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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
RWI
251
Red Wave Investments
Pennsylvania
$10.1M -$349K -6,656 -3%
RA
252
Ruggaard & Associates
Ohio
$10.1M +$193K +3,688 +2%
DADC
253
D.A. Davidson & Co
Montana
$10.1M +$104K +1,992 +1%
BONH
254
Bank of New Hampshire
New Hampshire
$10M -$79.1K -1,508 -0.8%
CIC
255
Carnegie Investment Counsel
Ohio
$9.93M -$109K -2,072 -1%
HFW
256
Horizon Family Wealth
Illinois
$9.88M +$209K +3,992 +2%
GAM
257
Gemmer Asset Management
California
$9.87M +$174K +3,328 +2%
M&T Bank
258
M&T Bank
New York
$9.86M -$867K -16,536 -8%
UFA
259
US Financial Advisors
Massachusetts
$9.79M +$403K +7,692 +5%
FFG
260
Frisch Financial Group
New York
$9.63M -$102K -1,948 -1%
SCA
261
Sandy Cove Advisors
Massachusetts
$9.63M +$1.19M +22,680 +15%
IAA
262
Ironsides Asset Advisors
North Carolina
$9.63M -$7.97K -152 -0.1%
PSCM
263
Per Stirling Capital Management
Texas
$9.58M +$92.5K +1,764 +1%
KFP
264
KMG Fiduciary Partners
Ohio
$9.56M +$721K +13,744 +9%
LIA
265
LBMC Investment Advisors
Tennessee
$9.55M +$839 +16 +0%
TA
266
TruWealth Advisors
Louisiana
$9.51M +$94.6K +1,804 +1%
AW
267
Avion Wealth
Texas
$9.49M -$315K -6,004 -3%
CA
268
Crane Advisory
California
$9.48M +$1.36M +25,972 +18%
UCFA
269
United Capital Financial Advisors
Texas
$9.47M -$355K -6,764 -4%
SCA
270
Scott Capital Advisors
Oregon
$9.38M +$44K +840 +0.5%
IHWM
271
Iron Horse Wealth Management
Iowa
$9.33M +$303K +5,788 +4%
W
272
WealthOne
New York
$9.28M -$463K -8,828 -5%
PA
273
Pinnacle Associates
New York
$9.27M +$853K +16,280 +11%
LBC
274
Lowe Brockenbrough & Co
Virginia
$9.24M +$221K +4,212 +3%
AAM
275
Ameraudi Asset Management
New York
$9.21M +$96K +1,832 +1%

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.