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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
HR
751
Hayden Royal
North Carolina
$893K +$872K +15,044 New
IA
752
IFG Advisors
Missouri
$890K +$2.32K +40 +0.3%
MPCG
753
Matrix Private Capital Group
New York
$890K +$26.2K +452 +3%
MCM
754
Mitchell Capital Management
Kansas
$890K +$76.5K +1,320 +10%
VFA
755
Voya Financial Advisors
Connecticut
$885K -$3.14M -54,096 -78%
ACP
756
Ashfield Capital Partners
California
$884K +$15.8K +272 +2%
PAM
757
Private Asset Management
California
$880K -$36.2K -624 -4%
BHIA
758
Birch Hill Investment Advisors
Massachusetts
$880K
TA
759
Trellis Advisors
Washington
$880K
CA
760
CGN Advisors
Kansas
$876K +$162K +2,788 +23%
WF
761
Welch & Forbes
Massachusetts
$869K
SAS
762
Sanford Advisory Services
Michigan
$868K +$18.5K +320 +2%
WPW
763
Waldron Private Wealth
Pennsylvania
$866K
VWA
764
V Wealth Advisors
Kansas
$861K +$57.3K +988 +7%
BHTS
765
Bar Harbor Trust Services
Maine
$861K +$842K +14,520 New
DWMG
766
DB Wealth Management Group
California
$849K +$464 +8 +0.1%
RC
767
Rinet Company
Massachusetts
$845K
FA
768
Faithward Advisors
Pennsylvania
$843K -$167K -2,880 -17%
LFS
769
Lutz Financial Services
Nebraska
$837K -$15.8K -272 -2%
WI
770
Wintrust Investments
Illinois
$836K +$69.5K +1,200 +9%
GG
771
Gofen & Glossberg
Illinois
$834K
TCOV
772
Trust Company of Vermont
Vermont
$831K +$46.4K +800 +6%
EFSCE
773
Enterprise Financial Services Corp (EFSC)
Missouri
$830K +$55.9K +964 +7%
NDSI
774
Newman Dignan & Sheerar Inc
Rhode Island
$826K +$47.8K +824 +6%
CFIA
775
Cantor Fitzgerald Investment Advisors
New York
$825K -$51K -880 -6%

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.