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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
RWG
526
Regal Wealth Group
California
$2.34M
FLI
527
Family Legacy Inc
South Carolina
$2.33M -$36.2K -624 -2%
JFA
528
Johanson Financial Advisors
California
$2.33M +$272K +4,696 +13%
JFGLC
529
Johnson Financial Group LLC (Colorado)
Colorado
$2.29M +$1.08M +18,560 +92%
CFS
530
CRA Financial Services
New Jersey
$2.29M +$12.5K +216 +0.6%
SL
531
SWMG LLC
Texas
$2.29M -$25K -432 -1%
VCM
532
Virtue Capital Management
Tennessee
$2.29M +$915K +15,796 +69%
CCP
533
Clarkston Capital Partners
Michigan
$2.28M +$80.7K +1,392 +4%
PG
534
Prostatis Group
Maryland
$2.28M +$1.64M +28,280 +278%
NWS
535
Newport Wealth Strategies
California
$2.28M -$2.32K -40 -0.1%
PFGIA
536
Patriot Financial Group Insurance Agency
Massachusetts
$2.27M +$551K +9,500 +33%
CDH
537
Charles D. Hyman
$2.27M -$131K -2,260 -6%
PWP
538
Principle Wealth Partners
Connecticut
$2.25M -$32K -552 -1%
IC
539
Inscription Capital
Texas
$2.25M +$2.2M +37,996 New
TI
540
Truepoint Inc
Ohio
$2.24M +$1.21M +20,900 +124%
AAM
541
Aureus Asset Management
Massachusetts
$2.24M +$31.1K +536 +1%
FPS
542
Fieldpoint Private Securities
Connecticut
$2.22M +$589K +10,156 +38%
IWM
543
IHT Wealth Management
Illinois
$2.21M +$325K +5,604 +18%
Principal Financial Group
544
Principal Financial Group
Iowa
$2.2M -$217K -3,744 -9%
IA
545
IFP Advisors
Florida
$2.17M +$89.3K +1,540 +4%
SAG
546
Spotlight Asset Group
Illinois
$2.16M +$37.1K +640 +2%
CCMD
547
Cypress Capital Management (Delaware)
Delaware
$2.16M -$8.11K -140 -0.4%
CAM
548
Columbia Asset Management
Michigan
$2.16M +$33.2K +572 +2%
PG
549
Patten Group
Tennessee
$2.15M +$148K +2,548 +8%
PWM
550
PRW Wealth Management
Massachusetts
$2.15M +$2.1M +36,228 New

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.