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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
NF
376
Nikulski Financial
Iowa
$6.1M +$172K +3,280 +3%
PWM
377
Perigon Wealth Management
California
$6.06M +$1.88M +35,848 +48%
EWP
378
Elevation Wealth Partners
California
$6.04M +$649K +12,380 +13%
CAG
379
Crestwood Advisors Group
Massachusetts
$6M +$67.5K +1,288 +1%
IAN
380
Integrated Advisors Network
Texas
$5.97M -$49.3K -940 -0.9%
VWA
381
Visionary Wealth Advisors
Illinois
$5.97M -$206K -3,928 -3%
BCP
382
Berkeley Capital Partners
Georgia
$5.96M +$92.9K +1,772 +2%
SC
383
Steph & Co
Wisconsin
$5.94M -$605K -11,544 -10%
MA
384
Mutual Advisors
Nebraska
$5.93M +$939K +17,908 +20%
JJBC
385
James J. Burns & Company
New York
$5.9M +$363K +6,916 +7%
OCM
386
One Capital Management
California
$5.9M +$74.2K +1,416 +1%
PAS
387
Park Avenue Securities
New York
$5.87M +$1.27M +24,296 +30%
RC
388
Roundview Capital
New Jersey
$5.87M +$367K +7,004 +7%
BFAG
389
Blackston Financial Advisory Group
Florida
$5.86M -$163K -3,116 -3%
SIA
390
Strategic Investment Advisors
Michigan
$5.81M +$2.94M +56,120 +113%
CFS
391
CRA Financial Services
New Jersey
$5.79M +$499K +9,524 +10%
CWS
392
Cypress Wealth Services
California
$5.78M -$1.05K -20 -0%
Prudential Financial
393
Prudential Financial
New Jersey
$5.75M +$3.3M +62,908 +151%
NWM
394
Northcape Wealth Management
New York
$5.74M +$78K +1,488 +1%
BWA
395
BDO Wealth Advisors
Florida
$5.74M -$377K -7,200 -6%
KPWS
396
Kestra Private Wealth Services
Texas
$5.73M +$588K +11,220 +12%
FCA
397
FLC Capital Advisors
California
$5.73M +$391K +7,452 +8%
RWG
398
Regal Wealth Group
California
$5.72M +$2.59M +49,356 +89%
BWS
399
Buck Wealth Strategies
Colorado
$5.68M +$664K +12,672 +14%
Citigroup
400
Citigroup
New York
$5.66M -$354K -6,756 -6%

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.