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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
CAG
301
Crestwood Advisors Group
Massachusetts
$6.51M -$27.6K -476 -0.4%
MFA
302
McClarren Financial Advisors
Pennsylvania
$6.51M +$336K +5,796 +6%
ZCM
303
Ziegler Capital Management
Illinois
$6.47M +$18.3K +316 +0.3%
VA
304
Valmark Advisers
Ohio
$6.46M +$313K +5,408 +5%
TA
305
Tectonic Advisors
Texas
$6.46M +$714K +12,320 +13%
LIA
306
LBMC Investment Advisors
Tennessee
$6.4M +$695 +12 +0%
NIM
307
Northeast Investment Management
Massachusetts
$6.39M +$5.33K +92 +0.1%
OCM
308
One Capital Management
California
$6.38M +$1.25M +21,532 +25%
AIC
309
Ameritas Investment Company
Nebraska
$6.27M -$1.2M -20,624 -41%
GC
310
Gibson Capital
Pennsylvania
$6.25M
BWA
311
BDO Wealth Advisors
Florida
$6.25M -$144K -2,492 -2%
TA
312
TrueWealth Advisors
Alabama
$6.24M +$569K +9,820 +10%
BSW
313
Buckingham Strategic Wealth
Missouri
$6.14M -$231K -3,988 -4%
BFS
314
Bradley Foster & Sargent
Connecticut
$6.13M +$27.6K +476 +0.5%
AWA
315
Arkadios Wealth Advisors
Georgia
$6.07M +$122K +2,112 +2%
1WM
316
1900 Wealth Management
Texas
$6.02M -$266K -4,592 -4%
RW
317
REDW Wealth
New Mexico
$5.97M -$220K -3,796 -4%
HPWM
318
Highland Private Wealth Management
Washington
$5.96M +$377K +6,508 +7%
SHWM
319
Smith & Howard Wealth Management
Georgia
$5.94M -$142K -2,448 -2%
MHS
320
M Holdings Securities
Oregon
$5.93M -$695K -11,988 -11%
CAM
321
Cozad Asset Management
Illinois
$5.92M -$181K -3,116 -3%
AI
322
Atria Investments
North Carolina
$5.91M +$526K +9,084 +10%
NF
323
Nikulski Financial
Iowa
$5.87M +$160K +2,768 +3%
FNC
324
First National Corp
Massachusetts
$5.8M -$825K -14,228 -9%
MIAN
325
Mariner Independent Advisor Network
Kansas
$5.79M +$332K +5,720 +6%

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.