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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
CIAS
501
Capital Investment Advisory Services
North Carolina
$2.62M -$33.2K -572 -1%
MWA
502
Meridian Wealth Advisors
Texas
$2.62M +$492K +8,492 +24%
LWMG
503
Levy Wealth Management Group
Pennsylvania
$2.61M +$210K +3,632 +9%
KC
504
Kingfisher Capital
North Carolina
$2.61M +$107K +1,840 +4%
EFL
505
ERn Financial LLC
Wisconsin
$2.61M -$102K -1,756 -4%
G
506
Gainplan
Michigan
$2.59M +$300K +5,168 +13%
AWA
507
Arete Wealth Advisors
Illinois
$2.57M +$134K +2,312 +5%
BIM
508
Bridges Investment Management
Nebraska
$2.56M -$33.8K -584 -1%
KTM
509
Keeler Thomas Management
Utah
$2.55M +$1.11M +19,204 +81%
JAFL
510
Jay A. Fishman Ltd
Michigan
$2.55M +$5.8K +100 +0.2%
DC
511
DeDora Capital
California
$2.54M -$532K -9,184 -18%
DWM
512
Defined Wealth Management
Oregon
$2.52M +$7.42K +128 +0.3%
ST
513
Spinnaker Trust
Maine
$2.52M -$47.3K -816 -2%
DIA
514
Dana Investment Advisors
Wisconsin
$2.46M +$31.3K +540 +1%
QCM
515
Quest Capital Management
Texas
$2.46M +$1.02M +17,620 +74%
AIM
516
Anchor Investment Management
South Carolina
$2.45M -$67.7K -1,168 -3%
WLIM
517
White Lighthouse Investment Management
Massachusetts
$2.44M +$99K +1,708 +4%
WS
518
Wedbush Securities
California
$2.44M +$20.9K +360 +0.9%
NPI
519
New Perspectives Inc
Mississippi
$2.42M +$2.36M +40,776 New
RPCA
520
Running Point Capital Advisors
California
$2.42M +$695 +12 +0%
CAGAS
521
Capital Advisory Group Advisory Services
Minnesota
$2.41M -$21.3K -368 -0.9%
ASN
522
Advisory Services Network
Georgia
$2.36M +$574K +9,896 +33%
BSSFA
523
Baron Silver Stevens Financial Advisors
Florida
$2.35M +$2.3M +39,672 New
CHC
524
City Holding Co
West Virginia
$2.35M +$377K +6,512 +20%
BC
525
Burleson & Co
California
$2.34M -$1.17M -20,212 -34%

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.