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Vanguard Mid-Cap ETF

1,577 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, 652 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: 652 | 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: 1,3541,577 (+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
1,577
Holders Change
+223
Holders Change %
+16.47%
% of All Funds
24.27%
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
652
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
Wells Fargo
1
Wells Fargo
California
$6.61B +$799M +12,747,392 +14%
Bank of America
2
Bank of America
North Carolina
$3.63B +$202M +3,215,832 +6%
Creative Planning
3
Creative Planning
Kansas
$1.8B +$10.2M +163,180 +0.6%
UBS Group
4
UBS Group
Switzerland
$1.6B +$22.9M +364,664 +1%
Morgan Stanley
5
Morgan Stanley
New York
$1.51B +$22.1M +353,256 +2%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$1.12B +$13.6M +216,996 +1%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.07B +$65.7M +1,048,208 +7%
Ameriprise
8
Ameriprise
Minnesota
$902M -$30M -478,188 -3%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$762M +$34.4M +549,228 +5%
RJA
10
Raymond James & Associates
Florida
$737M +$43.7M +697,112 +6%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$681M +$2.74M +43,684 +0.4%
TF
12
TIAA FSB
Florida
$678M -$21.9M -348,784 -3%
LPL Financial
13
LPL Financial
California
$594M +$29M +462,048 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$578M +$4.83M +77,048 +0.9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$468M +$24.1M +384,188 +6%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$378M -$71.2M -1,135,788 -16%
JFG
17
JMG Financial Group
Illinois
$361M +$12.7M +202,320 +4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$311M -$1.84M -29,356 -0.6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$295M +$30.7M +490,360 +12%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$214M +$9.21M +146,948 +5%
BTCPP
21
Border to Coast Pensions Partnership
United Kingdom
$213M
CM
22
Churchill Management
California
$204M +$1.02M +16,228 +0.5%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$198M +$29.7M +473,396 +18%
Osaic Holdings
24
Osaic Holdings
Arizona
$185M +$19.6M +312,012 +12%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$174M +$31.5M +501,860 +23%

VO Hedge Fund Activity: Q4 2021 in Review

1,577 of the 6,498 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 652 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.

  • 1,577 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2021, up from 1,354 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.