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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
CCA
26
Catalyst Capital Advisors
New York
$182M -$639K -12,192 -0.4%
TAIM
27
TD Ameritrade Investment Management
Nebraska
$176M -$9.61M -183,400 -5%
MIS
28
Morningstar Investment Services
Illinois
$170M -$5.18M -98,740 -3%
FCI
29
Financial Counselors Inc
Kansas
$156M +$5.71M +108,936 +4%
Goldman Sachs
30
Goldman Sachs
New York
$156M +$6.63M +126,512 +5%
Osaic Holdings
31
Osaic Holdings
Arizona
$152M +$6.87M +131,128 +5%
BPA
32
Beacon Pointe Advisors
California
$146M +$23.6M +451,056 +20%
Stifel Financial
33
Stifel Financial
Missouri
$134M -$1.22M -23,192 -0.9%
HighTower Advisors
34
HighTower Advisors
Illinois
$131M +$44.8M +855,008 +56%
WANY
35
Wealthspire Advisors (New York)
New York
$123M +$26.8K +512 +0%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$121M -$38.3M -730,888 -25%
Truist Financial
37
Truist Financial
North Carolina
$119M -$7.1M -135,368 -6%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$116M +$49.7K +948 +0%
1832 Asset Management
39
1832 Asset Management
Ontario, Canada
$115M -$2.53M -48,304 -2%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$106M -$2.01M -38,252 -2%
SS
41
Simplicity Solutions
Minnesota
$101M +$4.82M +91,984 +5%
BFG
42
Bleakley Financial Group
New Jersey
$101M +$6.61M +126,136 +7%
MPWT
43
MassMutual Private Wealth & Trust
Connecticut
$97M +$4.46M +85,080 +5%
CFB
44
Cullen/Frost Bankers
Texas
$95.8M +$1.72M +32,852 +2%
CIAS
45
CBIZ Investment Advisory Services
Ohio
$94.6M +$1.67M +31,900 +2%
FCB
46
First Command Bank
Texas
$94.3M +$3.59M +68,536 +4%
FCFS
47
First Command Financial Services
Texas
$94.3M +$3.59M +68,536 +4%
MGIA
48
Moneta Group Investment Advisors
Missouri
$91.7M +$3.79M +72,216 +5%
CAM
49
Cresset Asset Management
Illinois
$87.9M +$373K +7,120 +0.4%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$85M -$2.8M -53,452 -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.