Vanguard Morningstar Mid-Cap ETF
1,328 hedge funds and large institutions have $30.6B invested in Vanguard Morningstar Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 579 increasing their positions, 391 reducing their positions, and 40 closing their positions.
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: 579 | Existing positions reduced: 391
8% more capital invested
Capital invested by funds: $28.3B → $30.6B (+$2.27B)
4% more funds holding
Funds holding: 1,273 → 1,328 (+55)
1.4% less ownership
Funds ownership: 246.06% → 244.65% (-1.4%)
3% less funds holding in top 10
Funds holding in top 10: 152 → 147 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$110M |
| 2 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$59.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$48.3M |
| 4 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$37M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$35.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$99.2M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$91.2M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$52.8M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$46.4M |
| 5 |
LPL Financial
San Diego,
California
|
-$33.9M |
VO Hedge Fund Activity: Q2 2021 in Review
1,328 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q2 2021, worth a combined $30.6B — up 8% 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 579 added to existing stakes and 391 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $110M. The largest seller was Wells Fargo, cutting an estimated $99.2M.
- 1,328 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q2 2021, up from 1,273 in Q1 2021.
- Funds reported $30.6B of Vanguard Morningstar Mid-Cap ETF stock for Q2 2021, up 8% quarter-over-quarter.
- 115 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q2 2021 and 40 closed out, a net change of +75 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q2 2021 was Bank of New York Mellon, an estimated $110M added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q2 2021 was Wells Fargo, an estimated $99.2M sold.
Based on aggregated 13F filings for Q2 2021.