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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
AIM
1226
Axiom Investment Management
New York
$95K
TC
1227
Trust Company
Kansas
$95K
HIA
1228
Harbor Investment Advisory
Maryland
$94K
BMD
1229
Better Money Decisions
New Mexico
$89K
JPLA
1230
Joseph P. Lucia & Associates
New York
$88K +$15.1K +260 +21%
AF
1231
Affiance Financial
Minnesota
$85K +$6.72K +116 +9%
TWM
1232
Tradition Wealth Management
Minnesota
$84K +$464 +8 +0.6%
VNIM
1233
Vaughan Nelson Investment Management
Texas
$84K +$82.3K +1,420 New
SNT
1234
Security National Trust
West Virginia
$83K
CB
1235
CNB Bank
Pennsylvania
$81K
TWA
1236
TCI Wealth Advisors
Arizona
$80K +$695 +12 +0.9%
HFA
1237
HC Financial Advisors
California
$75K -$18.8K -324 -21%
TF
1238
TimeScale Financial
Massachusetts
$74K -$11.6K -200 -14%
BL
1239
Balentine LLC
Georgia
$72K
RG
1240
Retirement Group
California
$72K +$232 +4 +0.3%
FCMT
1241
Founders Capital Management (Texas)
Texas
$72K +$70.2K +1,212 New
PWP
1242
Personal Wealth Partners
Minnesota
$69K +$67.2K +1,160 New
CIA
1243
Cascade Investment Advisors
Oregon
$69K
SL
1244
Savior LLC
Massachusetts
$66K
PWM
1245
Provident Wealth Management
Tennessee
$65K -$7.88K -136 -11%
FA
1246
Financial Advantage
Maryland
$65K
ZB
1247
Zions Bancorporation
Utah
$65K +$63.3K +1,092 New
PMFA
1248
Plante Moran Financial Advisors
Michigan
$63K +$9.27K +160 +18%
RMC
1249
Resources Management Corp
Connecticut
$62K -$16.9K -292 -22%
DAC
1250
Dividend Assets Capital
South Carolina
$61K +$1.16K +20 +2%

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.