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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
MPW
1026
Monterey Private Wealth
California
$345K +$927 +16 +0.3%
V
1027
VeraBank
Texas
$344K +$336K +5,792 New
BBNA
1028
Bremer Bank National Association
Minnesota
$339K +$331K +5,716 New
EW
1029
Evoke Wealth
California
$337K
PWA
1030
Physician Wealth Advisors
Utah
$334K +$1.62K +28 +0.5%
BA
1031
BCM Advisors
Louisiana
$334K +$337K +5,816 New
KW
1032
KWB Wealth
California
$333K
CHAM
1033
Clear Harbor Asset Management
Connecticut
$331K
CFG
1034
Cooper Financial Group
California
$328K -$10.7K -184 -3%
LIM
1035
Lathrop Investment Management
Arkansas
$328K
PFSC
1036
Peoples Financial Services Corp
Pennsylvania
$328K
SAM
1037
Strategy Asset Managers
California
$328K +$320K +5,516 New
HVP
1038
Hudson Value Partners
Florida
$328K +$320K +5,524 New
FNBOMD
1039
First National Bank of Mount Dora
Florida
$327K
MIA
1040
MainStreet Investment Advisors
Illinois
$326K -$9.04K -156 -3%
MWM
1041
Madison Wealth Management
Ohio
$325K -$35.7K -616 -10%
ACA
1042
Aptus Capital Advisors
Alabama
$325K
CAG
1043
Compass Advisory Group
New York
$325K +$927 +16 +0.3%
SCA
1044
Snowden Capital Advisors
New York
$323K +$232 +4 +0.1%
IF
1045
Ironwood Financial
Arizona
$318K +$42.2K +728 +16%
IIC
1046
Ironwood Investment Counsel
Arizona
$317K +$464 +8 +0.1%
RC
1047
RegentAtlantic Capital
New Jersey
$316K -$28.1K -484 -8%
CT
1048
Columbia Trust
Oregon
$315K -$40.6K -700 -12%
VWM
1049
Venturi Wealth Management
Texas
$315K +$85.5K +1,476 +39%
KM
1050
Kalos Management
Georgia
$314K -$92K -1,588 -23%

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.