We are live on ! Find out more
VO icon

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
CC
901
Claybrook Capital
Massachusetts
$512K +$245K +4,228 +96%
BBW
902
Blue Barn Wealth
Utah
$510K +$498K +8,592 New
VWA
903
VERITY Wealth Advisors
United States
$509K +$695 +12 +0.1%
RFN
904
RDA Financial Network
Iowa
$507K -$316K -5,452 -39%
ACM
905
Allred Capital Management
Texas
$505K -$6.72K -116 -1%
M
906
MOTCO
Texas
$502K +$435K +7,504 +782%
GLLW
907
Graves Light Lenhart Wealth
Virginia
$497K +$464 +8 +0.1%
WWM
908
Western Wealth Management
Colorado
$497K +$252K +4,340 +107%
SBH
909
Segall Bryant & Hamill
Illinois
$493K
Betterment LLC
910
Betterment LLC
New York
$493K +$481K +8,304 New
AI
911
Accredited Investors
Minnesota
$490K +$74.6K +1,288 +18%
NA
912
Nottingham Advisors
New York
$486K -$150K -2,580 -24%
LWM
913
Lyell Wealth Management
California
$486K +$62.8K +1,084 +15%
PL
914
Plancorp LLC
Missouri
$485K
SCA
915
Strategic Capital Advisers
Colorado
$485K
LFA
916
Landmark Financial Advisors
Kentucky
$483K
PFT
917
Providence First Trust
Arizona
$483K
TFM
918
TFC Financial Management
Massachusetts
$483K
HAS
919
HBW Advisory Services
California
$482K +$31.3K +540 +7%
BW
920
Bison Wealth
Georgia
$475K -$1.19M -20,496 -72%
BI
921
Blooom Inc
Kansas
$475K +$15.5K +268 +4%
SCM
922
Southport Capital Management
Tennessee
$474K +$6.26K +108 +1%
LFGH
923
Lee Financial Group Hawaii
Hawaii
$471K -$10.9K -188 -2%
PT
924
Plimoth Trust
Massachusetts
$471K +$6.26K +108 +1%
KBFS
925
Kohmann Bosshard Financial Services
Ohio
$469K

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.