Vanguard Mid-Cap ETF
1,272 hedge funds and large institutions have $28.3B invested in Vanguard Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 561 increasing their positions, 378 reducing their positions, and 48 closing their positions.
125% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 48
96% more call options, than puts
Call options by funds: $14.8M | Put options by funds: $7.56M
48% more repeat investments, than reductions
Existing positions increased: 561 | Existing positions reduced: 378
9% more capital invested
Capital invested by funds: $25.9B → $28.3B (+$2.45B)
6% more funds holding in top 10
Funds holding in top 10: 144 → 152 (+8)
4% more funds holding
Funds holding: 1,220 → 1,272 (+52)
2.45% less ownership
Funds ownership: 248.52% → 246.07% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$175M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$133M |
| 3 |
AF
Arrow Financial
Glens Falls,
New York
|
+$67.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$54.2M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$53.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$138M |
| 2 |
ECM
ExodusPoint Capital Management
New York
|
-$82.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$74M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$50.3M |
| 5 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$33.8M |
VO Hedge Fund Activity: Q1 2021 in Review
1,272 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2021, worth a combined $28.3B — up 9.5% from $25.9B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new VO positions and 48 closed out — a net gain of 60 holders — while 561 added to existing stakes and 378 trimmed.
The largest buyer was LPL Financial, adding an estimated $175M. The largest seller was Bank of Montreal, cutting an estimated $138M.
- 1,272 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2021, up from 1,220 in Q4 2020.
- Funds reported $28.3B of Vanguard Mid-Cap ETF stock for Q1 2021, up 9.5% quarter-over-quarter.
- 108 funds opened new Vanguard Mid-Cap ETF positions in Q1 2021 and 48 closed out, a net change of +60 holders.
- The largest Vanguard Mid-Cap ETF buyer in Q1 2021 was LPL Financial, an estimated $175M added.
- The largest Vanguard Mid-Cap ETF seller in Q1 2021 was Bank of Montreal, an estimated $138M sold.
Based on aggregated 13F filings for Q1 2021.