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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
IAP
876
Indie Asset Partners
Indiana
$566K
KFP
877
KMG Fiduciary Partners
Ohio
$562K +$4.17K +72 +0.8%
SFG
878
StrategIQ Financial Group
Indiana
$560K +$232 +4 +0%
CCA
879
Checchi Capital Advisers
California
$560K +$464 +8 +0.1%
LGA
880
Lebenthal Global Advisors
New York
$560K +$315K +5,440 +136%
MWA
881
Moser Wealth Advisors
Washington
$558K
AWA
882
Acorn Wealth Advisors
Michigan
$558K +$31.8K +548 +6%
FRA
883
Frank Rimerman Advisors
California
$549K
NS
884
Newman & Schimel
Illinois
$549K
OFG
885
Omega Financial Group
California
$548K +$1.16K +20 +0.2%
SIM
886
Stratos Investment Management
Ohio
$545K +$118K +2,028 +28%
NRI
887
NFP Retirement Inc
California
$539K +$42K +724 +9%
BAM
888
Beaumont Asset Management
Texas
$538K
SFP
889
Sterling Financial Planning
New Jersey
$531K -$23.2K -400 -4%
AMCA
890
Arthur M. Cohen & Associates
Illinois
$526K +$464 +8 +0.1%
PFWA
891
Paces Ferry Wealth Advisors
Georgia
$525K +$1.62K +28 +0.3%
IFG
892
Investors Financial Group
Minnesota
$521K +$10.2K +176 +2%
TIA
893
Traphagen Investment Advisors
New Jersey
$519K +$12.8K +220 +3%
KCM
894
Kennicott Capital Management
California
$517K +$232 +4 +0%
OPA
895
Old Port Advisors
Maine
$516K -$5.8K -100 -1%
AWM
896
Apollon Wealth Management
South Carolina
$514K +$4.17K +72 +0.8%
TAM
897
Townsend Asset Management
North Carolina
$513K +$1.39K +24 +0.3%
SFG
898
SevenBridge Financial Group
Pennsylvania
$512K +$232 +4 +0%
LB
899
Leo Brokerage
Texas
$512K +$6.96K +120 +1%
WA
900
Wambolt & Associates
Colorado
$512K +$42.2K +728 +9%

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.