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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
FPFS
1251
First Personal Financial Services
North Carolina
$60K +$9.97K +172 +20%
LWM
1252
Liberty Wealth Management
California
$60K +$72.6K +1,252 +101%
PC
1253
Permanens Capital
New York
$57K -$47.8K -824 -46%
FFA
1254
Freedman Financial Associates
Massachusetts
$57K
HFS
1255
Hantz Financial Services
Michigan
$57K +$56.1K +968 New
BCM
1256
Birch Capital Management
Texas
$55K
PP
1257
Pacifica Partners
Canada
$54K
BCPWM
1258
Bradley & Co Private Wealth Management
Florida
$52K
KFI
1259
Key Financial Inc
Pennsylvania
$52K +$4.64K +80 +10%
SMA
1260
Sage Mountain Advisors
Georgia
$52K +$51.2K +884 New
HWMA
1261
Heritage Wealth Management (Arizona)
Arizona
$48K +$39.4K +680 +548%
DWA
1262
Dougherty Wealth Advisers
Minnesota
$47K
MIM
1263
MTM Investment Management
South Carolina
$47K
OSNBOA
1264
Old Second National Bank of Aurora
Illinois
$46K
JFGIW
1265
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K
BA
1266
Ballast Advisors
Minnesota
$43K
HF
1267
Halpern Financial
Virginia
$42.7K
LWA
1268
Lenox Wealth Advisors
New York
$39K -$12.8K -220 -25%
GI
1269
Gradient Investments
Minnesota
$38K -$35.7K -616 -49%
ARIS
1270
Advanced Research Investment Solutions
California
$38K
IWP
1271
IAG Wealth Partners
Wisconsin
$38K
HI
1272
Hudock Inc
Pennsylvania
$37K
LIA
1273
LS Investment Advisors
Michigan
$37K
BDWM
1274
Brewin Dolphin Wealth Management
Ireland
$36.8K
PA
1275
Perennial Advisors
New York
$35K

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.