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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
Wells Fargo
1
Wells Fargo
California
$5.74B -$99.2M -1,710,988 -2%
Bank of America
2
Bank of America
North Carolina
$3.34B +$22.9M +395,232 +0.7%
Creative Planning
3
Creative Planning
Kansas
$1.62B -$91.2M -1,573,616 -5%
UBS Group
4
UBS Group
Switzerland
$1.47B +$22M +378,936 +2%
Morgan Stanley
5
Morgan Stanley
New York
$1.35B +$6.49M +111,984 +0.5%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$1.02B +$4.55M +78,480 +0.5%
Ameriprise
7
Ameriprise
Minnesota
$881M +$48.3M +832,888 +6%
JP Morgan Chase
8
JP Morgan Chase
New York
$835M +$10.1M +173,428 +1%
TF
9
TIAA FSB
Florida
$670M -$46.4M -800,904 -7%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$649M +$16.5M +284,096 +3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$628M +$2.26M +38,972 +0.4%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$622M +$35.5M +613,100 +6%
LPL Financial
13
LPL Financial
California
$494M -$33.9M -585,156 -7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$439M +$29.1M +502,812 +7%
TAIM
15
TD Ameritrade Investment Management
Nebraska
$369M -$28.1M -485,576 -7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$355M +$110M +1,895,232 +46%
JFG
17
JMG Financial Group
Illinois
$314M +$9.63M +166,208 +3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$257M +$12.8M +221,060 +5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$235M +$20.4M +351,900 +10%
BTCPP
20
Border to Coast Pensions Partnership
United Kingdom
$216M +$210M +3,620,640 New
CM
21
Churchill Management
California
$189M +$2.28M +39,384 +1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$186M +$8.37M +144,384 +5%
Truist Financial
23
Truist Financial
North Carolina
$171M +$408K +7,036 +0.2%
PAG
24
Private Advisor Group
New Jersey
$155M +$914K +15,768 +0.6%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$155M +$16.4M +283,740 +12%

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.