Vanguard Mid-Cap ETF
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
+$577M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$569M |
| 3 |
Bank of New York Mellon
New York
|
+$182M |
| 4 |
JP Morgan Chase
New York
|
+$103M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$86.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFS
Weitzel Financial Services
Dubuque,
Iowa
|
-$1.22B |
| 2 |
Wells Fargo
San Francisco,
California
|
-$344M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$159M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$29.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$26.2M |
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.