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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
AA
826
Aufman Associates
Pennsylvania
$661K +$1.85K +32 +0.3%
LA
827
LexAurum Advisors
Kansas
$660K +$167K +2,876 +35%
EP
828
Eudaimonia Partners
Tennessee
$660K +$268K +4,620 +71%
CW
829
CreativeOne Wealth
Kansas
$659K +$9.27K +160 +1%
CWC
830
Carolinas Wealth Consulting
North Carolina
$649K
MSS
831
Mitchell Sinkler & Starr
Pennsylvania
$647K +$196K +3,380 +45%
GSWM
832
Golden State Wealth Management
California
$640K -$90.9K -1,568 -13%
HGWM
833
Horst & Graben Wealth Management
Oregon
$638K +$97.1K +1,676 +18%
QCG
834
Quadrant Capital Group
Ohio
$636K
VFA
835
Valeo Financial Advisors
Indiana
$633K +$203K +3,508 +49%
MPM
836
Meritage Portfolio Management
Kansas
$630K
TCM
837
Tradewinds Capital Management
Washington
$627K +$79.5K +1,372 +15%
LC
838
Lindbrook Capital
California
$626K
FFBTD
839
First Financial Bank - Trust Division
Ohio
$624K -$9.51K -164 -2%
AP
840
Americana Partners
Texas
$624K
ADL
841
Asset Dedication LLC
California
$624K +$205K +3,536 +51%
WAM
842
WealthTrust Asset Management
Florida
$624K +$610K +10,524 New
TFF
843
The Family Firm
Maryland
$623K +$1.16K +20 +0.2%
MIM
844
Moseley Investment Management
Florida
$623K +$68.2K +1,176 +13%
NCMW
845
Northern Capital Management (Washington)
Washington
$620K +$37.8K +652 +7%
BFM
846
Boothbay Fund Management
New York
$618K +$603K +10,412 New
CS
847
Credit Suisse
Switzerland
$616K +$602K +10,384 New
MWM
848
Mission Wealth Management
California
$615K +$2.09K +36 +0.3%
MBT
849
Montecito Bank & Trust
California
$610K +$101K +1,748 +20%
SFO
850
Stokes Family Office
Louisiana
$609K +$13.9K +240 +2%

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.