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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
KWP
151
Keystone Wealth Partners
Arizona
$15.7M +$1.84M +31,776 +14%
NAS
152
Nicolet Advisory Services
Wisconsin
$15.6M -$89.5K -1,544 -0.6%
CS
153
Comerica Securities
Michigan
$15.4M +$540K +9,312 +4%
RRA
154
Round Rock Advisors
Connecticut
$15.3M +$182K +3,132 +1%
Brown Advisory
155
Brown Advisory
Maryland
$15.3M -$36.2K -624 -0.2%
W
156
Wealthquest
Ohio
$15.2M -$697K -12,032 -4%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$15.2M +$9.55M +164,716 +179%
VWA
158
Visionary Wealth Advisors
Illinois
$15.1M +$222K +3,832 +2%
Legacy Financial Group (Iowa)
159
Legacy Financial Group (Iowa)
Iowa
$15.1M +$2.71M +46,740 +22%
TC
160
Trilogy Capital
California
$15.1M +$14.6M +252,464 New
BP
161
Ballentine Partners
Massachusetts
$15.1M -$120K -2,076 -0.8%
Kovitz Investment Group Partners
162
Kovitz Investment Group Partners
Illinois
$15M +$677K +11,680 +5%
CCM
163
Covington Capital Management
California
$14.8M +$379K +6,544 +3%
AGA
164
Arkos Global Advisors
Texas
$14.7M +$1.56M +26,948 +12%
BC
165
Brio Consultants
California
$14.5M +$1.04M +18,016 +8%
W
166
WealthOne
New York
$14.4M -$18.3K -316 -0.1%
FA
167
Fiducient Advisors
Illinois
$14.1M -$169K -2,924 -1%
CSPAM
168
Cary Street Partners Asset Management
Virginia
$14.1M +$56.8K +980 +0.4%
PA
169
Parallel Advisors
California
$14M -$208K -3,588 -1%
PFPT
170
Pinnacle Financial Partners (Tennessee)
Tennessee
$14M -$56.1K -968 -0.4%
PWA
171
Pinnacle Wealth Advisors
Tennessee
$14M +$13.7M +236,120 New
Comerica Bank
172
Comerica Bank
Texas
$14M -$205K -3,536 -1%
UCFA
173
United Capital Financial Advisors
Texas
$14M +$47.8K +824 +0.4%
WIC
174
Woodmont Investment Counsel
Tennessee
$13.9M +$679K +11,720 +5%
HNB
175
Huntington National Bank
Ohio
$13.8M +$11.6M +200,788 New

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.