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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
WFA
1601
Wipfli Financial Advisors
Wisconsin
-$1.32M -22,268 Closed
FTUS
1602
Flow Traders U.S.
New York
-$1.19M -20,160 Closed
CS
1603
Credit Suisse
Switzerland
-$632K -10,668 Closed
SBH
1604
Segall Bryant & Hamill
Illinois
-$577K -9,756 Closed
BCA
1605
Biltmore Capital Advisors
New Jersey
-$521K -8,808 Closed
LFA
1606
Landmark Financial Advisors
Kentucky
-$450K -8,140 Closed
BOS
1607
Bingham Osborn & Scarborough
California
-$452K -7,640 Closed
RB
1608
Renasant Bank
Mississippi
-$450K -7,600 Closed
SWM
1609
Soundmark Wealth Management
Washington
-$396K -6,688 Closed
VAM
1610
Verity Asset Management
North Carolina
-$343K -5,788 Closed
SAM
1611
Strategy Asset Managers
California
-$326K -5,516 Closed
CL
1612
COWA LLC
Oklahoma
-$260K -4,360 Closed
CFG
1613
Cooper Financial Group
California
-$254K -4,296 Closed
NCM
1614
Northwest Capital Management
Oregon
-$271K -4,288 Closed
UAS
1615
United Asset Strategies
New York
-$244K -4,116 Closed
MFW
1616
Meristem Family Wealth
Minnesota
-$232K -3,924 Closed
PCS
1617
Personal CFO Solutions
New Jersey
-$232K -3,916 Closed
EPP
1618
ETF Portfolio Partners
Kansas
-$232K -3,912 Closed
GC
1619
Grimes & Company
Massachusetts
-$228K -3,856 Closed
TC
1620
TownSquare Capital
Utah
-$227K -3,828 Closed
PWS
1621
Peloton Wealth Strategists
Indiana
-$218K -3,688 Closed
MA
1622
MCF Advisors
Kentucky
-$157K -2,648 Closed
LWM
1623
Liberty Wealth Management
California
-$129K -2,184 Closed
PWA
1624
Phoenix Wealth Advisors
North Carolina
-$121K -2,040 Closed
CPC
1625
Consolidated Planning Corp
Georgia
-$120K -2,028 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.