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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
Baird Financial Group
51
Baird Financial Group
Wisconsin
$81M -$2.85M -54,420 -4%
Cerity Partners
52
Cerity Partners
New York
$80.8M +$32M +611,268 +71%
LFG
53
Larson Financial Group
Missouri
$78.9M +$3.97M +75,780 +6%
MML Investors Services
54
MML Investors Services
Massachusetts
$74.9M +$5.81M +110,912 +9%
V
55
Veritable
Delaware
$70.4M +$2.3M +43,948 +4%
WSTAM
56
Wilbanks Smith & Thomas Asset Management
Virginia
$70M -$525K -10,020 -0.8%
IPW
57
Invictus Private Wealth
Colorado
$69.6M +$2.37M +45,192 +4%
JIC
58
Joel Isaacson & Co
New York
$69.3M +$1.68M +32,044 +3%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$68.6M -$1.22M -23,184 -2%
FSWA
60
Financial Synergies Wealth Advisors
Texas
$66.7M +$8.79M +167,604 +16%
CTB
61
Country Trust Bank
Illinois
$65.2M +$2.31K +44 +0%
AssetMark Inc
62
AssetMark Inc
California
$64.8M +$1.92M +36,648 +3%
TNBTD
63
Trustmark National Bank Trust Department
Mississippi
$64.7M -$1.49M -28,476 -2%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$64M -$1.83M -34,912 -3%
ST
65
Smithfield Trust
Pennsylvania
$61.9M +$1.07M +20,436 +2%
PFO
66
Pathstone Family Office
New Jersey
$61.5M -$1.17M -22,272 -2%
CTC
67
Central Trust Company
Missouri
$61.4M -$1.3M -24,752 -2%
AT
68
American Trust
Kentucky
$60.3M -$3.62M -69,124 -6%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$60.1M -$2.74M -52,352 -5%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$58.8M +$12.4M +235,860 +28%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$58.1M +$1.07M +20,488 +2%
NHC
72
Nicholas Hoffman & Company
Georgia
$57.3M +$2.04M +38,900 +4%
CCM
73
Coldstream Capital Management
Washington
$56.5M +$119K +2,272 +0.2%
CPIG
74
Chicago Partners Investment Group
Illinois
$55.7M +$2.28M +43,476 +5%
PAG
75
Private Advisor Group
New Jersey
$55.3M -$1.73M -32,996 -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.