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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
BTI
526
Blue Trust Inc
Georgia
$3.42M +$19.5K +372 +0.6%
HI
527
Harbour Investments
Wisconsin
$3.42M -$150K -2,864 -4%
HIM
528
Hanlon Investment Management
New Jersey
$3.4M +$3.24M +61,808 New
OFW
529
Omnia Family Wealth
Florida
$3.39M -$839 -16 -0%
DI
530
DAGCO Inc
Ohio
$3.39M +$795K +15,168 +33%
GCA
531
Gradient Capital Advisors
California
$3.38M +$6.08K +116 +0.2%
ES
532
Eagle Strategies
New York
$3.38M +$125K +2,388 +4%
WFA
533
Websterrogers Financial Advisors
South Carolina
$3.37M -$603K -11,504 -16%
MI
534
Moneywise Inc
Virginia
$3.36M -$165K -3,156 -5%
EWM
535
Evercore Wealth Management
New York
$3.33M
SSWM
536
Sheets Smith Wealth Management
North Carolina
$3.31M +$1.08M +20,588 +52%
ACM
537
Advisors Capital Management
New Jersey
$3.3M +$62.1K +1,184 +2%
SFA
538
Sequoia Financial Advisors
Ohio
$3.3M -$980K -18,700 -24%
SAM
539
S.A. Mason
Michigan
$3.3M
SAM
540
Secure Asset Management
Michigan
$3.29M +$2.31M +44,028 +279%
MOS
541
MGO One Seven
Ohio
$3.29M -$129K -2,452 -4%
BWM
542
Benchmark Wealth Management
Connecticut
$3.28M +$238K +4,536 +8%
WMG
543
WESCAP Management Group
California
$3.26M -$84.7K -1,616 -3%
CAM
544
CPA Asset Management
Florida
$3.23M +$100K +1,908 +3%
KIA
545
KCM Investment Advisors
California
$3.23M -$78.2K -1,492 -2%
MA
546
Modus Advisors
Minnesota
$3.21M -$20.1K -384 -0.7%
FTS
547
Fifth Third Securities
Ohio
$3.18M -$133K -2,532 -4%
RIA
548
Regal Investment Advisors
Michigan
$3.15M +$102K +1,940 +4%
DWM
549
Drive Wealth Management
Utah
$3.14M +$2.13M +40,720 +250%
GC
550
Gilbert & Cook
Iowa
$3.13M +$99.2K +1,892 +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.