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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
GRP
326
Global Retirement Partners
California
$7.28M -$39.4K -752 -0.6%
WFPG
327
Waller Financial Planning Group
Ohio
$7.27M +$380K +7,244 +6%
TCBWMS
328
Texas Capital Bank Wealth Management Services
Texas
$7.26M -$931K -17,756 -12%
KeyBank National Association
329
KeyBank National Association
Ohio
$7.21M -$221K -4,208 -3%
AGM
330
Alpine Global Management
New York
$7.2M +$6.86M +130,804 New
1WM
331
1900 Wealth Management
Texas
$7.18M +$335K +6,388 +5%
SF
332
Summit Financial
New Jersey
$7.16M -$11.5K -220 -0.2%
HL
333
HeadInvest LLC
Maine
$7.15M -$131K -2,500 -2%
BRWA
334
B. Riley Wealth Advisors
Florida
$7.12M -$1.03M -19,620 -13%
WAP
335
Wealthcare Advisory Partners
Pennsylvania
$7.07M -$1.71M -32,576 -20%
MMPW
336
Mitchell McLeod Pugh & Williams
Alabama
$7.06M +$722K +13,764 +12%
GFWA
337
Grey Fox Wealth Advisors
Delaware
$7.04M +$1.62M +30,960 +32%
PCIA
338
Prime Capital Investment Advisors
Kansas
$7M +$5.47M +104,308 +457%
DWP
339
Daymark Wealth Partners
Ohio
$6.97M +$5.08M +96,972 +327%
MCM
340
MAI Capital Management
Ohio
$6.96M +$40.9K +780 +0.6%
AWA
341
Arkadios Wealth Advisors
Georgia
$6.93M +$253K +4,820 +4%
BDF
342
Black Diamond Financial
Maryland
$6.91M -$78.6K -1,500 -1%
ZF
343
Zhang Financial
Michigan
$6.88M +$2.38M +45,380 +57%
FI
344
Financial Insights
Washington
$6.85M +$1.25M +23,932 +24%
SHGA
345
Sand Hill Global Advisors
California
$6.84M -$32.3K -616 -0.5%
FWM
346
ForthRight Wealth Management
Georgia
$6.81M +$4.64M +88,572 +252%
VA
347
Valmark Advisers
Ohio
$6.79M -$165K -3,156 -2%
HR
348
Howe & Rusling
New York
$6.78M +$35.2K +672 +0.5%
JFG
349
JDM Financial Group
Texas
$6.77M +$48.4K +924 +0.8%
Franklin Resources
350
Franklin Resources
California
$6.77M +$157K +3,000 +3%

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.