We are live on ! Find out more
VO icon

Vanguard Mid-Cap ETF

1,578 hedge funds and large institutions have $35.5B invested in Vanguard Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 304 funds opening new positions, 653 increasing their positions, 371 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more first-time investments, than exits

New positions opened: 304 | Existing positions closed: 59

76% more repeat investments, than reductions

Existing positions increased: 653 | Existing positions reduced: 371

55% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $15.6M

21% more funds holding in top 10

Funds holding in top 10: 154187 (+33)

16% more funds holding

Funds holding: 1,3551,578 (+223)

13% more capital invested

Capital invested by funds: $31.4B → $35.5B (+$4.03B)

1.3% more ownership

Funds ownership: 250.36%251.66% (+1.3%)

Holders
1,578
Holders Change
+223
Holders Change %
+16.46%
% of All Funds
24.28%
Holding in Top 10
187
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+21.43%
% of All Funds
2.88%
New
304
Increased
653
Reduced
371
Closed
59
Calls
$24.2M
Puts
$15.6M
Net Calls
+$8.62M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1526
EverSource Wealth Advisors
Alabama
$24K +$23.1K +368 New
FFWM
1527
Future Financial Wealth Management
Ohio
$24K +$23.8K +380 New
PIP
1528
Peachtree Investment Partners
Florida
$24K +$24.1K +384 New
CWM
1529
Curi Wealth Management
North Carolina
$22K +$22.1K +352 New
ASBI
1530
American State Bank (Iowa)
Iowa
$21.1K
OHWP
1531
Oak Harbor Wealth Partners
North Carolina
$21K +$20.3K +324 New
COCM
1532
Charter Oak Capital Management
New Hampshire
$19K +$7.02K +112 +60%
GWM
1533
Grand Wealth Management
Michigan
$19K +$19.1K +304 New
CFN
1534
Cordasco Financial Network
Florida
$18K
LFA
1535
Level Financial Advisors
New York
$17K +$17.1K +272 New
SFC
1536
SYM Financial Corp
Indiana
$16K -$7.27K -116 -31%
JWA
1537
JFS Wealth Advisors
Pennsylvania
$15K -$10K -160 -41%
SWM
1538
Selective Wealth Management
Virginia
$14K
BFC
1539
Bedel Financial Consulting
Indiana
$13K
FWM
1540
Focused Wealth Management
New York
$13K
HCM
1541
Highlander Capital Management
New Jersey
$13K
MCC
1542
Money Concepts Capital
Florida
$13K +$12.5K +200 New
CAM
1543
Costello Asset Management
Pennsylvania
$12K
IPW
1544
IronBridge Private Wealth
Texas
$12K
YAL
1545
Your Advocates Ltd
Texas
$12K
RWA
1546
RGT Wealth Advisors
Texas
$12K +$12K +192 New
NL
1547
NVWM LLC
Pennsylvania
$11K
PAIM
1548
Punch & Associates Investment Management
Minnesota
$11K
AIP
1549
Ameritas Investment Partners
Nebraska
$11K +$251 +4 +2%
RPCA
1550
Running Point Capital Advisors
California
$10K -$2.61M -41,696 -100%

VO Hedge Fund Activity: Q4 2021 in Review

1,578 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2021, worth a combined $35.5B — up 13% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 304 funds opened new VO positions and 59 closed out — a net gain of 245 holders — while 653 added to existing stakes and 371 trimmed.

The largest buyer was Wells Fargo, adding an estimated $799M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $596M.

  • 1,578 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2021, up from 1,355 in Q3 2021.
  • Funds reported $35.5B of Vanguard Mid-Cap ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 304 funds opened new Vanguard Mid-Cap ETF positions in Q4 2021 and 59 closed out, a net change of +245 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q4 2021 was Wells Fargo, an estimated $799M added.
  • The largest Vanguard Mid-Cap ETF seller in Q4 2021 was Legacy Capital Wealth Partners, an estimated $596M sold.

Based on aggregated 13F filings for Q4 2021.