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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
OCM
1276
Orion Capital Management
California
$34K
BCM
1277
Blume Capital Management
California
$33K
TIM
1278
Tortoise Investment Management
New York
$32K -$20.6K -356 -40%
CFG
1279
CKW Financial Group
Hawaii
$32K -$19.9K -344 -39%
APWA
1280
Atlas Private Wealth Advisors
New Jersey
$32K +$232 +4 +0.8%
BBL
1281
Beck Bode LLC
Massachusetts
$30K +$29K +500 New
SN
1282
Sittner & Nelson
Oregon
$27K
AL
1283
ADE LLC
Maryland
$24K
AWM
1284
AllSquare Wealth Management
New York
$24K
AIA
1285
Armor Investment Advisors
North Carolina
$24K
FWM
1286
Filbrandt Wealth Management
Wisconsin
$24K
SAI
1287
Systematic Alpha Investments
New Jersey
$22K
ASBI
1288
American State Bank (Iowa)
Iowa
$19.7K
ST
1289
Sageworth Trust
Pennsylvania
$19K +$16K +276 +690%
AWM
1290
Atticus Wealth Management
Florida
$17K +$16.7K +288 New
CFN
1291
Cordasco Financial Network
Florida
$16K
SFC
1292
SYM Financial Corp
Indiana
$15K +$14.8K +256 New
SWM
1293
Selective Wealth Management
Virginia
$13K
FWM
1294
Focused Wealth Management
New York
$12K
HCM
1295
Highlander Capital Management
New Jersey
$12K
BFC
1296
Bedel Financial Consulting
Indiana
$12K +$11.6K +200 New
AIP
1297
Ameritas Investment Partners
Nebraska
$11K
CAM
1298
Costello Asset Management
Pennsylvania
$11K
IPW
1299
IronBridge Private Wealth
Texas
$11K
LB
1300
Legacy Bridge
Iowa
$11K

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.