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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
LWA
401
LWS Wealth Advisors
New Jersey
$3.98M -$1.08M -18,684 -22%
KCM
402
Kendall Capital Management
Maryland
$3.97M +$5.8K +100 +0.1%
DY
403
Dowling & Yahnke
California
$3.95M -$79.1K -1,364 -2%
EWA
404
Encompass Wealth Advisors
Oregon
$3.95M +$98.3K +1,696 +3%
SF
405
Summit Financial
New Jersey
$3.94M +$1.29M +22,332 +51%
AA
406
Alesco Advisors
New York
$3.94M -$111K -1,920 -3%
JWCA
407
J.W. Cole Advisors
Florida
$3.93M +$403K +6,956 +12%
EWM
408
Echo Wealth Management
Minnesota
$3.92M -$99.9K -1,724 -3%
FNBOO
409
First National Bank of Omaha
Nebraska
$3.91M
CP
410
Camelot Portfolios
Ohio
$3.89M -$154K -2,656 -4%
ATC
411
Argent Trust Co
Tennessee
$3.88M
EWM
412
Evercore Wealth Management
New York
$3.87M -$657K -11,336 -15%
HMS
413
Hanseatic Management Services
New Mexico
$3.87M +$1.74M +30,012 +85%
SAM
414
S.A. Mason
Michigan
$3.82M +$1.39K +24 +0%
GAM
415
Gemmer Asset Management
California
$3.79M +$113K +1,952 +3%
CWM
416
Calamos Wealth Management
Illinois
$3.78M
CF
417
Centaurus Financial
California
$3.76M +$230K +3,960 +7%
KPWS
418
Kestra Private Wealth Services
Texas
$3.75M +$73K +1,260 +2%
RIS
419
Retirement Income Solutions
Michigan
$3.74M -$202K -3,484 -5%
OFW
420
Omnia Family Wealth
Florida
$3.74M -$187K -3,220 -5%
JWBC
421
John W. Brooker & Co
California
$3.71M -$40.3K -696 -1%
FFA
422
First Foundation Advisors
California
$3.69M
KIA
423
KCM Investment Advisors
California
$3.69M
SFWA
424
Summit Financial Wealth Advisors
Louisiana
$3.67M -$671K -11,576 -16%
CI
425
Conning Inc
Connecticut
$3.66M +$101K +1,740 +3%

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.