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
DWP
626
Destiny Wealth Partners
Florida
$1.48M
PG
627
Proffitt & Goodson
Tennessee
$1.48M -$59.8K -1,032 -4%
PGA
628
Portland Global Advisors
Maine
$1.47M
HWMG
629
Hurlow Wealth Management Group
Indiana
$1.47M -$28.3K -488 -2%
ESB
630
Essex Savings Bank
Connecticut
$1.47M -$8.81K -152 -0.6%
B
631
Bailard
California
$1.46M +$371K +6,396 +35%
SIA
632
Soltis Investment Advisors
Utah
$1.46M +$142K +2,452 +11%
BAIA
633
Bel Air Investment Advisors
California
$1.46M
CFSG
634
Community Financial Services Group
Vermont
$1.45M -$64.2K -1,108 -4%
SSWM
635
Sheets Smith Wealth Management
North Carolina
$1.45M -$26.7K -460 -2%
CIA
636
Covington Investment Advisors
Pennsylvania
$1.44M +$79.3K +1,368 +6%
WWM
637
Windsor Wealth Management
Indiana
$1.44M -$10.9K -188 -0.8%
ATC
638
Adirondack Trust Company
New York
$1.42M
DACG
639
Donor Advised Charitable Giving
California
$1.42M +$4.17K +72 +0.3%
AL
640
ACAS LLC
California
$1.41M +$69.8K +1,204 +5%
CGIM
641
Cannon Global Investment Management
Florida
$1.4M +$1.37M +23,600 New
LSA
642
L & S Advisors
California
$1.4M -$57.3K -988 -4%
MWM
643
Minot Wealth Management
Massachusetts
$1.39M +$66.1K +1,140 +5%
MWPCG
644
Measured Wealth Private Client Group
New Hampshire
$1.39M
TCWM
645
Total Clarity Wealth Management
Illinois
$1.39M -$2.27M -39,160 -63%
HTC
646
Haverford Trust Company
Pennsylvania
$1.38M +$38K +656 +3%
RTS
647
Round Table Services
New Jersey
$1.37M -$265K -4,580 -17%
PMAS
648
PNC Managed Account Solutions
Texas
$1.35M +$1.32M +22,788 New
CFA
649
Carroll Financial Associates
North Carolina
$1.34M +$64K +1,104 +5%
SRC
650
Shufro Rose & Co
New York
$1.34M +$1.31M +22,524 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.