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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
SCP
476
Shorepoint Capital Partners
Massachusetts
$4.15M -$74.2K -1,416 -2%
OGF
477
Orin Green Financial
California
$4.14M -$15.1K -288 -0.4%
GIA
478
Gladstone Institutional Advisory
Florida
$4.13M -$12.4K -236 -0.3%
LWA
479
LWS Wealth Advisors
New Jersey
$4.12M +$114K +2,168 +3%
RW
480
REDW Wealth
New Mexico
$4.09M -$170K -3,248 -4%
Vanguard Group
481
Vanguard Group
Pennsylvania
$3.97M +$369K +7,036 +11%
EC
482
Estate Counselors
Wisconsin
$3.97M -$33.6K -640 -0.9%
FNBOO
483
First National Bank of Omaha
Nebraska
$3.95M +$24.5K +468 +0.7%
ST
484
Spinnaker Trust
Maine
$3.95M -$30.8K -588 -0.8%
AA
485
Alesco Advisors
New York
$3.94M -$5.24K -100 -0.1%
OL
486
Optas LLC
Texas
$3.93M -$1.54M -29,312 -29%
MF
487
Meridian Financial
Massachusetts
$3.92M +$32.5K +620 +0.9%
AI
488
Atria Investments
North Carolina
$3.91M -$2.39M -45,520 -39%
KWMG
489
King Wealth Management Group
Florida
$3.88M
FA
490
FDx Advisors
Illinois
$3.86M +$1.27M +24,280 +53%
FT
491
Fiduciary Trust
Massachusetts
$3.84M -$463K -8,840 -11%
CL
492
Choreo LLC
Illinois
$3.82M -$14.3K -272 -0.4%
DC
493
Davenport & Co
Virginia
$3.81M -$108K -2,064 -3%
CFG
494
CKW Financial Group
Hawaii
$3.8M +$8.1M +154,560 New
GG
495
Gleason Group
Kentucky
$3.79M +$13.6K +260 +0.4%
MW
496
Marcum Wealth
Ohio
$3.76M +$64.4K +1,228 +2%
FAAM
497
First Ascent Asset Management
Colorado
$3.76M +$81.4K +1,552 +2%
HWA
498
Hilltop Wealth Advisors
North Carolina
$3.74M +$2.31K +44 +0.1%
9WM
499
9258 Wealth Management
Ohio
$3.74M -$3.33M -63,520 -48%
ATC
500
Argent Trust Co
Tennessee
$3.72M -$133K -2,532 -4%

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.