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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
CMA
1576
Cedar Mountain Advisors
Oregon
$2K +$2.01K +32 New
VCM
1577
Viewpoint Capital Management
Washington
$2K +$2.26K +36 New
BA
1578
Bellwether Advisors
Nebraska
$1K
BIM
1579
Baldwin Investment Management
Pennsylvania
$752 +$752 +12 +0.1%
BBHC
1580
Brown Brothers Harriman & Co
New York
$741 +$116K +1,856 +19%
WIM
1581
Westside Investment Management
California
$73 +$16.8K +268 +30%
SFCL
1582
Strengthening Families & Communities LLC
Massachusetts
$38 +$37.6K +600 New
RTC
1583
Riverview Trust Company
Washington
$14
N
1584
Natixis
France
-$26.9M -454,000 Closed
HF
1585
HRT Financial
New York
-$16.7M -282,532 Closed
TC
1586
Trilogy Capital
California
-$14.9M -252,360 Closed
JGIA
1587
Jackson Grant Investment Advisers
Connecticut
-$12.4M -208,860 Closed
IAIM
1588
International Assets Investment Management
Florida
-$6.17M -143,036 Closed
WP
1589
WMS Partners
Maryland
-$7.46M -126,124 Closed
MWM
1590
Merriman Wealth Management
Washington
-$6.96M -117,628 Closed
GRP
1591
Global Retirement Partners
California
-$4.43M -74,820 Closed
DC
1592
Diametric Capital
Massachusetts
-$3.83M -64,700 Closed
SAM
1593
Sawgrass Asset Management
Florida
-$3.15M -53,200 Closed
CRI
1594
Colonial River Investments
Virginia
-$3.26M -52,508 Closed
Renaissance Technologies
1595
Renaissance Technologies
New York
-$2.84M -48,000 Closed
PG
1596
Prostatis Group
Maryland
-$2.55M -43,120 Closed
DC
1597
DeDora Capital
California
-$2.53M -42,724 Closed
IWN
1598
Independent Wealth Network
Iowa
-$2.17M -33,876 Closed
CCWA
1599
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$1.83M -30,900 Closed
DACG
1600
Donor Advised Charitable Giving
California
-$1.43M -24,068 Closed

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.