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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
HWM
1551
HighMark Wealth Management
Minnesota
$10K
ZC
1552
Zeit Capital
Colorado
$10K
DWA
1553
Delos Wealth Advisors
Texas
$10K +$9.53K +152 New
KFAA
1554
Klaas Financial Asset Advisors
Illinois
$10K +$9.53K +152 New
HDIM
1555
Hanson & Doremus Investment Management
Vermont
$7K
AHIA
1556
Andrew Hill Investment Advisors
Florida
$7K +$7.77K +124 New
BWP
1557
Baldwin Wealth Partners
Massachusetts
$6K
EL
1558
EMFO LLC
Florida
$6K
CWA
1559
Carolina Wealth Advisors
South Carolina
$5K
MCM
1560
MV Capital Management
Maryland
$5K
SIS
1561
Sound Income Strategies
Florida
$5K
PCMC
1562
Paragon Capital Management (Colorado)
Colorado
$5K +$5.01K +80 New
FFG
1563
Ford Financial Group
California
$4.47K +$10.8K +172 +0.2%
NFSG
1564
Newbridge Financial Services Group
Florida
$4K -$1.75K -28 -29%
BC
1565
Barnett & Company
Tennessee
$4K
EIP
1566
Ellis Investment Partners
Pennsylvania
$4K
IRAG
1567
Investment Research & Advisory Group
Georgia
$4K +$4.01K +64 New
APC
1568
Aspire Private Capital
North Carolina
$3K
MHR
1569
Matthew Hamilton Rosenberg
$3K
WBC
1570
West Branch Capital
Massachusetts
$3K
EWM
1571
Elmwood Wealth Management
California
$3K +$2.51K +40 New
SFG
1572
Steward Financial Group
Texas
$3K +$3.76K +60 New
AIA
1573
Arcadia Investment Advisors
Idaho
$2.8K
TIM
1574
Tevis Investment Management
Texas
$2K +$1.5K +24 New
HNWA
1575
Henrickson Nauta Wealth Advisors
Michigan
$2K +$1.75K +28 New

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.