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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
VWA
176
Visionary Wealth Advisors
Illinois
$16.2M +$16.5K +264 +0.1%
BP
177
Ballentine Partners
Massachusetts
$16.1M -$58.9K -940 -0.4%
PFPT
178
Pinnacle Financial Partners (Tennessee)
Tennessee
$16M +$452K +7,204 +3%
PFA
179
Pathway Financial Advisors
Vermont
$15.8M +$16.9M +268,888 New
CSPAM
180
Cary Street Partners Asset Management
Virginia
$15.6M +$14.3M +227,536 +1,299%
CB
181
Cadence Bank
Mississippi
$15.5M +$709K +11,316 +5%
RWIA
182
Roger Wittlin Investment Advisory
California
$15.4M +$15.1M +241,176 New
VOYA Investment Management
183
VOYA Investment Management
Georgia
$15.1M -$6.63M -105,712 -31%
HNB
184
Huntington National Bank
Ohio
$15M -$12.5M -198,864 Closed
NW
185
NewEdge Wealth
Pennsylvania
$15M +$14.7M +234,912 New
RJT
186
Raymond James Trust
Florida
$14.9M +$1.23M +19,636 +9%
AC
187
Abbrea Capital
California
$14.7M +$930K +14,840 +7%
SWM
188
Spire Wealth Management
Virginia
$14.6M +$955K +15,236 +7%
SL
189
Systelligence LLC
Minnesota
$14.6M -$1.67M -26,644 -10%
SIC
190
Salem Investment Counselors
North Carolina
$14.6M +$1.02M +16,256 +8%
CWA
191
Consilio Wealth Advisors
Washington
$14.5M +$14.2M +227,228 New
UCFA
192
United Capital Financial Advisors
Texas
$14.5M +$76.7K +1,224 +0.5%
FFG
193
Frisch Financial Group
New York
$14.2M -$424K -6,764 -3%
FA
194
Fiducient Advisors
Illinois
$14.2M -$557K -8,884 -4%
W
195
WealthOne
New York
$14.2M -$1.32M -21,088 -9%
MA
196
Montag & Associates
Georgia
$14.1M -$97.3K -1,552 -0.7%
PA
197
Parallel Advisors
California
$14M +$103K +1,640 +0.8%
SRC
198
Sage Rhino Capital
California
$13.8M -$105K -1,676 -0.8%
GT
199
Glenview Trust
Kentucky
$13.7M -$294K -4,688 -2%
SC
200
Sepio Capital
Utah
$13.7M +$7.83M +124,876 +139%

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.