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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
DSC
426
Duncker Streett & Co
Missouri
$3.64M -$60K -1,036 -2%
TW
427
TrinityPoint Wealth
Connecticut
$3.64M +$30.6K +528 +0.9%
BG
428
Benedetti & Gucer
Georgia
$3.61M +$514K +8,864 +17%
CFA
429
Cahill Financial Advisors
Minnesota
$3.59M +$75.3K +1,300 +2%
WMG
430
WESCAP Management Group
California
$3.57M +$62.6K +1,080 +2%
APWM
431
Atlas Private Wealth Management
New York
$3.56M +$352K +6,068 +11%
SFA
432
Sequoia Financial Advisors
Ohio
$3.54M +$1.41M +24,336 +69%
SC
433
SouthState Corp
Florida
$3.53M +$68.4K +1,180 +2%
SWA
434
SOA Wealth Advisors
New York
$3.5M -$79.7K -1,376 -2%
GC
435
Gilbert & Cook
Iowa
$3.47M +$17.2K +296 +0.5%
PPWM
436
PFG Private Wealth Management
Florida
$3.47M +$19K +328 +0.6%
GWM
437
Greenwich Wealth Management
Connecticut
$3.44M +$511K +8,812 +18%
MFT
438
Moisand Fitzgerald Tamayo
Florida
$3.38M -$16.5K -284 -0.5%
MCWS
439
McKinley Carter Wealth Services
West Virginia
$3.38M -$230K -3,972 -7%
CTC
440
Central Trust Company
Missouri
$3.38M +$293K +5,052 +10%
GG
441
Gleason Group
Kentucky
$3.37M +$9.27K +160 +0.3%
VCM
442
Vivaldi Capital Management
Illinois
$3.37M +$19.9K +344 +0.6%
HAC
443
Harbor Advisory Corp
New Hampshire
$3.35M +$199K +3,428 +6%
RIA
444
Regal Investment Advisors
Michigan
$3.35M +$3.27M +56,396 New
PIFP
445
Partners in Financial Planning
Virginia
$3.34M +$3.26M +56,304 New
CA
446
Continuum Advisory
Idaho
$3.32M +$257K +4,436 +9%
FAIM
447
Financial Advocates Investment Management
Washington
$3.31M -$1.34M -23,072 -29%
AIA
448
Alera Investment Advisors
Illinois
$3.3M -$3.71K -64 -0.1%
SWA
449
Sightline Wealth Advisors
Connecticut
$3.3M -$478K -8,240 -13%
ACM
450
Advisors Capital Management
New Jersey
$3.27M +$174K +2,996 +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.