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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
CCFM
801
Clear Creek Financial Management
Washington
$749K +$731K +12,616 New
LRIA
802
Leonard Rickey Investment Advisors
Washington
$747K -$26K -448 -3%
PWM
803
Paulson Wealth Management
Illinois
$743K +$2.09K +36 +0.3%
CC
804
Courier Capital
New York
$742K +$74.6K +1,288 +11%
WAM
805
WNY Asset Management
New York
$737K +$149K +2,572 +26%
WFA
806
Wellspring Financial Advisors
Ohio
$736K -$294K -5,068 -29%
FBFS
807
First Business Financial Services
Wisconsin
$705K +$464K +8,000 +206%
BIM
808
Baldwin Investment Management
Pennsylvania
$704K +$695 +12 +0.1%
CIBC World Market
809
CIBC World Market
Ontario, Canada
$697K
CAL
810
Capital Analysts LLC
Pennsylvania
$696K +$7.19K +124 +1%
ONB
811
Old National Bancorp
Indiana
$695K -$48.9K -844 -7%
FFG
812
Fullen Financial Group
Ohio
$693K +$2.09K +36 +0.3%
FMW
813
Farr Miller & Washington
District of Columbia
$692K
MWM
814
Meridian Wealth Management
Kentucky
$690K +$194K +3,352 +41%
BWM
815
Benchmark Wealth Management
Connecticut
$689K -$66.5K -1,148 -9%
SWP
816
Strategic Wealth Partners
Ohio
$686K +$670K +11,564 New
CPA
817
Clear Perspective Advisors
Illinois
$685K -$11.6K -200 -2%
CFFP
818
Center for Financial Planning
Michigan
$682K
BFS
819
Bard Financial Services
Connecticut
$674K
SC
820
Slow Capital
California
$672K +$3.01K +52 +0.5%
PCIA
821
Prime Capital Investment Advisors
Kansas
$669K +$654K +11,280 New
MG
822
Mather Group
Illinois
$667K -$75.1K -1,296 -10%
LDB
823
Lee, Danner & Bass
Tennessee
$664K +$12.3K +212 +2%
IC
824
Intersect Capital
California
$662K +$103K +1,772 +19%
HSA
825
HBK Sorce Advisory
Pennsylvania
$661K -$144K -2,480 -18%

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.