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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
BA
676
Bridgewater Advisors
New York
$1.2M
RSVP
677
Ramsay Stattman Vela & Price
Colorado
$1.2M -$116K -2,000 -9%
FLA
678
Financial Life Advisors
Texas
$1.2M -$71.9K -1,240 -6%
SIA
679
Strategic Investment Advisors
Michigan
$1.2M +$107K +1,844 +10%
ICP
680
Interchange Capital Partners
Pennsylvania
$1.17M -$857K -14,792 -43%
CSPIA
681
Cary Street Partners Investment Advisory
Virginia
$1.16M +$270K +4,664 +31%
ECM
682
EagleClaw Capital Management
Massachusetts
$1.16M -$104K -1,800 -8%
WIA
683
World Investment Advisors
California
$1.16M +$41.5K +716 +4%
CWM
684
Cornerstone Wealth Management
Missouri
$1.16M +$70.5K +1,216 +7%
MG
685
MilWealth Group
Wisconsin
$1.16M -$110K -1,900 -9%
TCA
686
Transcend Capital Advisors
New Jersey
$1.16M +$374K +6,460 +49%
IC
687
IEQ Capital
California
$1.16M +$34.5K +596 +3%
FFA
688
Fragasso Financial Advisors
Pennsylvania
$1.16M +$64K +1,104 +6%
AWA
689
Alta Wealth Advisors
Massachusetts
$1.16M +$10.9K +188 +1%
BFO
690
Boston Family Office
Massachusetts
$1.15M -$101K -1,744 -8%
TFS
691
Thoroughbred Financial Services
Tennessee
$1.15M +$8.35K +144 +0.7%
BCM
692
Brookstone Capital Management
Illinois
$1.15M +$228K +3,932 +26%
RCA
693
Ranch Capital Advisors
Florida
$1.14M -$503K -8,684 -31%
BCP
694
Berkeley Capital Partners
Georgia
$1.14M -$4.17K -72 -0.4%
PWA
695
Peterson Wealth Advisors
Utah
$1.13M -$9.04K -156 -0.8%
BFO
696
Biltmore Family Office
North Carolina
$1.13M +$649K +11,200 +142%
CFO
697
Collective Family Office
Pennsylvania
$1.13M
WJWM
698
Williams Jones Wealth Management
New York
$1.12M +$232K +4,000 +27%
MJRIC
699
Mogy Joel R Investment Counsel
California
$1.12M -$3.25K -56 -0.3%
VBFP
700
Valtinson Bruner Financial Planning
Minnesota
$1.11M +$518K +8,932 +92%

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.