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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
BDF
251
Black Diamond Financial
Maryland
$8.05M +$45.7K +788 +0.6%
UFA
252
US Financial Advisors
Massachusetts
$8.02M -$4.61M -79,556 -37%
PRA
253
Pine Ridge Advisers
New York
$8.01M
EWA
254
Exencial Wealth Advisors
Oklahoma
$7.98M -$142K -2,456 -2%
RPC
255
Rossmore Private Capital
Connecticut
$7.94M +$591K +10,192 +8%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$7.9M
CP
257
Capital Planning
Washington
$7.88M +$133K +2,296 +2%
SMC
258
Smith, Moore & Co
Missouri
$7.81M -$277K -4,772 -3%
WP
259
WMS Partners
Maryland
$7.75M -$139K -2,400 -2%
HL
260
HeadInvest LLC
Maine
$7.75M +$142K +2,448 +2%
AFP
261
Ausdal Financial Partners
Iowa
$7.74M +$215K +3,712 +3%
CA
262
Cetera Advisors
Colorado
$7.64M +$833K +14,376 +13%
HI
263
Harbour Investments
Wisconsin
$7.62M +$538K +9,288 +8%
SW
264
SVB Wealth
Massachusetts
$7.61M +$657K +11,344 +10%
SG
265
StoneX Group
New York
$7.57M +$852K +14,708 +13%
SCA
266
STALEY CAPITAL ADVISERS
Pennsylvania
$7.54M +$304K +5,240 +4%
Fiera Capital (Canada)
267
Fiera Capital (Canada)
Quebec, Canada
$7.29M -$411K -7,084 -5%
WFPG
268
Waller Financial Planning Group
Ohio
$7.27M -$70.7K -1,220 -1%
BFWA
269
Benchmark Financial Wealth Advisors
Florida
$7.23M +$637K +10,996 +10%
BFS
270
Beacon Financial Strategies
North Carolina
$7.21M +$7.05M +121,564 New
DADC
271
D.A. Davidson & Co
Montana
$7.2M +$434K +7,496 +7%
SBL
272
Sargent Bickham Lagudis
Colorado
$7.15M -$29.7K -512 -0.4%
PMG
273
ProVise Management Group
Florida
$7.15M +$1.79M +30,856 +34%
DWM
274
Doyle Wealth Management
Florida
$7.14M +$2.2M +38,020 +46%
Victory Capital Management
275
Victory Capital Management
Texas
$7.14M

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.