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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
CWM
101
Cranbrook Wealth Management
Michigan
$27.5M +$1.14M +19,700 +4%
BI
102
Ballast Inc
Kentucky
$26.9M +$2.57M +44,264 +11%
BCA
103
Berman Capital Advisors
Georgia
$26.8M +$421K +7,272 +2%
CIC
104
Cutler Investment Counsel
Oregon
$26.6M +$50.5K +872 +0.2%
BP
105
BCK Partners
New York
$25.9M +$54.9K +948 +0.2%
PFM
106
Phillips Financial Management
Indiana
$25.6M -$156K -2,688 -0.6%
AllianceBernstein
107
AllianceBernstein
Tennessee
$25.6M -$2.86M -49,332 -10%
SCA
108
Spearhead Capital Advisors
Florida
$25.5M +$168K +2,892 +0.7%
TPW
109
TL Private Wealth
Texas
$25M +$542K +9,344 +2%
BF
110
Blankinship & Foster
California
$24.9M +$1.27M +21,848 +5%
FVWA
111
Foster Victor Wealth Advisors
South Carolina
$24.8M -$560K -9,660 -2%
AA
112
Ancora Advisors
Ohio
$24.7M -$14.8K -256 -0.1%
FWIA
113
Fort Washington Investment Advisors
Ohio
$24.5M +$103K +1,776 +0.4%
FHA
114
First Horizon Advisors
Tennessee
$23.8M -$13.4M -231,332 -37%
WT
115
Whittier Trust
California
$23.4M -$34.3K -592 -0.1%
MA
116
MUFG Americas
New York
$23.3M -$8.72M -150,396 -28%
AFS
117
Axiom Financial Strategies
Indiana
$23.3M -$150K -2,584 -0.7%
PCA
118
Personal Capital Advisors
California
$22.5M -$1.22M -21,048 -5%
DP
119
Divergent Planning
Maryland
$21.9M +$723K +12,468 +3%
CAN
120
Cetera Advisor Networks
California
$21.9M +$2.59M +44,700 +14%
WFS
121
Weitzel Financial Services
Iowa
$21.1M +$1.17B +20,132,448 +23,173%
RFC
122
Regions Financial Corp
Alabama
$21M +$1.18M +20,280 +6%
SFS
123
Searcy Financial Services
Kansas
$20.4M -$136K -2,340 -0.7%
WTC
124
WhitTier Trust Company
Nevada
$20.4M +$92.7K +1,600 +0.5%
EI
125
Ellevest Inc
New York
$20.3M +$1.99M +34,396 +11%

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.