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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
EA
651
Eclectic Associates
California
$2.27M -$93.9K -1,792 -4%
AAS
652
Ameritas Advisory Services
Nebraska
$2.27M -$9.29M -177,232 -81%
JAG
653
Journey Advisory Group
Kentucky
$2.25M -$593K -11,304 -22%
AAM
654
Aureus Asset Management
Massachusetts
$2.24M -$1.47K -28 -0.1%
SCA
655
Snowden Capital Advisors
New York
$2.24M +$202K +3,848 +10%
TCA
656
Transcend Capital Advisors
New Jersey
$2.23M +$78.6K +1,500 +4%
DT
657
Diversified Trust
Tennessee
$2.22M +$899K +17,140 +74%
TI
658
Truepoint Inc
Ohio
$2.22M +$4.4K +84 +0.2%
CAC
659
Certified Advisory Corp
Florida
$2.22M -$45.1K -860 -2%
KC
660
Kingfisher Capital
North Carolina
$2.21M -$154K -2,944 -7%
DC
661
DeDora Capital
California
$2.2M -$10.7K -204 -0.5%
GC
662
Gibson Capital
Pennsylvania
$2.2M -$1.96M -37,352 -48%
FM
663
Family Management
New York
$2.2M +$2.1M +39,996 New
PIAS
664
PCA Investment Advisory Services
Ohio
$2.19M -$12.8K -244 -0.6%
PA
665
PFW Advisors
Georgia
$2.19M +$2.08M +39,688 New
SL
666
Sentinus LLC
Illinois
$2.19M -$49.1K -936 -2%
MTIC
667
Missouri Trust & Investment Company
Missouri
$2.18M
FFL
668
Financial Freedom LLC
Ohio
$2.18M +$64.4K +1,228 +3%
VCM
669
Vivaldi Capital Management
Illinois
$2.17M -$14.3K -272 -0.7%
SCP
670
Stevens Capital Partners
Nebraska
$2.16M -$2.73K -52 -0.1%
SFWC
671
Strategic Family Wealth Counselors
New Jersey
$2.14M +$27.3K +520 +1%
TFS
672
Thoroughbred Financial Services
Tennessee
$2.12M -$91K -1,736 -4%
LW
673
Linscomb Wealth
Texas
$2.11M -$161K -3,076 -7%
EFS
674
Econ Financial Services
Pennsylvania
$2.1M +$38.4K +732 +2%
PFG
675
Pinnacle Financial Group
Illinois
$2.09M +$143K +2,728 +8%

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.