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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
MIS
26
Morningstar Investment Services
Illinois
$152M +$29M +499,576 +24%
Osaic Holdings
27
Osaic Holdings
Arizona
$142M +$5.37M +92,684 +4%
Stifel Financial
28
Stifel Financial
Missouri
$119M +$2.94M +50,648 +3%
FCI
29
Financial Counselors Inc
Kansas
$117M +$6.59M +113,784 +6%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$115M +$23.8M +410,904 +27%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$102M -$861K -14,856 -0.9%
MRC
32
Millburn Ridgefield Corp
New York
$92.7M +$9.92M +171,180 +12%
CCA
33
Catalyst Capital Advisors
New York
$92.7M +$9.91M +170,992 +12%
WANY
34
Wealthspire Advisors (New York)
New York
$90.7M +$682K +11,760 +0.8%
RJA
35
Raymond James & Associates
Florida
$86.1M +$5.14M +88,760 +7%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$84M -$585K -10,092 -0.7%
Goldman Sachs
37
Goldman Sachs
New York
$83.7M -$3.97M -68,512 -5%
BPA
38
Beacon Pointe Advisors
California
$83.4M +$16.1M +278,148 +25%
CFB
39
Cullen/Frost Bankers
Texas
$79.6M +$3.32M +57,204 +4%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$75.8M +$1.26M +21,780 +2%
Bessemer Group
41
Bessemer Group
New Jersey
$75.5M -$52.8M -910,332 -42%
PFO
42
Pathstone Family Office
New Jersey
$73.5M +$213K +3,680 +0.3%
TNBTD
43
Trustmark National Bank Trust Department
Mississippi
$73.2M -$248K -4,276 -0.3%
MML Investors Services
44
MML Investors Services
Massachusetts
$72.2M +$3.92M +67,640 +6%
LFG
45
Larson Financial Group
Missouri
$71.7M +$2.66M +45,920 +4%
AF
46
Arrow Financial
New York
$71.5M -$2.21M -38,128 -3%
NNP
47
Nachman Norwood & Parrott
South Carolina
$70.7M +$1.09M +18,796 +2%
JIC
48
Joel Isaacson & Co
New York
$69.6M +$587K +10,132 +0.9%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$66.3M -$242K -4,172 -0.4%
CIAS
50
CBIZ Investment Advisory Services
Ohio
$66M

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.