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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
Citigroup
126
Citigroup
New York
$19.9M -$3.98M -68,656 -17%
PWM
127
Praetorian Wealth Management
California
$19.3M -$79.3K -1,368 -0.4%
SCM
128
SOL Capital Management
Maryland
$19.3M +$115K +1,984 +0.6%
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$19.3M +$653K +11,268 +4%
WCWM
130
Wooster Corthell Wealth Management
Connecticut
$19.1M -$49.1K -848 -0.3%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$18.8M +$18.4M +316,940 New
PFA
132
Pure Financial Advisors
California
$18.7M -$492K -8,496 -3%
PCTC
133
Perkins Coie Trust Company
Washington
$18.5M +$1.05M +18,132 +6%
William Blair & Company
134
William Blair & Company
Illinois
$18.4M +$271K +4,672 +2%
CAAS
135
Capital Asset Advisory Services
Michigan
$18.4M +$17.5M +302,076 +3,691%
FSC
136
Full Sail Capital
Oklahoma
$18.4M -$282K -4,872 -2%
NHC
137
Nicholas Hoffman & Company
Georgia
$18.1M +$806K +13,900 +5%
AAP
138
Arax Advisory Partners
Colorado
$18.1M +$17.6M +304,248 New
MM
139
Meridian Management
Arkansas
$18M +$439K +7,580 +3%
ABC
140
Associated Banc-Corp
Wisconsin
$17.6M +$3.1M +53,432 +22%
TFO
141
Tarbox Family Office
California
$17.4M -$96K -1,656 -0.6%
AWM
142
AE Wealth Management
Kansas
$17.2M +$1.16M +19,996 +7%
WIC
143
Whitegate Investment Counselors
New Hampshire
$16.7M +$640K +11,048 +4%
KPWG
144
KFA Private Wealth Group
Virginia
$16.6M +$2.22M +38,352 +16%
NYLIM
145
New York Life Investment Management
New York
$16.1M +$2.93M +50,604 +23%
MAM
146
Marquette Asset Management
Minnesota
$16.1M +$441K +7,608 +3%
CCM
147
Condor Capital Management
New Jersey
$15.9M +$852K +14,704 +6%
BAM
148
Berkshire Asset Management
Pennsylvania
$15.8M +$32.7K +564 +0.2%
NAMP
149
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$15.8M +$69.5K +1,200 +0.5%
BWFA
150
Baltimore-Washington Financial Advisors
Maryland
$15.8M +$274K +4,732 +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.