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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
CPFP
1051
Clear Perspectives Financial Planning
Ohio
$314K
RA
1052
Rodgers & Associates
Pennsylvania
$314K
RWA
1053
River Wealth Advisors
Pennsylvania
$312K -$464 -8 -0.2%
SW
1054
SkyOak Wealth
Michigan
$309K
FFA
1055
Founders Financial Alliance
North Carolina
$307K +$927 +16 +0.3%
OWM
1056
Orgel Wealth Management
Wisconsin
$306K
FWCM
1057
Ferguson Wellman Capital Management
Oregon
$301K
GIA
1058
Guyasuta Investment Advisors
Pennsylvania
$301K
OPCM
1059
Osborne Partners Capital Management
California
$300K -$33.6K -580 -10%
CCM
1060
Crossvault Capital Management
Texas
$299K
SCA
1061
Stokes Capital Advisors
South Carolina
$298K -$116K -2,000 -28%
C
1062
Certuity
Florida
$297K -$75.8K -1,308 -21%
FCBT
1063
First Citizens Bank & Trust
North Carolina
$296K -$8.11K -140 -3%
MPPLM
1064
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$296K +$289K +4,980 New
PB
1065
Pinnacle Bancorp
Nebraska
$293K -$2.32K -40 -0.8%
IWMA
1066
Ironwood Wealth Management (Arizona)
Arizona
$292K
VAS
1067
Vestmark Advisory Solutions
Massachusetts
$292K +$65.8K +1,136 +30%
CWM
1068
Cedar Wealth Management
California
$292K +$103K +1,780 +57%
CSIC
1069
Clifford Swan Investment Counsel
California
$290K +$464 +8 +0.2%
FWM
1070
Frontier Wealth Management
Missouri
$289K -$695 -12 -0.2%
FWP
1071
FAS Wealth Partners
Kansas
$286K
YIA
1072
YHB Investment Advisors
Connecticut
$285K
WP
1073
WealthSource Partners
California
$285K +$278K +4,800 New
PA
1074
Parkside Advisors
California
$284K -$11.6K -200 -4%
WP
1075
WealthShield Partners
North Carolina
$284K -$5.1K -88 -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.