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Vanguard Mid-Cap ETF
VO

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
1,354
Holders Change
+27
Holders Change %
+2.03%
% of All Funds
23.7%
Holding in Top 10
154
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.48%
% of All Funds
2.7%
New
85
Increased
639
Reduced
347
Closed
40
Calls
$27.3M
Puts
$7.81M
Net Calls
+$19.5M
Net Calls Change
-$18M

Top Buyers

Rank Fund Capital Flow
1
LCWP
Legacy Capital Wealth Partners
Arkansas
+$577M
2
RJA
Raymond James & Associates
Florida
+$569M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$182M
4
JP Morgan Chase
JP Morgan Chase
New York
+$103M
5
PAG
Private Advisor Group
New Jersey
+$86.4M

Top Sellers

Rank Fund Capital Flow
1
WFS
Weitzel Financial Services
Iowa
-$1.22B
2
Wells Fargo
Wells Fargo
California
-$344M
3
Bank of America
Bank of America
North Carolina
-$159M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$29.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$26.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1351
West Branch Capital
Massachusetts
$2K – – –
MHR
1352
Matthew Hamilton Rosenberg
$2K +$2.42K +40 New
GWMIA
1353
Global Wealth Management Investment Advisory
Florida
$1K +$1.21K +20 New
BBHC
1354
Brown Brothers Harriman & Co
New York
$579 – – –
WIM
1355
Westside Investment Management
California
$52 – – –
EWA
1356
Exencial Wealth Advisors
Oklahoma
– -$7.98M -134,416 Closed
JWCA
1357
J.W. Cole Advisors
Florida
– -$3.93M -66,296 Closed
IC
1358
Inscription Capital
Texas
– -$2.25M -37,996 Closed
TRCT
1359
Tower Research Capital (TRC)
New York
– -$1.49M -25,092 Closed
CGIM
1360
Cannon Global Investment Management
Florida
– -$1.4M -23,600 Closed
HR
1361
Hayden Royal
North Carolina
– -$893K -15,044 Closed
PCIA
1362
Prime Capital Investment Advisors
Kansas
– -$669K -11,280 Closed
BFM
1363
Boothbay Fund Management
New York
– -$618K -10,412 Closed
GWM
1364
GSB Wealth Management
Connecticut
– -$605K -10,192 Closed
YIH
1365
Y-Intercept (HK)
Hong Kong
– -$574K -9,680 Closed
IDA
1366
Intelligence Driven Advisers
California
– -$570K -9,608 Closed
LGA
1367
Lebenthal Global Advisors
New York
– -$560K -9,448 Closed
CC
1368
Claybrook Capital
Massachusetts
– -$512K -8,628 Closed
VWM
1369
Venturi Wealth Management
Texas
– -$315K -5,308 Closed
WP
1370
WealthShield Partners
North Carolina
– -$284K -4,784 Closed
AP
1371
Advisor Partners
California
– -$266K -4,488 Closed
PFA
1372
Plotkin Financial Advisors
Maryland
– -$262K -4,412 Closed
MAM
1373
McLean Asset Management
Virginia
– -$251K -4,304 Closed
MCM
1374
McMillion Capital Management
North Carolina
– -$249K -4,196 Closed
MSA
1375
Marino Stram & Associates
Massachusetts
– -$236K -3,980 Closed
52 53 54
55
56

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.