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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
SWM
651
Stockman Wealth Management
Montana
$1.33M -$27.6K -476 -2%
CBN
652
Cadence Bank NA
Texas
$1.33M +$1.16K +20 +0.1%
PAM
653
Peak Asset Management
Colorado
$1.33M +$511K +8,812 +65%
EWM
654
Empirical Wealth Management
Washington
$1.33M +$74.6K +1,288 +6%
WFA
655
Wipfli Financial Advisors
Wisconsin
$1.32M
Neuberger Berman Group
656
Neuberger Berman Group
New York
$1.31M +$228K +3,940 +22%
CAM
657
Chandler Asset Management
California
$1.31M
AR
658
Advisory Research
Illinois
$1.31M
FA
659
Fermata Advisors
California
$1.3M +$812K +14,016 +177%
VIM
660
Vista Investment Management
Pennsylvania
$1.3M -$9.51K -164 -0.7%
GLA
661
Good Life Advisors
Pennsylvania
$1.29M -$88.3K -1,524 -7%
BTW
662
Boston Trust Walden
Massachusetts
$1.29M +$110K +1,900 +10%
SCA
663
Stillwater Capital Advisors
Pennsylvania
$1.28M +$98.5K +1,700 +9%
GHAM
664
Gilman Hill Asset Management
Connecticut
$1.27M +$318K +5,480 +35%
SFPM
665
Sensible Financial Planning & Management
Massachusetts
$1.26M -$162K -2,800 -12%
BS
666
Boenning & Scattergood
Pennsylvania
$1.26M +$61K +1,052 +5%
SFWC
667
Strategic Family Wealth Counselors
New Jersey
$1.26M -$31.8K -548 -3%
CPO
668
Cerity Partners OCIO
New York
$1.26M -$12.5K -216 -1%
CAM
669
Covenant Asset Management
New Jersey
$1.25M -$2.09K -36 -0.2%
HWA
670
Heritage Wealth Advisors
Virginia
$1.24M +$437K +7,532 +56%
AWAP
671
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.24M +$185K +3,184 +18%
SIC
672
Sigma Investment Counselors
Michigan
$1.22M
SWM
673
Segment Wealth Management
Texas
$1.21M +$1.39K +24 +0.1%
BFA
674
Beacon Financial Advisory
Ohio
$1.21M +$95.5K +1,648 +9%
KWM
675
Kingsview Wealth Management
Oregon
$1.21M -$375K -6,472 -24%

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.