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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
BA
451
Bristlecone Advisors
Washington
$4.57M +$158K +3,012 +4%
RIS
452
Retirement Income Solutions
Michigan
$4.57M
ZCM
453
Ziegler Capital Management
Illinois
$4.56M +$15.9K +304 +0.4%
SAM
454
Silverhawk Asset Management
Arizona
$4.54M -$45.3K -864 -1%
TCWA
455
Ten Capital Wealth Advisors
Washington
$4.53M -$792K -15,100 -15%
EWA
456
EP Wealth Advisors
California
$4.51M +$12.8M +243,920 +175%
FPIS
457
Financial Planning & Information Services
Wisconsin
$4.48M -$61.7K -1,176 -1%
EFS
458
Essex Financial Services
Connecticut
$4.46M +$26.8K +512 +0.6%
PWP
459
Perfromance Wealth Partners
Illinois
$4.44M +$997K +19,016 +31%
MFIMFI
460
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.42M
LC
461
Lindbrook Capital
California
$4.39M +$48.2K +920 +1%
CIP
462
Capital Insight Partners
Arizona
$4.39M +$26.8K +512 +0.6%
MG
463
Mather Group
Illinois
$4.37M +$451K +8,612 +12%
XF
464
XML Financial
Maryland
$4.32M +$4.12M +78,572 New
SWA
465
Stratos Wealth Advisors
Ohio
$4.31M +$2.29M +43,756 +126%
Legacy Financial Group (Iowa)
466
Legacy Financial Group (Iowa)
Iowa
$4.31M -$3.39M -64,596 -45%
FPAS
467
Focus Partners Advisor Solutions
Missouri
$4.29M +$3.58M +68,352 +711%
HPWM
468
High Pines Wealth Management
Massachusetts
$4.27M +$95.6K +1,824 +2%
CG
469
Colony Group
Massachusetts
$4.26M +$21.6K +412 +0.5%
RWIA
470
Roger Wittlin Investment Advisory
California
$4.22M -$188K -3,584 -4%
LIG
471
Lokken Investment Group
Delaware
$4.19M +$196K +3,748 +5%
BBWP
472
Beacon Bridge Wealth Partners
Pennsylvania
$4.18M +$178K +3,400 +5%
PCFFS
473
Pacific Center for Financial Services
California
$4.17M -$63.7K -1,216 -2%
CSPIA
474
Cary Street Partners Investment Advisory
Virginia
$4.16M -$982K -18,732 -20%
FLI
475
Family Legacy Inc
South Carolina
$4.16M +$205K +3,912 +5%

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.