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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
KLI
951
Kelman-Lazarov Inc
Tennessee
$423K -$126K -2,180 -23%
BC
952
Burney Company
Virginia
$423K +$1.16K +20 +0.3%
LRPA
953
L. Roy Papp & Associates
Arizona
$423K +$25.5K +440 +7%
SFG
954
Sovereign Financial Group
Connecticut
$422K
LCM
955
Logan Capital Management
Pennsylvania
$421K
TCPWM
956
Traverso Chambers Private Wealth Management
California
$418K
OC
957
Oakworth Capital
Alabama
$415K -$255K -4,400 -39%
JCM
958
Jacobi Capital Management
Pennsylvania
$414K +$66.3K +1,144 +20%
NAM
959
NTV Asset Management
West Virginia
$413K
SWM
960
Soundmark Wealth Management
Washington
$412K +$17.4K +300 +5%
WSFS
961
Wilmington Savings Fund Society
Delaware
$410K -$53.1K -916 -12%
NGA
962
Naples Global Advisors
Florida
$409K -$695 -12 -0.2%
1SB
963
1ST Source Bank
Indiana
$409K
BCA
964
Biltmore Capital Advisors
New Jersey
$407K +$44.3K +764 +13%
CRCM
965
Corbett Road Capital Management
Virginia
$406K -$169K -2,916 -30%
IA
966
IFS Advisors
Kansas
$406K +$397K +6,844 New
BWM
967
Birchcreek Wealth Management
Ohio
$403K -$34.8K -600 -8%
GIA
968
GHP Investment Advisors
Colorado
$403K +$232 +4 +0.1%
TVWM
969
Tower View Wealth Management
Wisconsin
$399K -$1.16K -20 -0.3%
RWP
970
RWA Wealth Partners
Massachusetts
$399K
EA
971
Ellsworth Advisors
Ohio
$398K
ACM
972
Ategra Capital Management
Virginia
$396K
GEA
973
Glen Eagle Advisors
New Jersey
$396K +$9.97K +172 +3%
CFD
974
Creative Financial Designs
Indiana
$395K -$422K -7,288 -52%
FFG
975
Fortem Financial Group
California
$392K +$10.4K +180 +3%

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.