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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
FCB
1101
First Command Bank
Texas
$262K -$6.03K -104 -2%
FCFS
1102
First Command Financial Services
Texas
$262K -$6.03K -104 -2%
EDRH
1103
Edmond de Rothschild Holding
Switzerland
$262K
FBC
1104
Fairfield, Bush & Co
Connecticut
$262K
MFG
1105
Merit Financial Group
Georgia
$262K +$256K +4,416 New
PFA
1106
Plotkin Financial Advisors
Maryland
$262K +$256K +4,412 New
RFA
1107
Reilly Financial Advisors
California
$260K +$927 +16 +0.4%
NCM
1108
Northwest Capital Management
Oregon
$258K -$4.17K -72 -2%
CL
1109
COWA LLC
Oklahoma
$258K
IA
1110
Insight Advisors
Pennsylvania
$256K -$27.8K -480 -10%
EBT
1111
Enterprise Bank & Trust
Massachusetts
$256K +$37.1K +640 +17%
BOPW
1112
Brandywine Oak Private Wealth
Pennsylvania
$255K +$250K +4,312 New
FIA
1113
Foundations Investment Advisors
Arizona
$253K +$27.6K +476 +13%
MIM
1114
Marco Investment Management
Georgia
$252K -$60.3K -1,040 -20%
CRI
1115
Colonial River Investments
Virginia
$252K +$246K +4,248 New
RMAM
1116
Raab & Moskowitz Asset Management
New Jersey
$251K -$27.6K -476 -10%
MAM
1117
McLean Asset Management
Virginia
$251K
AFG
1118
Allegheny Financial Group
Pennsylvania
$250K +$244K +4,216 New
MCM
1119
McMillion Capital Management
North Carolina
$249K -$155K -2,668 -39%
UAS
1120
United Asset Strategies
New York
$248K -$5.1K -88 -2%
ZIM
1121
Zacks Investment Management
Illinois
$248K +$242K +4,180 New
RA
1122
Riverstone Advisors
Texas
$247K -$11.6K -200 -5%
NB
1123
NBT Bank
New York
$247K -$2.32K -40 -0.9%
AA
1124
Argent Advisors
Louisiana
$247K
WTFG
1125
Wells Trecaso Financial Group
Ohio
$247K

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.