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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
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$7.87M +$147K +2,812 +2%
ACA
302
Aspire Capital Advisors
Washington
$7.84M -$63.5K -1,212 -0.8%
CFO
303
Custos Family Office
Texas
$7.83M +$120K +2,280 +2%
TYCC
304
Texas Yale Capital Corp
Florida
$7.82M -$863K -16,464 -10%
FNFDCM
305
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.73M +$34.6K +660 +0.5%
TCM
306
TD Capital Management
Tennessee
$7.73M +$14.3K +272 +0.2%
VFP
307
Verus Financial Partners
Virginia
$7.7M -$78.6K -1,500 -1%
JFA
308
JNBA Financial Advisors
Minnesota
$7.69M -$170K -3,252 -2%
SMC
309
Smith, Moore & Co
Missouri
$7.67M -$573K -10,932 -7%
BWM
310
Baystate Wealth Management
Massachusetts
$7.67M -$1.03M -19,684 -12%
BFS
311
Beacon Financial Strategies
North Carolina
$7.58M +$122K +2,336 +2%
BFS
312
Bradley Foster & Sargent
Connecticut
$7.54M +$615K +11,740 +9%
RFM
313
Royal Fund Management
Florida
$7.5M +$34K +648 +0.5%
AWM
314
Aries Wealth Management
Maine
$7.48M -$17.4K -332 -0.2%
JWCA
315
J.W. Cole Advisors
Florida
$7.47M +$247K +4,704 +4%
MFA
316
McClarren Financial Advisors
Pennsylvania
$7.45M +$488K +9,308 +7%
FB
317
First Bancorp
Maine
$7.44M +$48.9K +932 +0.7%
WFAG
318
Wescott Financial Advisory Group
Pennsylvania
$7.43M -$1.07M -20,404 -13%
UB
319
UMB Bank
Missouri
$7.43M -$761K -14,524 -10%
UBV
320
United Bank (Virginia)
Virginia
$7.41M -$2.42M -46,208 -26%
MNG
321
Manning & Napier Group
New York
$7.39M
4FG
322
4Thought Financial Group
New York
$7.39M +$614K +11,720 +10%
GWM
323
Gray Wealth Management
Maine
$7.36M +$143K +2,732 +2%
PLU
324
Performa Ltd (US)
South Carolina
$7.32M +$397K +7,568 +6%
EWM
325
Evermay Wealth Management
Virginia
$7.32M -$66.3K -1,264 -0.9%

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.