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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
MWA
476
MFA Wealth Advisors
Pennsylvania
$2.98M -$67.5K -1,164 -2%
CA
477
Cornerstone Advisory
Maryland
$2.97M +$116K +2,000 +4%
WA
478
Wealth Alliance
New York
$2.94M -$68.9K -1,188 -2%
Cerity Partners
479
Cerity Partners
New York
$2.94M +$69.3K +1,196 +2%
IAN
480
Integrated Advisors Network
Texas
$2.93M +$550K +9,488 +24%
MAG
481
Mokosak Advisory Group
Iowa
$2.91M +$695 +12 +0%
22CM
482
20/20 Capital Management
California
$2.91M +$24.1K +416 +0.9%
CBFP
483
Cedar Brook Financial Partners
Ohio
$2.89M +$245K +4,224 +9%
FFW
484
Fusion Family Wealth
New York
$2.88M +$46.1K +796 +2%
ZIG
485
Zuckerman Investment Group
Illinois
$2.87M +$940K +16,216 +50%
MMA
486
Miracle Mile Advisors
California
$2.86M -$627K -10,812 -18%
BOM
487
Bank of Marin
California
$2.85M
WAP
488
Wealthcare Advisory Partners
Pennsylvania
$2.85M +$59.3K +1,024 +2%
SA
489
Strategic Advisors
New York
$2.81M +$56.1K +968 +2%
AWM
490
Avior Wealth Management
Nebraska
$2.8M +$512K +8,836 +19%
Susquehanna International Group
491
Susquehanna International Group
Pennsylvania
$2.79M -$63.3K -1,092 -2%
AF
492
Alerus Financial
North Dakota
$2.73M -$128K -2,204 -5%
PFG
493
PAX Financial Group
Texas
$2.73M -$219K -3,772 -8%
EGWAG
494
Elwood & Goetz Wealth Advisory Group
Georgia
$2.71M -$178K -3,076 -6%
BFG
495
Beacon Financial Group
Texas
$2.7M -$172K -2,964 -6%
AP
496
Appleton Partners
Massachusetts
$2.68M -$14.4K -248 -0.5%
MWM
497
Modera Wealth Management
New Jersey
$2.66M +$14.1K +244 +0.5%
CST
498
Charles Schwab Trust
Nevada
$2.63M +$119K +2,056 +5%
CWM
499
Capital Wealth Management
Rhode Island
$2.63M +$369K +6,364 +17%
CM
500
Columbus Macro
Pennsylvania
$2.62M

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.