We are live on ! Find out more
VO icon

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
PRWA
201
Platte River Wealth Advisors
Colorado
$11.4M +$482K +8,312 +5%
HR
202
Hardy Reed
Mississippi
$11.2M -$128K -2,200 -1%
BONH
203
Bank of New Hampshire
New Hampshire
$11.2M +$10.9M +188,072 New
SWA
204
Stratos Wealth Advisors
Ohio
$11.1M +$3.17M +54,724 +42%
RWI
205
Red Wave Investments
Pennsylvania
$11M +$564K +9,724 +6%
AAS
206
Avantax Advisory Services
Texas
$11M +$1.18M +20,364 +12%
AAM
207
Autus Asset Management
Arizona
$11M +$102K +1,764 +1%
JFA
208
JNBA Financial Advisors
Minnesota
$10.9M -$138K -2,376 -1%
BAMG
209
Brand Asset Management Group
Missouri
$10.7M +$438K +7,564 +4%
IAIM
210
International Assets Investment Management
Florida
$10.7M +$12.8M +220,932 New
DL
211
DOHJ LLC
Washington
$10.6M +$2.89M +49,892 +39%
AIM
212
Acropolis Investment Management
Missouri
$10.6M -$412K -7,116 -4%
AF
213
Allworth Financial
California
$10.5M +$9.7M +167,292 +1,607%
SWP
214
Stratos Wealth Partners
Ohio
$10.4M +$914K +15,764 +10%
PWLP
215
Prio Wealth Limited Partnership
Massachusetts
$9.93M +$2.72M +46,908 +39%
QIM
216
Quest Investment Management
Oregon
$9.92M +$929K +16,036 +11%
BWM
217
Baystate Wealth Management
Massachusetts
$9.85M -$348K -6,004 -3%
CG
218
Caprock Group
Idaho
$9.78M -$46.1K -796 -0.5%
BFEC
219
Benjamin F. Edwards & Company
Missouri
$9.72M -$2.15M -37,144 -18%
AF
220
Advisornet Financial
Minnesota
$9.71M +$230K +3,972 +2%
EWM
221
Evermay Wealth Management
Virginia
$9.62M -$49.4K -852 -0.5%
TCM
222
Twele Capital Management
Minnesota
$9.59M +$584K +10,068 +7%
GA
223
Greytown Advisors
Florida
$9.58M +$802K +13,840 +9%
KeyBank National Association
224
KeyBank National Association
Ohio
$9.57M -$37.8K -652 -0.4%
APSP
225
Asset Planning Services (Pennsylvania)
Pennsylvania
$9.5M -$792K -13,668 -8%

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.