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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
RPGK
1001
Retirement Planning Group (Kansas)
Kansas
$364K +$37.8K +652 +12%
CMBA
1002
C.M. Bidwell & Associates
Hawaii
$364K +$177K +3,048 +99%
MIG
1003
McGuire Investment Group
Rhode Island
$363K -$257K -4,436 -42%
EWM
1004
EPG Wealth Management
Georgia
$363K
JIP
1005
Jaffetilchin Investment Partners
Florida
$363K +$164K +2,836 +78%
FPCG
1006
Fort Pitt Capital Group
Pennsylvania
$362K
FFWA
1007
FRG Family Wealth Advisors
Washington
$362K
LWP
1008
Laurel Wealth Planning
Minnesota
$362K
FPGK
1009
Financial Partners Group (Kansas)
Kansas
$362K +$927 +16 +0.3%
MFG
1010
Monumental Financial Group
Maryland
$361K +$352K +6,080 New
CFA
1011
CWS Financial Advisors
Michigan
$360K
SB
1012
Sunflower Bank
Texas
$360K
SIAG
1013
Safeguard Investment Advisory Group
California
$359K +$927 +16 +0.3%
CAL
1014
Capital Advisors Ltd
Ohio
$359K +$23.4K +404 +7%
PWM
1015
Penobscot Wealth Management
Maine
$354K +$346K +5,964 New
FPCM
1016
Financial Partners Capital Management
New York
$354K -$1.85K -32 -0.5%
BCI
1017
Brinker Capital Investments
Pennsylvania
$352K +$36.6K +632 +12%
CCM
1018
Crew Capital Management
Ohio
$350K -$13.7K -236 -4%
CWM
1019
Chicago Wealth Management
Illinois
$350K
MAS
1020
Madden Advisory Services
Florida
$348K -$20.9K -360 -6%
GF
1021
Gries Financial
Ohio
$348K
ML
1022
McAdam LLC
Pennsylvania
$348K +$335K +5,772 New
RPWA
1023
Regent Peak Wealth Advisors
Georgia
$347K -$2.09K -36 -0.6%
IFG
1024
Independent Financial Group
California
$346K +$58.9K +1,016 +21%
MP
1025
McDonald Partners
Ohio
$345K -$7.88K -136 -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.