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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
RWM
376
Refined Wealth Management
Utah
$4.63M +$4.52M +78,000 New
RIM
377
Rockbridge Investment Management
New York
$4.6M +$455K +7,856 +11%
CG
378
Colony Group
Massachusetts
$4.57M -$8.58K -148 -0.2%
MOS
379
MGO One Seven
Ohio
$4.57M +$110K +1,900 +3%
CANC
380
Culbertson A N & Co
Virginia
$4.55M +$267K +4,608 +6%
FSWA
381
Financial Synergies Wealth Advisors
Texas
$4.53M +$159K +2,736 +4%
ACM
382
Armbruster Capital Management
New York
$4.48M +$198K +3,412 +5%
HPWM
383
High Pines Wealth Management
Massachusetts
$4.43M -$51K -880 -1%
GBT
384
Grove Bank & Trust
Florida
$4.37M +$31.1K +536 +0.7%
ANTB
385
AMG National Trust Bank
Colorado
$4.34M -$1.21M -20,960 -22%
IP
386
Investment Partners
Ohio
$4.3M -$161K -2,780 -4%
NEAM
387
New England Asset Management
Connecticut
$4.29M
MFA
388
Mayflower Financial Advisors
Massachusetts
$4.29M -$20.9K -360 -0.5%
GFS
389
GYL Financial Synergies
Connecticut
$4.28M +$6.03K +104 +0.1%
MA
390
Mutual Advisors
Nebraska
$4.25M -$183K -3,156 -4%
MI
391
Moneywise Inc
Virginia
$4.21M -$154K -2,664 -4%
PFS
392
Prospera Financial Services
Texas
$4.2M +$512K +8,828 +14%
HCM
393
Hall Capital Management
Rhode Island
$4.15M +$4.05M +69,908 New
FTUS
394
Flow Traders U.S.
New York
$4.11M +$1.64M +28,292 +69%
FFG
395
Ford Financial Group
California
$4.07M +$3.98M +68,632 New
GRP
396
Global Retirement Partners
California
$4.07M +$210K +3,616 +6%
KL
397
KWMG LLC
Kansas
$4.05M +$3.25K +56 +0.1%
OGF
398
Orin Green Financial
California
$4.03M +$75.8K +1,308 +2%
PAS
399
Park Avenue Securities
New York
$4.02M -$292K -5,040 -7%
RC
400
Roundview Capital
New Jersey
$4.01M +$176K +3,036 +5%

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.