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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
HIMC
176
Heritage Investors Management Corp
Maryland
$13.7M +$1.83M +31,600 +16%
Northern Trust
177
Northern Trust
Illinois
$13.7M +$574K +9,900 +4%
LCWP
178
Legacy Capital Wealth Partners
Arkansas
$13.6M -$12.6M -217,528 -49%
MA
179
Montag & Associates
Georgia
$13.5M -$238K -4,100 -2%
FFG
180
Frisch Financial Group
New York
$13.4M -$241K -4,164 -2%
CB
181
Cadence Bank
Mississippi
$13.3M -$73.3K -1,264 -0.6%
SRC
182
Sage Rhino Capital
California
$13.1M +$626K +10,796 +5%
GT
183
Glenview Trust
Kentucky
$13.1M -$85.1K -1,468 -0.7%
Vanguard Group
184
Vanguard Group
Pennsylvania
$12.8M -$114K -1,960 -0.9%
EC
185
Estate Counselors
Wisconsin
$12.7M +$294K +5,080 +2%
SIC
186
Salem Investment Counselors
North Carolina
$12.6M -$125K -2,164 -1%
JGIA
187
Jackson Grant Investment Advisers
Connecticut
$12.6M -$201K -3,476 -2%
UBV
188
United Bank (Virginia)
Virginia
$12.3M -$521K -8,988 -4%
AWM
189
AAF Wealth Management
Massachusetts
$12.2M +$384K +6,620 +3%
AC
190
Abbrea Capital
California
$12.2M +$958K +16,536 +9%
TWA
191
Tillar-Wenstrup Advisors
Ohio
$12M -$93K -1,604 -0.8%
SWM
192
Spire Wealth Management
Virginia
$12M -$1.62K -28 -0%
CRC
193
Curi RMB Capital
Illinois
$12M -$299K -5,160 -2%
LNC
194
Lincoln National Corp
Pennsylvania
$11.8M +$533K +9,200 +5%
MCM
195
Manchester Capital Management
Vermont
$11.8M +$283K +4,884 +3%
AW
196
Avion Wealth
Texas
$11.8M +$71.9K +1,240 +0.6%
NA
197
NewEdge Advisors
Louisiana
$11.8M +$1.48M +25,548 +15%
IAA
198
Ironsides Asset Advisors
North Carolina
$11.6M +$580K +10,012 +5%
GL
199
Graypoint LLC
New York
$11.5M +$68.4K +1,180 +0.6%
REMPR
200
Roof Eidam Maycock Peralta (REMP)
California
$11.5M -$19.5K -336 -0.2%

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.