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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
MECA
426
Miller Equity Capital Advisors
Texas
$5.04M +$482K +9,196 +11%
ASN
427
Advisory Services Network
Georgia
$5.04M -$4.29M -81,832 -47%
LA
428
Lane & Associates
New Jersey
$5.02M -$335K -6,392 -7%
FCP
429
Fidelis Capital Partners
Florida
$5.02M -$1.89K -36 -0%
BCWM
430
Bartlett & Co Wealth Management
Ohio
$5.01M -$127K -2,428 -3%
BC
431
Bartlett & Co
Ohio
$5.01M -$127K -2,428 -3%
AA
432
Addison Advisors
Vermont
$5.01M +$1.34M +25,540 +39%
PCM
433
Parsons Capital Management
Rhode Island
$4.97M +$59.6K +1,136 +1%
WCFA
434
Walkner Condon Financial Advisors
Wisconsin
$4.95M -$229K -4,368 -5%
MAM
435
Mystic Asset Management
Rhode Island
$4.93M -$52.8K -1,008 -1%
FPB
436
First PREMIER Bank
South Dakota
$4.92M +$245K +4,672 +6%
APWM
437
Atlas Private Wealth Management
New York
$4.86M +$700K +13,344 +18%
MWM
438
MY Wealth Management
Maryland
$4.85M +$241K +4,588 +5%
AFP
439
Ausdal Financial Partners
Iowa
$4.8M +$40.1K +764 +0.9%
DAS
440
Dynamic Advisor Solutions
Arizona
$4.8M -$3.05M -58,152 -40%
SF
441
Synovus Financial
Georgia
$4.8M +$34.6K +660 +0.8%
FVWA
442
Foster Victor Wealth Advisors
South Carolina
$4.79M -$11.1K -212 -0.2%
CFA
443
Cahill Financial Advisors
Minnesota
$4.79M +$488K +9,300 +12%
GBT
444
Grove Bank & Trust
Florida
$4.76M +$847K +16,164 +23%
VCP
445
Verus Capital Partners
Arizona
$4.7M +$1.77M +33,672 +65%
BG
446
Benedetti & Gucer
Georgia
$4.7M +$624K +11,896 +16%
Principal Financial Group
447
Principal Financial Group
Iowa
$4.66M -$2.1M -40,140 -32%
AIP
448
Almanack Investment Partners
Pennsylvania
$4.66M +$232K +4,428 +6%
SIM
449
Stratos Investment Management
Ohio
$4.6M -$958K -18,268 -18%
FPCG
450
Forum Private Client Group
Indiana
$4.59M +$567K +10,808 +15%

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.