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Vanguard Mid-Cap ETF
VO

1,354 hedge funds and large institutions have $31.4B invested in Vanguard Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 639 increasing their positions, 347 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $27.3M | Put options by funds: $7.81M

113% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 40

84% more repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 347

5% more funds holding in top 10

Funds holding in top 10: 146 → 154 (+8)

2% more funds holding

Funds holding: 1,327 → 1,354 (+27)

3% more capital invested

Capital invested by funds: $30.6B → $31.4B (+$852M)

3.88% less ownership

Funds ownership: 254.24% → 250.36% (-3.9%)

Holders
1,354
Holders Change
+27
Holders Change %
+2.03%
% of All Funds
23.7%
Holding in Top 10
154
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.48%
% of All Funds
2.7%
New
85
Increased
639
Reduced
347
Closed
40
Calls
$27.3M
Puts
$7.81M
Net Calls
+$19.5M
Net Calls Change
-$18M

Top Buyers

Rank Fund Capital Flow
1
LCWP
Legacy Capital Wealth Partners
Arkansas
+$577M
2
RJA
Raymond James & Associates
Florida
+$569M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$182M
4
JP Morgan Chase
JP Morgan Chase
New York
+$103M
5
PAG
Private Advisor Group
New Jersey
+$86.4M

Top Sellers

Rank Fund Capital Flow
1
WFS
Weitzel Financial Services
Iowa
-$1.22B
2
Wells Fargo
Wells Fargo
California
-$344M
3
Bank of America
Bank of America
North Carolina
-$159M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$29.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSB
1201
Norway Savings Bank
Maine
$206K -$67.7K -1,120 -24%
HFAS
1202
Hummer Financial Advisory Services
Illinois
$206K – – –
MAA
1203
Matrix Asset Advisors
New York
$206K – – –
FEG
1204
Financial Enhancement Group
Indiana
$204K -$1.69K -28 -0.8%
EA
1205
Evergreen Advisors
Tennessee
$204K +$208K +3,444 New
MPW
1206
MA Private Wealth
California
$203K +$483 +8 +0.2%
AWAG
1207
ARS Wealth Advisors Group
Florida
$203K +$207K +3,428 New
Bank of Nova Scotia
1208
Bank of Nova Scotia
Ontario, Canada
$201K +$483 +8 +0.2%
CC
1209
Cannell & Co
New York
$200K +$204K +3,384 New
SBF
1210
Sara-Bay Financial
Florida
$200K +$204K +3,384 New
APW
1211
Acima Private Wealth
Virginia
$193K – – –
AIC
1212
Archer Investment Corporation
Indiana
$192K – – –
KIG
1213
Kowal Investment Group
Wisconsin
$185K +$188K +3,116 New
JPLA
1214
Joseph P. Lucia & Associates
New York
$181K +$95.5K +1,580 +107%
BIA
1215
Bell Investment Advisors
California
$170K +$173K +2,868 New
GTAM
1216
Global Trust Asset Management
Florida
$166K – – –
Barclays
1217
Barclays
United Kingdom
$165K – – –
CB
1218
Community Bank
New York
$165K – – –
MA
1219
MCF Advisors
Kentucky
$157K +$25.9K +428 +19%
FFC
1220
First Financial Corp
Indiana
$150K +$54.6K +904 +56%
CT
1221
Clearstead Trust
Maine
$147K +$149K +2,472 +15,450%
NG
1222
NWK Group
California
$142K – – –
GWSG
1223
GPS Wealth Strategies Group
Colorado
$141K +$242 +4 +0.2%
LF
1224
Lee Financial
Texas
$136K +$18.1K +300 +15%
AWMS
1225
Advocacy Wealth Management Services
Georgia
$134K – – –
47 48
49
50 51

VO Hedge Fund Activity: Q3 2021 in Review

1,354 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2021, worth a combined $31.4B — up 2.8% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new VO positions and 40 closed out — a net gain of 45 holders — while 639 added to existing stakes and 347 trimmed.

The largest buyer was Legacy Capital Wealth Partners, adding an estimated $577M. The largest seller was Weitzel Financial Services, cutting an estimated $1.22B.

  • 1,354 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2021, up from 1,327 in Q2 2021.
  • Funds reported $31.4B of Vanguard Mid-Cap ETF stock for Q3 2021, up 2.8% quarter-over-quarter.
  • 85 funds opened new Vanguard Mid-Cap ETF positions in Q3 2021 and 40 closed out, a net change of +45 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2021 was Legacy Capital Wealth Partners, an estimated $577M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2021 was Weitzel Financial Services, an estimated $1.22B sold.

Based on aggregated 13F filings for Q3 2021.