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Vanguard Mid-Cap ETF

1,327 hedge funds and large institutions have $30.6B invested in Vanguard Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 578 increasing their positions, 391 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

531% more call options, than puts

Call options by funds: $44.5M | Put options by funds: $7.05M

188% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 40

48% more repeat investments, than reductions

Existing positions increased: 578 | Existing positions reduced: 391

8.17% more ownership

Funds ownership: 246.07%254.24% (+8.2%)

8% more capital invested

Capital invested by funds: $28.3B → $30.6B (+$2.28B)

4% more funds holding

Funds holding: 1,2721,327 (+55)

4% less funds holding in top 10

Funds holding in top 10: 152146 (-6)

Holders
1,327
Holders Change
+55
Holders Change %
+4.32%
% of All Funds
23.1%
Holding in Top 10
146
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.95%
% of All Funds
2.54%
New
115
Increased
578
Reduced
391
Closed
40
Calls
$44.5M
Puts
$7.05M
Net Calls
+$37.5M
Net Calls Change
+$30.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FT
226
Fiduciary Trust
Massachusetts
$9.46M +$7.17M +123,720 +347%
AC
227
Alexandria Capital
Virginia
$9.46M -$500K -8,628 -5%
NFG
228
Nations Financial Group
Iowa
$9.29M +$1.07M +18,384 +13%
RWM
229
RKL Wealth Management
Pennsylvania
$9.29M -$154K -2,660 -2%
GVAG
230
Great Valley Advisor Group
Delaware
$9.28M +$5.34M +92,132 +135%
WFA
231
Wells Financial Advisors
Massachusetts
$9.27M -$1.85K -32 -0%
CIC
232
Carnegie Investment Counsel
Ohio
$9.24M +$398K +6,868 +5%
AAM
233
Ameraudi Asset Management
New York
$9.21M -$324K -5,592 -3%
M&T Bank
234
M&T Bank
New York
$9.19M -$682K -11,768 -7%
SPC
235
Sigma Planning Corp
Michigan
$9.16M +$55.2K +952 +0.6%
VFP
236
Verus Financial Partners
Virginia
$9.01M -$487K -8,400 -5%
RFM
237
Royal Fund Management
Florida
$8.78M +$347K +5,988 +4%
MCM
238
Maryland Capital Management
Maryland
$8.76M -$2.09K -36 -0%
MWM
239
McNaughton Wealth Management
California
$8.62M +$285K +4,920 +4%
PA
240
Pinnacle Associates
New York
$8.61M +$615K +10,612 +8%
PCG
241
Private Capital Group
Connecticut
$8.39M -$28.5K -492 -0.3%
SAM
242
SP Asset Management
California
$8.37M +$136K +2,344 +2%
FNFDCM
243
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.36M +$80K +1,380 +1%
MFGP
244
Marshall Financial Group (Pennsylvania)
Pennsylvania
$8.33M -$77K -1,328 -0.9%
WB
245
WesBanco Bank
West Virginia
$8.32M +$315K +5,436 +4%
TCM
246
TD Capital Management
Tennessee
$8.31M +$12.1K +208 +0.1%
MWC
247
MBM Wealth Consultants
Missouri
$8.3M +$238K +4,100 +3%
MNG
248
Manning & Napier Group
New York
$8.21M
CAM
249
Cresset Asset Management
Illinois
$8.16M +$2.35M +40,544 +42%
EWM
250
Endurance Wealth Management
Rhode Island
$8.09M

VO Hedge Fund Activity: Q2 2021 in Review

1,327 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2021, worth a combined $30.6B — up 8.1% from $28.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new VO positions and 40 closed out — a net gain of 75 holders — while 578 added to existing stakes and 391 trimmed.

The largest buyer was Weitzel Financial Services, adding an estimated $1.17B. The largest seller was Wells Fargo, cutting an estimated $99.2M.

  • 1,327 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2021, up from 1,272 in Q1 2021.
  • Funds reported $30.6B of Vanguard Mid-Cap ETF stock for Q2 2021, up 8.1% quarter-over-quarter.
  • 115 funds opened new Vanguard Mid-Cap ETF positions in Q2 2021 and 40 closed out, a net change of +75 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q2 2021 was Weitzel Financial Services, an estimated $1.17B added.
  • The largest Vanguard Mid-Cap ETF seller in Q2 2021 was Wells Fargo, an estimated $99.2M sold.

Based on aggregated 13F filings for Q2 2021.