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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
UB
601
UMB Bank
Missouri
$1.6M -$52.2K -900 -3%
SB
602
Strategic Blueprint
Georgia
$1.6M +$266K +4,596 +20%
ECG
603
Edge Capital Group
Georgia
$1.6M -$29K -500 -2%
PD
604
Planning Directions
Pennsylvania
$1.57M -$16.9K -292 -1%
MECA
605
Miller Equity Capital Advisors
Texas
$1.57M +$276K +4,760 +22%
WB
606
Webster Bank
Connecticut
$1.57M +$218K +3,760 +17%
B
607
Bridgeworth
Alabama
$1.56M +$69.3K +1,196 +5%
5L
608
55I LLC
Massachusetts
$1.56M +$827K +14,268 +118%
VRM
609
Vectors Research Management
New York
$1.56M -$739K -12,752 -33%
HC
610
HNP Capital
New York
$1.56M -$130K -2,236 -8%
PPA
611
Parametric Portfolio Associates
Washington
$1.56M +$201K +3,464 +15%
FANJ
612
Financial Architects (New Jersey)
New Jersey
$1.55M +$75.8K +1,308 +5%
AIFAIM
613
American Institute for Advanced Investment Management
Arizona
$1.55M -$41K -708 -3%
ACA
614
Affinity Capital Advisors
California
$1.54M -$33.6K -580 -2%
SC
615
Scotia Capital
Ontario, Canada
$1.53M +$191K +3,292 +15%
DWT
616
Dorsey & Whitney Trust
South Dakota
$1.52M
CPWM
617
Cypress Point Wealth Management
Texas
$1.52M -$201K -3,460 -12%
ACM
618
Azimuth Capital Management
Michigan
$1.52M +$49.6K +856 +3%
CCG
619
Chatham Capital Group
Georgia
$1.5M
LCC
620
Lincoln Capital Corp
Rhode Island
$1.5M -$8.58K -148 -0.6%
NFP
621
Novak Financial Planning
Maryland
$1.5M -$55.9K -964 -4%
TFCP
622
Twin Focus Capital Partners
Massachusetts
$1.5M
MF
623
Montis Financial
Massachusetts
$1.49M
TRCT
624
Tower Research Capital (TRC)
New York
$1.49M +$1.45M +25,092 New
CCT
625
Country Club Trust
Missouri
$1.48M +$341K +5,884 +31%

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.