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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
AWM
276
Aries Wealth Management
Maine
$7.12M +$204K +3,520 +3%
BWM
277
BerganKDV Wealth Management
Minnesota
$7.11M +$44.5K +768 +0.6%
IWC
278
Integrated Wealth Concepts
Massachusetts
$7.11M +$1.17M +20,264 +20%
A
279
AdvicePeriod
California
$7.09M -$5.1K -88 -0.1%
TYCC
280
Texas Yale Capital Corp
Florida
$7.08M +$1.62K +28 +0%
MWM
281
Merriman Wealth Management
Washington
$7.07M +$6.91M +119,156 New
CWS
282
Cypress Wealth Services
California
$7.04M -$1.43M -24,616 -17%
BP
283
BBR Partners
New York
$7.02M -$2.29M -39,544 -25%
HR
284
Howe & Rusling
New York
$7.01M -$358K -6,176 -5%
PFA
285
Paradigm Financial Advisors
Missouri
$7M -$421K -7,260 -6%
MWM
286
Marietta Wealth Management
Georgia
$6.88M +$309K +5,340 +5%
RE
287
RBC Europe
United Kingdom
$6.83M +$5.56K +96 +0.1%
AFS
288
Annapolis Financial Services
Maryland
$6.8M +$146K +2,516 +2%
CT
289
Caldwell Trust
Florida
$6.8M -$313K -5,400 -5%
JA
290
JVL Associates
Michigan
$6.78M -$25.7K -444 -0.4%
LBC
291
Lowe Brockenbrough & Co
Virginia
$6.76M -$49.1K -848 -0.7%
GA
292
Geller Advisors
New York
$6.75M +$6.6M +113,804 New
SFS
293
Sowell Financial Services
Arkansas
$6.74M -$1.15M -19,840 -15%
OC
294
Oppenheimer & Co
New York
$6.7M +$370K +6,384 +6%
OIA
295
OneDigital Investment Advisors
Kansas
$6.69M +$188K +3,236 +3%
GWM
296
Gray Wealth Management
Maine
$6.68M +$267K +4,600 +4%
IHWM
297
Iron Horse Wealth Management
Iowa
$6.67M +$551K +9,504 +9%
Thrivent Financial for Lutherans
298
Thrivent Financial for Lutherans
Minnesota
$6.58M
SHGA
299
Sand Hill Global Advisors
California
$6.56M
FMP
300
Financial Management Professionals
Texas
$6.53M +$129K +2,228 +2%

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.