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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
JIC
401
Johnson Investment Counsel
Ohio
$5.64M +$135K +2,580 +3%
PFG
402
PAX Financial Group
Texas
$5.55M -$424K -8,080 -7%
CWMU
403
Caliber Wealth Management (Utah)
Utah
$5.54M +$170K +3,240 +3%
WA
404
Waverly Advisors
Alabama
$5.53M +$940K +17,936 +22%
WF
405
Warner Financial
Maryland
$5.51M +$235K +4,484 +5%
MWM
406
MorganRosel Wealth Management
Colorado
$5.41M +$118K +2,260 +2%
AWM
407
Avior Wealth Management
Nebraska
$5.38M +$397K +7,572 +8%
CB
408
Commerce Bank
Missouri
$5.37M +$192K +3,660 +4%
HAC
409
Harbor Advisory Corp
New Hampshire
$5.34M +$187K +3,576 +4%
ACP
410
Aveo Capital Partners
Colorado
$5.33M +$56.8K +1,084 +1%
MWA
411
Meridian Wealth Advisors
Texas
$5.32M -$255K -4,864 -5%
FWS
412
FinDec Wealth Services
California
$5.3M +$283K +5,396 +6%
BCM
413
Beaumont Capital Management
Massachusetts
$5.25M +$245K +4,680 +5%
KSWA
414
Kathleen S. Wright Associates
Pennsylvania
$5.23M +$15.9K +304 +0.3%
FWIA
415
Fort Washington Investment Advisors
Ohio
$5.23M -$1.28M -24,396 -20%
DWP
416
Destiny Wealth Partners
Florida
$5.23M -$103K -1,968 -2%
FMC
417
First Merchants Corp
Indiana
$5.21M -$111K -2,120 -2%
BJL
418
Brighton Jones LLC
Washington
$5.21M -$205K -3,904 -4%
NL
419
NWAM LLC
Washington
$5.18M +$4.55M +86,792 +1,199%
GCP
420
Gill Capital Partners
Colorado
$5.15M +$139K +2,660 +3%
EGWAG
421
Elwood & Goetz Wealth Advisory Group
Georgia
$5.14M -$34.8K -664 -0.7%
CANC
422
Culbertson A N & Co
Virginia
$5.12M -$27.1K -516 -0.6%
CA
423
Continuum Advisory
Idaho
$5.1M -$142K -2,704 -3%
RF
424
Robinswood Financial
Washington
$5.1M +$4.85M +92,592 New
Kovitz Investment Group Partners
425
Kovitz Investment Group Partners
Illinois
$5.05M -$5.69M -108,500 -54%

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.