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Vanguard Mid-Cap ETF
VO

1,354 hedge funds and large institutions have $31.4B invested in Vanguard Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 639 increasing their positions, 347 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $7.81M

113% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 40

84% more repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 347

5% more funds holding in top 10

Funds holding in top 10: 146 → 154 (+8)

2% more funds holding

Funds holding: 1,327 → 1,354 (+27)

3% more capital invested

Capital invested by funds: $30.6B → $31.4B (+$852M)

3.88% less ownership

Funds ownership: 254.24% → 250.36% (-3.9%)

Holders
1,354
Holders Change
+27
Holders Change %
+2.03%
% of All Funds
23.7%
Holding in Top 10
154
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.48%
% of All Funds
2.7%
New
85
Increased
639
Reduced
347
Closed
40
Calls
$27.3M
Puts
$7.81M
Net Calls
+$19.5M
Net Calls Change
-$18M

Top Buyers

Rank Fund Capital Flow
1
LCWP
Legacy Capital Wealth Partners
Arkansas
+$577M
2
RJA
Raymond James & Associates
Florida
+$569M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$182M
4
JP Morgan Chase
JP Morgan Chase
New York
+$103M
5
PAG
Private Advisor Group
New Jersey
+$86.4M

Top Sellers

Rank Fund Capital Flow
1
WFS
Weitzel Financial Services
Iowa
-$1.22B
2
Wells Fargo
Wells Fargo
California
-$344M
3
Bank of America
Bank of America
North Carolina
-$159M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$29.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
651
Bailard
California
$1.48M +$27.8K +460 +2%
LCC
652
Lincoln Capital Corp
Rhode Island
$1.48M -$16.4K -272 -1%
PG
653
Proffitt & Goodson
Tennessee
$1.47M -$1.21K -20 -0.1%
DWP
654
Destiny Wealth Partners
Florida
$1.47M -$8.46K -140 -0.6%
PGA
655
Portland Global Advisors
Maine
$1.47M – – –
SSWM
656
Sheets Smith Wealth Management
North Carolina
$1.45M +$2.66K +44 +0.2%
WWM
657
Windsor Wealth Management
Indiana
$1.44M -$10.9K -180 -0.7%
SIA
658
Strategic Investment Advisors
Michigan
$1.43M +$243K +4,024 +20%
HWMG
659
Hurlow Wealth Management Group
Indiana
$1.43M -$38.4K -636 -3%
DACG
660
Donor Advised Charitable Giving
California
$1.43M +$3.63K +60 +0.2%
Principal Financial Group
661
Principal Financial Group
Iowa
$1.41M -$797K -13,188 -36%
CFSG
662
Community Financial Services Group
Vermont
$1.41M -$35.8K -592 -2%
TW
663
Towerpoint Wealth
California
$1.4M +$1.43M +23,644 New
LSA
664
L & S Advisors
California
$1.4M +$1.21K +20 +0.1%
MWM
665
Minot Wealth Management
Massachusetts
$1.39M – – –
MWPCG
666
Measured Wealth Private Client Group
New Hampshire
$1.39M -$1.93K -32 -0.1%
HTC
667
Haverford Trust Company
Pennsylvania
$1.38M – – –
BCM
668
Brookstone Capital Management
Illinois
$1.38M +$203K +3,360 +17%
TCWM
669
Total Clarity Wealth Management
Illinois
$1.37M -$8.46K -140 -0.6%
ACM
670
AlphaStar Capital Management
North Carolina
$1.35M +$333K +5,504 +35%
SFWC
671
Strategic Family Wealth Counselors
New Jersey
$1.34M +$84.6K +1,400 +7%
CFA
672
Carroll Financial Associates
North Carolina
$1.34M +$4.35K +72 +0.3%
HCMT
673
Highland Capital Management (Tennessee)
Tennessee
$1.34M +$262K +4,340 +24%
SWM
674
Stockman Wealth Management
Montana
$1.33M – – –
CBN
675
Cadence Bank NA
Texas
$1.33M +$2.66K +44 +0.2%
25 26
27
28 29

VO Hedge Fund Activity: Q3 2021 in Review

1,354 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2021, worth a combined $31.4B — up 2.8% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new VO positions and 40 closed out — a net gain of 45 holders — while 639 added to existing stakes and 347 trimmed.

The largest buyer was Legacy Capital Wealth Partners, adding an estimated $577M. The largest seller was Weitzel Financial Services, cutting an estimated $1.22B.

  • 1,354 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2021, up from 1,327 in Q2 2021.
  • Funds reported $31.4B of Vanguard Mid-Cap ETF stock for Q3 2021, up 2.8% quarter-over-quarter.
  • 85 funds opened new Vanguard Mid-Cap ETF positions in Q3 2021 and 40 closed out, a net change of +45 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2021 was Legacy Capital Wealth Partners, an estimated $577M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2021 was Weitzel Financial Services, an estimated $1.22B sold.

Based on aggregated 13F filings for Q3 2021.