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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
PAIM
1301
Punch & Associates Investment Management
Minnesota
$11K +$10.4K +180 New
HCC
1302
Hirtle Callaghan & Co
Pennsylvania
$10K
NL
1303
NVWM LLC
Pennsylvania
$10K
WQ
1304
Wealth Quarterback
New Jersey
$10K +$9.74K +168 New
IAS
1305
IMA Advisory Services
Colorado
$9K -$50.3K -868 -85%
ANBT
1306
American National Bank & Trust
Texas
$9K
COCM
1307
Charter Oak Capital Management
New Hampshire
$9K
CWP
1308
Concord Wealth Partners
Virginia
$9K
FI
1309
FormulaFolio Investments
Michigan
$9K
ZC
1310
Zeit Capital
Colorado
$9K
SIM
1311
Sonora Investment Management
Arizona
$6K
BU
1312
BBVA USA
Alabama
$6K +$5.8K +100 New
CWA
1313
Carolina Wealth Advisors
South Carolina
$5K
HDIM
1314
Hanson & Doremus Investment Management
Vermont
$5K
SIS
1315
Sound Income Strategies
Florida
$5K +$2.78K +48 +133%
EL
1316
EMFO LLC
Florida
$5K +$5.1K +88 New
H
1317
HoyleCohen
California
$4.94K -$184K -3,168 -4%
BC
1318
Barnett & Company
Tennessee
$4K
EIP
1319
Ellis Investment Partners
Pennsylvania
$4K
NFSG
1320
Newbridge Financial Services Group
Florida
$4K
PGWM
1321
Parisi Gray Wealth Management
New Jersey
$4K +$3.48K +60 New
APC
1322
Aspire Private Capital
North Carolina
$3K -$2.55K -44 -46%
VCM
1323
Vigilant Capital Management
Maine
$3K +$2.55K +44 New
AIA
1324
Arcadia Investment Advisors
Idaho
$2.61K
EWM
1325
Elmwood Wealth Management
California
$2K

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.