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Vanguard Mid-Cap ETF
VO

1,354 hedge funds and large institutions have $31.4B invested in Vanguard Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 639 increasing their positions, 347 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $7.81M

113% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 40

84% more repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 347

5% more funds holding in top 10

Funds holding in top 10: 146 → 154 (+8)

2% more funds holding

Funds holding: 1,327 → 1,354 (+27)

3% more capital invested

Capital invested by funds: $30.6B → $31.4B (+$852M)

3.88% less ownership

Funds ownership: 254.24% → 250.36% (-3.9%)

Holders
1,354
Holders Change
+27
Holders Change %
+2.03%
% of All Funds
23.7%
Holding in Top 10
154
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.48%
% of All Funds
2.7%
New
85
Increased
639
Reduced
347
Closed
40
Calls
$27.3M
Puts
$7.81M
Net Calls
+$19.5M
Net Calls Change
-$18M

Top Buyers

Rank Fund Capital Flow
1
LCWP
Legacy Capital Wealth Partners
Arkansas
+$577M
2
RJA
Raymond James & Associates
Florida
+$569M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$182M
4
JP Morgan Chase
JP Morgan Chase
New York
+$103M
5
PAG
Private Advisor Group
New Jersey
+$86.4M

Top Sellers

Rank Fund Capital Flow
1
WFS
Weitzel Financial Services
Iowa
-$1.22B
2
Wells Fargo
Wells Fargo
California
-$344M
3
Bank of America
Bank of America
North Carolina
-$159M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$29.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
751
Greenhouse Wealth Management
Connecticut
$978K +$1.69K +28 +0.2%
SEP
752
Southland Equity Partners
Missouri
$971K +$18.6K +308 +2%
OPS
753
Orion Portfolio Solutions
Nebraska
$961K -$776K -12,840 -44%
WA
754
Wealth Architects
California
$958K +$189K +3,132 +24%
RT
755
Rockland Trust
Massachusetts
$946K – – –
TSWM
756
Triangle Securities Wealth Management
North Carolina
$943K – – –
TA
757
TFG Advisers
Michigan
$943K +$31.4K +520 +3%
MA
758
MJP Associates
Connecticut
$937K +$725 +12 +0.1%
ADL
759
Asset Dedication LLC
California
$936K +$319K +5,272 +50%
VPIM
760
Vanguard Personalized Indexing Management
California
$935K +$725 +12 +0.1%
GWM
761
Geneos Wealth Management
Colorado
$935K +$26.8K +444 +3%
FA
762
Flagstar Advisors
New York
$934K +$953K +15,772 New
BWM
763
BigSur Wealth Management
Florida
$933K – – –
MAM
764
Marotta Asset Management
Virginia
$932K +$725 +12 +0.1%
BMWM
765
Brown Miller Wealth Management
Virginia
$923K +$8.46K +140 +0.9%
WCM
766
WealthBridge Capital Management
Ohio
$922K +$6.28K +104 +0.7%
SVCP
767
Silicon Valley Capital Partners
California
$917K -$124K -2,048 -12%
WI
768
Wintrust Investments
Illinois
$907K +$74.2K +1,228 +9%
EFG
769
Everhart Financial Group
Ohio
$902K +$83.9K +1,388 +10%
OA
770
Oxbow Advisors
Texas
$900K – – –
SAS
771
Sanford Advisory Services
Michigan
$896K +$30.2K +500 +3%
BHIA
772
Birch Hill Investment Advisors
Massachusetts
$893K +$16K +264 +2%
First Manhattan
773
First Manhattan
New York
$891K – – –
MPCG
774
Matrix Private Capital Group
New York
$891K +$3.14K +52 +0.3%
IA
775
IFG Advisors
Missouri
$890K +$2.42K +40 +0.3%
29 30
31
32 33

VO Hedge Fund Activity: Q3 2021 in Review

1,354 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2021, worth a combined $31.4B — up 2.8% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new VO positions and 40 closed out — a net gain of 45 holders — while 639 added to existing stakes and 347 trimmed.

The largest buyer was Legacy Capital Wealth Partners, adding an estimated $577M. The largest seller was Weitzel Financial Services, cutting an estimated $1.22B.

  • 1,354 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2021, up from 1,327 in Q2 2021.
  • Funds reported $31.4B of Vanguard Mid-Cap ETF stock for Q3 2021, up 2.8% quarter-over-quarter.
  • 85 funds opened new Vanguard Mid-Cap ETF positions in Q3 2021 and 40 closed out, a net change of +45 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2021 was Legacy Capital Wealth Partners, an estimated $577M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2021 was Weitzel Financial Services, an estimated $1.22B sold.

Based on aggregated 13F filings for Q3 2021.