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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
AWM
76
Altium Wealth Management
New York
$36.1M +$190K +3,280 +0.5%
TFS
77
TrustCore Financial Services
Tennessee
$35.2M +$2.61M +45,044 +8%
SB
78
Simmons Bank
Arkansas
$34.9M -$10.9K -188 -0%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$34.4M +$2.16M +37,292 +7%
VVP
80
Venture Visionary Partners
Ohio
$34.3M +$3.12M +53,880 +10%
Natixis Advisors
81
Natixis Advisors
Massachusetts
$34M +$3.63M +62,648 +12%
BlackRock
82
BlackRock
New York
$33.9M +$2.77M +47,816 +9%
AFG
83
Arkansas Financial Group
Arkansas
$32.9M +$1.25M +21,620 +4%
KAS
84
Kestra Advisory Services
Texas
$32.4M +$961K +16,580 +3%
GT
85
Glenmede Trust
Pennsylvania
$32.1M -$1.23M -21,156 -4%
CFGS
86
Concourse Financial Group Securities
Alabama
$31.8M +$967K +16,680 +3%
ME
87
McIlrath & Eck
Washington
$31.7M -$85.1K -1,468 -0.3%
ACM
88
Alpha Capital Management
Texas
$31.5M -$1.01M -17,348 -3%
VR
89
Viridian RIA
Washington
$31.2M
SDWMA
90
Schneider Downs Wealth Management Advisors
Pennsylvania
$31.1M -$128K -2,216 -0.4%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$30.5M +$469K +8,084 +2%
SI
92
Stephens Inc
Arkansas
$30.5M +$1.4M +24,188 +5%
G
93
GenTrust
Florida
$30.2M +$1.15M +19,808 +4%
BBA
94
BLB&B Advisors
Pennsylvania
$29M -$809K -13,956 -3%
US Bancorp
95
US Bancorp
Minnesota
$28.7M +$354K +6,104 +1%
PIMG
96
Patriot Investment Management Group
Tennessee
$28.5M -$3.28M -56,640 -11%
AHC
97
Anderson Hoagland & Co
Missouri
$28.4M -$1.17M -20,128 -4%
LIM
98
Leavell Investment Management
Alabama
$28.2M
FMWA
99
Forvis Mazars Wealth Advisors
Missouri
$27.7M +$102K +1,760 +0.4%
HWA
100
Heartwood Wealth Advisors
Virginia
$27.7M -$266K -4,596 -1%

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.