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Vanguard Mid-Cap ETF

1,651 hedge funds and large institutions have $34.5B invested in Vanguard Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 712 increasing their positions, 554 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $31M | Put options by funds: $11.7M

77% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 66

29% more repeat investments, than reductions

Existing positions increased: 712 | Existing positions reduced: 554

6% more capital invested

Capital invested by funds: $32.4B → $34.5B (+$2.09B)

2% more funds holding

Funds holding: 1,6161,651 (+35)

0% more funds holding in top 10

Funds holding in top 10: 197197 (0)

0.05% less ownership

Funds ownership: 253.59%253.54% (-0.05%)

Holders
1,651
Holders Change
+35
Holders Change %
+2.17%
% of All Funds
25.92%
Holding in Top 10
197
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
3.09%
New
117
Increased
712
Reduced
554
Closed
66
Calls
$31M
Puts
$11.7M
Net Calls
+$19.3M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
226
Shufro Rose & Co
New York
$11.7M +$622K +11,860 +6%
AF
227
Advisornet Financial
Minnesota
$11.7M +$362K +6,912 +3%
VBWMG
228
Von Berge Wealth Management Group
California
$11.7M +$378K +7,208 +4%
GA
229
Geller Advisors
New York
$11.3M
BAMG
230
Brand Asset Management Group
Missouri
$11.1M +$374K +7,136 +4%
CA
231
CoreCap Advisors
Michigan
$11.1M +$10.6M +201,668 New
JGIA
232
Jackson Grant Investment Advisers
Connecticut
$11.1M -$1.05K -20 -0%
DL
233
DOHJ LLC
Washington
$11M +$1.9M +36,332 +22%
REMPR
234
Roof Eidam Maycock Peralta (REMP)
California
$11M +$519K +9,892 +5%
RCA
235
Riverview Capital Advisers
Massachusetts
$11M -$250K -4,776 -2%
FNC
236
First National Corp
Massachusetts
$10.9M -$145K -2,772 -1%
WF
237
Whelan Financial
California
$10.9M +$12.2K +232 +0.1%
HWM
238
Horizons Wealth Management
North Carolina
$10.7M -$97.3K -1,856 -0.9%
MCM
239
Manchester Capital Management
Vermont
$10.7M +$19.1K +364 +0.2%
AGA
240
Arkos Global Advisors
Texas
$10.6M -$1.14M -21,808 -10%
SFS
241
Sowell Financial Services
Arkansas
$10.5M +$4.41M +84,188 +79%
AHC
242
Anderson Hoagland & Co
Missouri
$10.5M -$424K -8,080 -4%
LFA
243
Legend Financial Advisors
Pennsylvania
$10.4M +$693K +13,220 +8%
NFW
244
Noble Family Wealth
Florida
$10.4M -$569K -10,848 -5%
JA
245
JVL Associates
Michigan
$10.4M -$264K -5,036 -3%
SC
246
Sepio Capital
Utah
$10.3M +$1.96M +37,296 +25%
SCA
247
STALEY CAPITAL ADVISERS
Pennsylvania
$10.2M -$229K -4,372 -2%
GA
248
Greytown Advisors
Florida
$10.2M -$142K -2,716 -1%
OC
249
Oppenheimer & Co
New York
$10.2M +$698K +13,320 +8%
RFS
250
Retirement Financial Solutions
Tennessee
$10.1M +$1.37M +26,084 +17%

VO Hedge Fund Activity: Q2 2023 in Review

1,651 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2023, worth a combined $34.5B — up 6.4% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new VO positions and 66 closed out — a net gain of 51 holders — while 712 added to existing stakes and 554 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $781M. The largest seller was Wells Fargo, cutting an estimated $1.24B.

  • 1,651 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2023, up from 1,616 in Q1 2023.
  • Funds reported $34.5B of Vanguard Mid-Cap ETF stock for Q2 2023, up 6.4% quarter-over-quarter.
  • 117 funds opened new Vanguard Mid-Cap ETF positions in Q2 2023 and 66 closed out, a net change of +51 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q2 2023 was Jones Financial Companies, an estimated $781M added.
  • The largest Vanguard Mid-Cap ETF seller in Q2 2023 was Wells Fargo, an estimated $1.24B sold.

Based on aggregated 13F filings for Q2 2023.