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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
PWM
701
Perigon Wealth Management
California
$1.11M -$72.1K -1,244 -6%
ZF
702
Zhang Financial
Michigan
$1.11M
DI
703
Disciplined Investments
Oklahoma
$1.1M +$8.58K +148 +0.8%
S
704
SignatureFD
Georgia
$1.09M +$109K +1,880 +11%
TCWA
705
Ten Capital Wealth Advisors
Washington
$1.09M +$533K +9,200 +100%
HCMT
706
Highland Capital Management (Tennessee)
Tennessee
$1.08M -$753K -12,988 -42%
AWS
707
AJ Wealth Strategies
New York
$1.08M +$58K +1,000 +6%
HPC
708
HM Payson & Co
Maine
$1.08M -$20.6K -356 -2%
PCA
709
Pallas Capital Advisors
Massachusetts
$1.08M +$1.04M +17,960 New
SYBT
710
Stock Yards Bank & Trust
Kentucky
$1.07M +$64.2K +1,108 +7%
GWAM
711
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.06M -$11.8K -204 -1%
FNBT
712
FineMark National Bank & Trust
Florida
$1.05M +$178K +3,068 +21%
WTB
713
Washington Trust Bank
Washington
$1.05M -$14.1K -244 -1%
SSWM
714
Smith Salley Wealth Management
North Carolina
$1.05M +$16K +276 +2%
MWM
715
Maltin Wealth Management
New Jersey
$1.05M +$198K +3,412 +24%
BFA
716
Bluestem Financial Advisors
Illinois
$1.05M -$134K -2,312 -12%
SVCP
717
Silicon Valley Capital Partners
California
$1.04M -$915K -15,796 -47%
CT
718
Cambridge Trust
Massachusetts
$1.03M
Financial Engines Advisors
719
Financial Engines Advisors
California
$1.03M +$15.1K +260 +2%
CIA
720
Compass Ion Advisors
Pennsylvania
$1.03M +$1.01M +17,380 New
SIS
721
SVB Investment Services
Utah
$1.02M -$69.8K -1,204 -7%
LA
722
Legacy Advisors
Pennsylvania
$1.01M +$29.7K +512 +3%
WA
723
WBH Advisory
Maryland
$1.01M +$232 +4 +0%
RA
724
RFG Advisory
Alabama
$1.01M -$4.64K -80 -0.5%
GLA
725
Great Lakes Advisors
Illinois
$1.01M +$28.5K +492 +3%

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.