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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
EFG
776
Everhart Financial Group
Ohio
$822K +$13.7K +236 +2%
SWP
777
Summit Wealth Partners
Florida
$818K -$57K -984 -7%
MFG
778
MidWestOne Financial Group
Iowa
$813K -$10.7K -184 -1%
IWA
779
Inspirion Wealth Advisors
Illinois
$806K
GSAM
780
Grant Street Asset Management
Pennsylvania
$797K +$4.57M +78,832 +361%
OSAM
781
O'Shaughnessy Asset Management
Connecticut
$795K +$4.64K +80 +0.6%
SC
782
Schoolcraft Capital
Colorado
$786K +$53.1K +916 +7%
Lazard Asset Management
783
Lazard Asset Management
New York
$785K +$56.8K +980 +8%
CFMC
784
Curbstone Financial Management Corp
New Hampshire
$783K
CC
785
Callan Capital
California
$781K -$566K -9,768 -43%
IBOK
786
Independence Bank of Kentucky
Kentucky
$777K -$24.3K -420 -3%
WA
787
Wealth Architects
California
$775K
PLU
788
Performa Ltd (US)
South Carolina
$775K +$757K +13,056 New
LPIC
789
LeJeune Puetz Investment Counsel
Michigan
$773K
BHIC
790
Bassett Hargrove Investment Counsel
Delaware
$772K +$754K +13,008 New
VFIC
791
Valley Forge Investment Consultants
Pennsylvania
$771K +$19.7K +340 +3%
KF
792
Krilogy Financial
Missouri
$769K +$160K +2,756 +27%
MFWM
793
Motley Fool Wealth Management
Virginia
$766K -$1.62K -28 -0.2%
OFS
794
Oldfather Financial Services
Nebraska
$766K +$90.6K +1,564 +14%
RCAG
795
Rehmann Capital Advisory Group
Michigan
$764K +$695 +12 +0.1%
RWM
796
Ritholtz Wealth Management
New York
$762K +$250K +4,308 +51%
GSIS
797
Global Strategic Investment Solutions
Arizona
$760K +$63.5K +1,096 +9%
AL
798
Aspiriant LLC
California
$758K +$741K +12,792 New
ARC
799
Advisor Resource Council
Texas
$756K +$738K +12,740 New
FDCDDQ
800
Federation des caisses Desjardins du Quebec
Quebec, Canada
$755K +$116K +2,000 +19%

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.