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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
CM
626
Columbus Macro
Pennsylvania
$2.45M +$11.5K +220 +0.5%
EFL
627
ERn Financial LLC
Wisconsin
$2.44M -$43.8K -836 -2%
NAS
628
NWF Advisory Services
California
$2.43M
NEAM
629
New England Asset Management
Connecticut
$2.42M
FPCP
630
Fort Point Capital Partners
California
$2.41M +$2M +38,160 +675%
PG
631
Proffitt & Goodson
Tennessee
$2.4M -$7.97K -152 -0.3%
AP
632
Appleton Partners
Massachusetts
$2.39M -$14.9K -284 -0.7%
BFG
633
Beacon Financial Group
Texas
$2.38M -$629 -12 -0%
GFS
634
GYL Financial Synergies
Connecticut
$2.38M
PA
635
PFG Advisors
Arizona
$2.38M -$99.8K -1,904 -4%
Koshinski Asset Management
636
Koshinski Asset Management
Illinois
$2.37M -$824K -15,716 -27%
SFP
637
Sweet Financial Partners
Minnesota
$2.37M
TW
638
TrinityPoint Wealth
Connecticut
$2.37M +$1.05M +19,984 +87%
TI
639
Tidal Investments
Wisconsin
$2.35M -$3.45M -65,804 -61%
BTW
640
Boston Trust Walden
Massachusetts
$2.35M +$31.5K +600 +1%
AIM
641
Anchor Investment Management
South Carolina
$2.34M -$29.6K -564 -1%
CAM
642
Columbia Asset Management
Michigan
$2.34M +$78K +1,488 +4%
DFCM
643
Dark Forest Capital Management
Puerto Rico
$2.33M -$505K -9,640 -19%
WF
644
Welch & Forbes
Massachusetts
$2.33M -$49.1K -936 -2%
CCB
645
Country Club Bank
Missouri
$2.32M -$330K -6,304 -13%
AWAP
646
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.31M +$13.6K +260 +0.6%
SPIO
647
Seven Post Investment Office
California
$2.29M
MWM
648
Modera Wealth Management
New Jersey
$2.28M +$221K +4,212 +11%
AFM
649
Abbot Financial Management
Massachusetts
$2.28M -$11.7K -224 -0.5%
FNT
650
First National Trust
Pennsylvania
$2.27M +$23.9K +456 +1%

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.