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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
Koshinski Asset Management
726
Koshinski Asset Management
Illinois
$1M -$332K -5,728 -25%
STB
727
S&T Bank
Pennsylvania
$994K
DFA
728
Delta Financial Advisors
Louisiana
$991K +$10.2K +176 +1%
AUB
729
Atlantic Union Bankshares
Virginia
$982K +$116K +2,000 +14%
GWM
730
Greenhouse Wealth Management
Connecticut
$979K -$84.6K -1,460 -8%
SEP
731
Southland Equity Partners
Missouri
$956K +$13.4K +232 +1%
SWA
732
Sutton Wealth Advisors
Florida
$955K +$259K +4,468 +38%
SCG
733
Sonata Capital Group
Washington
$954K
MA
734
MONECO Advisors
Connecticut
$952K -$64.4K -1,112 -6%
LPT
735
Legacy Private Trust
Wisconsin
$950K
CCA
736
Conservest Capital Advisors
Pennsylvania
$949K -$6.03K -104 -0.6%
RT
737
Rockland Trust
Massachusetts
$948K
TSWM
738
Triangle Securities Wealth Management
North Carolina
$946K -$15.1K -260 -2%
ACM
739
AlphaStar Capital Management
North Carolina
$940K +$48.9K +844 +6%
MA
740
MJP Associates
Connecticut
$939K +$88.6K +1,528 +11%
MAM
741
Marotta Asset Management
Virginia
$938K +$4.41K +76 +0.5%
VPIM
742
Vanguard Personalized Indexing Management
California
$937K
BWM
743
BigSur Wealth Management
Florida
$936K
Deutsche Bank
744
Deutsche Bank
Germany
$934K +$138K +2,376 +18%
WCM
745
WealthBridge Capital Management
Ohio
$918K -$53.3K -920 -6%
BMWM
746
Brown Miller Wealth Management
Virginia
$917K +$210K +3,620 +31%
TA
747
TFG Advisers
Michigan
$914K +$17.4K +300 +2%
GWM
748
Geneos Wealth Management
Colorado
$906K -$12.8M -221,088 -94%
OA
749
Oxbow Advisors
Texas
$902K
First Manhattan
750
First Manhattan
New York
$893K -$9.74K -168 -1%

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.