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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
CGA
1151
Crescent Grove Advisors
Illinois
$226K +$221K +3,808 New
TWP
1152
Tempus Wealth Planning
California
$226K +$221K +3,812 New
NB
1153
Nicolet Bankshares
Wisconsin
$225K -$4.17K -72 -2%
MWM
1154
Mascoma Wealth Management
New Hampshire
$225K +$23.9K +412 +12%
OCM
1155
Orser Capital Management
Texas
$225K +$220K +3,800 New
RMCM
1156
Reynders McVeigh Capital Management
Massachusetts
$224K -$34.3K -592 -14%
BMCM
1157
Bryn Mawr Capital Management
Pennsylvania
$224K
PL
1158
Parthenon LLC
Kentucky
$223K
BFA
1159
Beaumont Financial Advisors
Massachusetts
$222K +$217K +3,740 New
AWM
1160
Aprio Wealth Management
Georgia
$221K +$216K +3,724 New
CAG
1161
Csenge Advisory Group
Florida
$220K +$214K +3,688 New
SLT
1162
St Louis Trust
Missouri
$220K +$214K +3,700 New
PP
1163
Palladium Partners
Virginia
$219K
PCS
1164
Personal CFO Solutions
New Jersey
$219K
SWM
1165
Sugarloaf Wealth Management
Georgia
$219K +$206K +3,552 +2,400%
FHC
1166
First Heartland Consultants
Missouri
$219K +$214K +3,684 New
CCM
1167
Cribstone Capital Management
Maine
$218K
GPA
1168
Garrison Point Advisors
California
$218K +$213K +3,672 New
COF
1169
Capital One Financial
Virginia
$216K
LFF
1170
Level Four Financial
Texas
$216K +$232 +4 +0.1%
CNFG
1171
Creegan & Nassoura Financial Group
New Hampshire
$214K +$209K +3,600 New
JWBC
1172
J.W. Burns & Co
New York
$214K +$209K +3,600 New
ECM
1173
Evergreen Capital Management
Washington
$214K +$209K +3,604 New
FLII
1174
First Long Island Investors
New York
$211K +$206K +3,560 New
BWM
1175
Blossom Wealth Management
California
$211K +$207K +3,564 New

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.