We are live on ! Find out more
VO icon

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
EA
576
Eclectic Associates
California
$1.91M +$134K +2,312 +8%
MMPW
577
Mitchell McLeod Pugh & Williams
Alabama
$1.89M +$154K +2,660 +9%
KFGK
578
Keystone Financial Group (Kentucky)
Kentucky
$1.89M +$265K +4,564 +17%
AC
579
Apella Capital
Connecticut
$1.88M +$171K +2,944 +10%
TFA
580
TPG Financial Advisors
Oregon
$1.88M -$350K -6,040 -16%
MW
581
Marcum Wealth
Ohio
$1.86M -$106K -1,824 -5%
SAM
582
Secure Asset Management
Michigan
$1.86M -$79.5K -1,372 -4%
CAC
583
Certified Advisory Corp
Florida
$1.85M +$927 +16 +0.1%
SWA
584
Sax Wealth Advisors
New Jersey
$1.85M -$1.91M -32,896 -51%
SQA
585
Simon Quick Advisors
New Jersey
$1.83M +$241K +4,152 +16%
BAM
586
Belpointe Asset Management
Nevada
$1.82M +$48.7K +840 +3%
SS
587
Simplicity Solutions
Minnesota
$1.82M +$307K +5,300 +21%
CHA
588
Carmichael Hill & Associates
Maryland
$1.81M +$3.25K +56 +0.2%
FLPIM
589
F.L. Putnam Investment Management
Massachusetts
$1.78M +$56.8K +980 +3%
MCM
590
MAI Capital Management
Ohio
$1.78M +$429K +7,396 +33%
OPS
591
Orion Portfolio Solutions
Nebraska
$1.73M +$461K +7,948 +38%
LS
592
Leelyn Smith
Illinois
$1.72M
SKK
593
Shepherd Kaplan Krochuk
Massachusetts
$1.7M +$4.64K +80 +0.3%
CDIA
594
Capital Directions Investment Advisors
Georgia
$1.7M +$1.66M +28,700 New
HNW
595
High Note Wealth
Minnesota
$1.69M
PPP
596
Private Portfolio Partners
New Jersey
$1.69M +$23.6K +408 +1%
PBF
597
Petix & Botte Financial
California
$1.63M -$61.4K -1,060 -4%
SWM
598
SigFig Wealth Management
California
$1.61M +$145K +2,496 +10%
TC
599
TAP Consulting
Missouri
$1.61M -$539K -9,304 -26%
MFW
600
Mosaic Family Wealth
Missouri
$1.61M -$376K -6,492 -19%

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.