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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
STA
701
Summit Trail Advisors
New York
$1.91M -$2.61M -49,700 -59%
BPWM
702
Badgley Phelps Wealth Managers
Washington
$1.91M -$10.5K -200 -0.6%
BWM
703
Boyd Wealth Management
California
$1.89M -$9.44K -180 -0.5%
BMCM
704
Bryn Mawr Capital Management
Pennsylvania
$1.89M +$152K +2,896 +9%
FAIM
705
Financial Advocates Investment Management
Washington
$1.89M -$446K -8,504 -20%
CDH
706
Charles D. Hyman
$1.88M
SIA
707
Soltis Investment Advisors
Utah
$1.88M +$398K +7,592 +29%
AWA
708
Arete Wealth Advisors
Illinois
$1.88M -$818K -15,600 -31%
ECA
709
Elevated Capital Advisors
Utah
$1.88M -$280K -5,348 -14%
FWM
710
Fingerlakes Wealth Management
New York
$1.87M -$8.6K -164 -0.5%
DWM
711
Defined Wealth Management
Oregon
$1.87M +$136K +2,596 +8%
Carson Wealth (CWM LLC)
712
Carson Wealth (CWM LLC)
Nebraska
$1.86M +$6.5K +124 +0.4%
BCM
713
Brookstone Capital Management
Illinois
$1.86M +$230K +4,384 +15%
CP
714
Camelot Portfolios
Ohio
$1.86M -$122K -2,336 -6%
EW
715
Evoke Wealth
California
$1.85M +$173K +3,300 +11%
RVPG
716
Relative Value Partners Group
$1.82M +$305K +5,812 +21%
IP
717
Intellectus Partners
California
$1.82M +$39.2K +748 +2%
TFCP
718
Twin Focus Capital Partners
Massachusetts
$1.8M
CL
719
Cabana LLC
Arkansas
$1.8M +$1.72M +32,724 New
FIA
720
Foundations Investment Advisors
Arizona
$1.8M +$1.21M +22,996 +238%
PG
721
Patten Group
Tennessee
$1.79M -$5.03K -96 -0.3%
KWM
722
Kingsview Wealth Management
Oregon
$1.79M +$185K +3,536 +12%
FANJ
723
Financial Architects (New Jersey)
New Jersey
$1.79M +$149K +2,840 +10%
V
724
VeraBank
Texas
$1.78M +$12K +228 +0.7%
IBOK
725
Independence Bank of Kentucky
Kentucky
$1.78M +$12.6K +240 +0.7%

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.