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Vanguard Mid-Cap ETF

1,052 hedge funds and large institutions have $20.8B invested in Vanguard Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 401 increasing their positions, 356 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 50

40% more capital invested

Capital invested by funds: $14.8B → $20.8B (+$5.98B)

34% more call options, than puts

Call options by funds: $7.27M | Put options by funds: $5.43M

13% more repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 356

10% more funds holding in top 10

Funds holding in top 10: 105115 (+10)

7% more funds holding

Funds holding: 9861,052 (+66)

0.61% more ownership

Funds ownership: 257.56%258.17% (+0.61%)

Holders
1,052
Holders Change
+66
Holders Change %
+6.69%
% of All Funds
21.57%
Holding in Top 10
115
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.52%
% of All Funds
2.36%
New
123
Increased
401
Reduced
356
Closed
50
Calls
$7.27M
Puts
$5.43M
Net Calls
+$1.85M
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.95B +$1.35B +35,345,344 +58%
Bank of America
2
Bank of America
North Carolina
$2.14B +$54.2M +1,415,604 +3%
UBS Group
3
UBS Group
Switzerland
$2.01B +$511M +13,348,656 +37%
Creative Planning
4
Creative Planning
Kansas
$1.22B +$4.69M +122,516 +0.4%
Morgan Stanley
5
Morgan Stanley
New York
$855M +$8.32M +217,276 +1%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$775M -$66.6M -1,737,968 -8%
JP Morgan Chase
7
JP Morgan Chase
New York
$750M -$38.1M -994,424 -5%
TF
8
TIAA FSB
Florida
$555M -$36.8M -961,156 -7%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$461M -$13.2M -345,044 -3%
Ameriprise
10
Ameriprise
Minnesota
$457M +$72.6M +1,895,696 +20%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$431M -$21.2M -554,320 -5%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$398M +$80.1M +2,091,560 +27%
TAIM
13
TD Ameritrade Investment Management
Nebraska
$301M -$12.3M -320,812 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$286M +$22.1M +576,108 +9%
Bessemer Group
15
Bessemer Group
New Jersey
$230M +$134M +3,485,888 +165%
LPL Financial
16
LPL Financial
California
$210M +$8.02M +209,408 +4%
JFG
17
JMG Financial Group
Illinois
$201M -$2.61M -68,164 -1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$157M -$4.23M -110,524 -3%
Truist Financial
19
Truist Financial
North Carolina
$132M +$3.68M +96,004 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$118M -$7.15M -186,676 -6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$107M -$2.11M -55,152 -2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$99M +$13.4M +349,244 +17%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$97.3M +$89.9M +2,347,116 +19,884%
MRC
24
Millburn Ridgefield Corp
New York
$96.1M -$30.5M -796,160 -25%
CCA
25
Catalyst Capital Advisors
New York
$96.1M -$30.5M -796,532 -25%

VO Hedge Fund Activity: Q2 2020 in Review

1,052 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2020, worth a combined $20.8B — up 40% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new VO positions and 50 closed out — a net gain of 73 holders — while 401 added to existing stakes and 356 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.35B. The largest seller was Osaic Holdings, cutting an estimated $80.4M.

  • 1,052 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2020, up from 986 in Q1 2020.
  • Funds reported $20.8B of Vanguard Mid-Cap ETF stock for Q2 2020, up 40% quarter-over-quarter.
  • 123 funds opened new Vanguard Mid-Cap ETF positions in Q2 2020 and 50 closed out, a net change of +73 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q2 2020 was Wells Fargo, an estimated $1.35B added.
  • The largest Vanguard Mid-Cap ETF seller in Q2 2020 was Osaic Holdings, an estimated $80.4M sold.

Based on aggregated 13F filings for Q2 2020.