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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
CHC
576
City Holding Co
West Virginia
$2.88M +$103K +1,972 +4%
IWM
577
IHT Wealth Management
Illinois
$2.87M +$109K +2,072 +4%
VIA
578
Vickerman Investment Advisors
Washington
$2.87M +$613K +11,700 +29%
TDWM
579
Topel & Distasi Wealth Management
California
$2.86M -$1.05K -20 -0%
WS
580
Wedbush Securities
California
$2.84M +$94.2K +1,796 +4%
GWM
581
Greenwich Wealth Management
Connecticut
$2.83M +$92.3K +1,760 +4%
KWA
582
Kellett Wealth Advisors
Ohio
$2.82M +$184K +3,512 +7%
PA
583
Paragon Advisors
Texas
$2.81M +$2.68M +51,092 New
CA
584
Cornerstone Advisory
Maryland
$2.8M +$60.8K +1,160 +2%
SMWM
585
Silvia McColl Wealth Management
California
$2.8M +$1.26K +24 +0%
SAM
586
Sawgrass Asset Management
Florida
$2.79M -$44K -840 -2%
BHWM
587
Bar Harbor Wealth Management
New Hampshire
$2.79M +$116K +2,216 +5%
BSSFA
588
Baron Silver Stevens Financial Advisors
Florida
$2.78M +$466K +8,896 +21%
FFN
589
Focus Financial Network
Minnesota
$2.76M +$289K +5,516 +12%
AMBIA
590
Allen Mooney & Barnes Investment Advisors
Georgia
$2.75M +$18.2K +348 +0.7%
GAM
591
GEM Asset Management
Michigan
$2.73M +$32.3K +616 +1%
CF
592
Centaurus Financial
California
$2.72M -$276K -5,264 -10%
CWM
593
Cornerstone Wealth Management
Missouri
$2.71M +$693K +13,212 +37%
WLIM
594
White Lighthouse Investment Management
Massachusetts
$2.69M +$5.03K +96 +0.2%
RA
595
Rockingstone Advisors
Massachusetts
$2.69M +$105K +2,012 +4%
GIM
596
Goelzer Investment Management
Indiana
$2.68M -$78.8K -1,504 -3%
AFS
597
AFG Fiduciary Services
Massachusetts
$2.67M -$2.37M -45,224 -49%
GWANC
598
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.66M +$964K +18,392 +61%
CBFP
599
Cedar Brook Financial Partners
Ohio
$2.65M -$9.44K -180 -0.4%
MSFS
600
Main Street Financial Solutions
Pennsylvania
$2.64M -$9.23K -176 -0.4%

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.