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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
AAP
151
Arax Advisory Partners
Colorado
$19.8M +$275K +4,384 +1%
William Blair & Company
152
William Blair & Company
Illinois
$19.6M -$242K -3,856 -1%
MM
153
Meridian Management
Arkansas
$19.6M +$157K +2,500 +0.8%
BF
154
BOK Financial
Oklahoma
$19.5M +$5.06M +80,796 +36%
UB
155
UMB Bank
Missouri
$19.1M +$17.1M +272,808 +1,025%
KPWG
156
KFA Private Wealth Group
Virginia
$18.9M +$904K +14,428 +5%
TFO
157
Tarbox Family Office
California
$18.2M -$167K -2,668 -0.9%
MAM
158
Marquette Asset Management
Minnesota
$18.1M +$882K +14,064 +5%
NYLIM
159
New York Life Investment Management
New York
$18M +$605K +9,656 +4%
CCM
160
Condor Capital Management
New Jersey
$17.9M +$534K +8,512 +3%
AGA
161
Arkos Global Advisors
Texas
$17.6M +$1.29M +20,628 +8%
NAMP
162
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$17.3M +$129K +2,056 +0.8%
BAM
163
Berkshire Asset Management
Pennsylvania
$17.2M +$61.9K +988 +0.4%
SPP
164
Single Point Partners
Massachusetts
$17.1M +$16.8M +268,176 New
BWFA
165
Baltimore-Washington Financial Advisors
Maryland
$17.1M -$18.8K -300 -0.1%
BC
166
Brio Consultants
California
$17M +$746K +11,908 +5%
RRA
167
Round Rock Advisors
Connecticut
$17M +$2.73M +43,584 +20%
NAS
168
Nicolet Advisory Services
Wisconsin
$16.8M +$46.4K +740 +0.3%
LCWP
169
Legacy Capital Wealth Partners
Arkansas
$16.8M -$596M -9,507,132 -97%
WIC
170
Whitegate Investment Counselors
New Hampshire
$16.8M -$1.21M -19,256 -7%
HIMC
171
Heritage Investors Management Corp
Maryland
$16.6M +$349K +5,572 +2%
LNC
172
Lincoln National Corp
Pennsylvania
$16.5M +$2.15M +34,376 +15%
CS
173
Comerica Securities
Michigan
$16.5M -$219K -3,500 -1%
CCM
174
Covington Capital Management
California
$16.4M -$7.27K -116 -0%
Northern Trust
175
Northern Trust
Illinois
$16.2M +$1.69M +26,952 +12%

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.