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Vanguard Mid-Cap ETF
VO

1,354 hedge funds and large institutions have $31.4B invested in Vanguard Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 639 increasing their positions, 347 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $7.81M

113% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 40

84% more repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 347

5% more funds holding in top 10

Funds holding in top 10: 146 → 154 (+8)

2% more funds holding

Funds holding: 1,327 → 1,354 (+27)

3% more capital invested

Capital invested by funds: $30.6B → $31.4B (+$852M)

3.88% less ownership

Funds ownership: 254.24% → 250.36% (-3.9%)

Holders
1,354
Holders Change
+27
Holders Change %
+2.03%
% of All Funds
23.7%
Holding in Top 10
154
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.48%
% of All Funds
2.7%
New
85
Increased
639
Reduced
347
Closed
40
Calls
$27.3M
Puts
$7.81M
Net Calls
+$19.5M
Net Calls Change
-$18M

Top Buyers

Rank Fund Capital Flow
1
LCWP
Legacy Capital Wealth Partners
Arkansas
+$577M
2
RJA
Raymond James & Associates
Florida
+$569M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$182M
4
JP Morgan Chase
JP Morgan Chase
New York
+$103M
5
PAG
Private Advisor Group
New Jersey
+$86.4M

Top Sellers

Rank Fund Capital Flow
1
WFS
Weitzel Financial Services
Iowa
-$1.22B
2
Wells Fargo
Wells Fargo
California
-$344M
3
Bank of America
Bank of America
North Carolina
-$159M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$29.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TVWM
1001
Tower View Wealth Management
Wisconsin
$387K -$10.9K -180 -3%
PWW
1002
Pettyjohn Wood & White
Virginia
$387K +$483 +8 +0.1%
ECG
1003
EPIQ Capital Group
California
$385K +$967 +16 +0.2%
GM
1004
GeoWealth Management
Illinois
$385K +$393K +6,508 New
Chevy Chase Trust
1005
Chevy Chase Trust
Maryland
$384K -$49.5K -820 -11%
CAM
1006
Concorde Asset Management
Michigan
$384K +$725 +12 +0.2%
GP
1007
Girard Partners
Pennsylvania
$383K -$55.1K -912 -12%
PFSC
1008
Peoples Financial Services Corp
Pennsylvania
$383K +$57.5K +952 +17%
BC
1009
Burney Company
Virginia
$381K -$42.1K -696 -10%
PB
1010
Pinnacle Bancorp
Nebraska
$379K +$88.2K +1,460 +30%
HCM
1011
Hutchinson Capital Management
California
$375K – – –
TLFA
1012
True Link Financial Advisors
California
$375K – – –
CAG
1013
Compass Advisory Group
New York
$375K +$52.2K +864 +16%
CAM
1014
Congress Asset Management
Massachusetts
$374K -$58K -960 -13%
MWP
1015
Meridian Wealth Partners
Pennsylvania
$374K -$4.59K -76 -1%
RPGK
1016
Retirement Planning Group (Kansas)
Kansas
$372K +$9.67K +160 +3%
OWA
1017
One Wealth Advisors
California
$371K – – –
WCWM
1018
Willow Creek Wealth Management
California
$370K – – –
FAT
1019
First American Trust
California
$370K +$378K +6,248 New
9WM
1020
9258 Wealth Management
Ohio
$368K – – –
WDC
1021
Woodward Diversified Capital
California
$365K – – –
CA
1022
Calton & Associates
Florida
$365K +$373K +6,172 New
GKWIM
1023
Gerber Kawasaki Wealth & Investment Management
California
$364K -$80.7K -1,336 -18%
SFP
1024
Strategic Financial Partners
Oregon
$364K +$242 +4 +0.1%
BCM
1025
Bienville Capital Management
New York
$363K – – –
39 40
41
42 43

VO Hedge Fund Activity: Q3 2021 in Review

1,354 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2021, worth a combined $31.4B — up 2.8% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new VO positions and 40 closed out — a net gain of 45 holders — while 639 added to existing stakes and 347 trimmed.

The largest buyer was Legacy Capital Wealth Partners, adding an estimated $577M. The largest seller was Weitzel Financial Services, cutting an estimated $1.22B.

  • 1,354 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2021, up from 1,327 in Q2 2021.
  • Funds reported $31.4B of Vanguard Mid-Cap ETF stock for Q3 2021, up 2.8% quarter-over-quarter.
  • 85 funds opened new Vanguard Mid-Cap ETF positions in Q3 2021 and 40 closed out, a net change of +45 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2021 was Legacy Capital Wealth Partners, an estimated $577M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2021 was Weitzel Financial Services, an estimated $1.22B sold.

Based on aggregated 13F filings for Q3 2021.