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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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$64.4M +$4.2M +72,492 +7%
CCM
52
Coldstream Capital Management
Washington
$63.2M +$59.9M +1,033,852 +3,267%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$60.7M +$26M +449,456 +79%
ST
54
Smithfield Trust
Pennsylvania
$60.2M +$113K +1,952 +0.2%
V
55
Veritable
Delaware
$59.2M -$427K -7,364 -0.7%
MPWT
56
MassMutual Private Wealth & Trust
Connecticut
$57.1M +$4.4M +75,880 +9%
EHPM
57
Emery Howard Portfolio Management
California
$53.9M +$2.04M +35,224 +4%
WSTAM
58
Wilbanks Smith & Thomas Asset Management
Virginia
$53.3M +$2.92M +50,444 +6%
AssetMark Inc
59
AssetMark Inc
California
$52.5M +$3.31M +57,152 +7%
PGFC
60
Peapack-Gladstone Financial Corp
New Jersey
$50.3M -$193K -3,324 -0.4%
CA
61
Clearstead Advisors
Ohio
$48.8M -$456K -7,860 -0.9%
NFG
62
Nadler Financial Group
Illinois
$48.3M +$1.63M +28,168 +4%
HighTower Advisors
63
HighTower Advisors
Illinois
$48.2M -$9.62M -166,036 -17%
NQWM
64
Northwest Quadrant Wealth Management
Oregon
$43.7M +$1.24M +21,472 +3%
CI
65
CX Institutional
Indiana
$42.2M -$4.82M -83,080 -10%
CPIG
66
Chicago Partners Investment Group
Illinois
$41.8M +$2.23M +38,476 +6%
Mariner
67
Mariner
Kansas
$41.5M +$3.44M +59,304 +9%
RWMH
68
Riverpoint Wealth Management Holdings
Illinois
$41.3M +$249K +4,296 +0.6%
PAI
69
Pittenger & Anderson Inc
Nebraska
$40.4M +$444K +7,668 +1%
MGIA
70
Moneta Group Investment Advisors
Missouri
$38.9M +$4.25M +73,284 +13%
BFPW
71
BOK Financial Private Wealth
Colorado
$38.6M -$2.79M -48,204 -7%
TTWM
72
TCV Trust & Wealth Management
Virginia
$38.1M -$552K -9,516 -1%
EH
73
Equitable Holdings
New York
$38M +$1.28M +22,032 +4%
CWM
74
Connecticut Wealth Management
Connecticut
$37.9M +$37M +639,092 New
DJSG
75
D.J. St. Germain
Massachusetts
$37.4M -$839K -14,476 -2%

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.