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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
WDG
726
Wealth Dimensions Group
Ohio
$1.77M +$15.1K +288 +0.9%
GLR
727
Great Lakes Retirement
Ohio
$1.77M +$66.7K +1,272 +4%
IA
728
IFG Advisors
Missouri
$1.76M +$96.3K +1,836 +6%
Allspring Global Investments
729
Allspring Global Investments
North Carolina
$1.76M +$25.4K +484 +2%
LWM
730
Laidlaw Wealth Management
New York
$1.75M -$178K -3,396 -10%
BSB
731
Bangor Savings Bank
Maine
$1.75M
BFA
732
Bragg Financial Advisors
North Carolina
$1.75M -$97.3K -1,856 -6%
TA
733
Tiedemann Advisors
New York
$1.74M
APWM
734
Argonautica Private Wealth Management
Massachusetts
$1.74M +$9.65K +184 +0.6%
GWM
735
GoalFusion Wealth Management
Texas
$1.74M +$10.5K +200 +0.6%
HNWAG
736
High Net Worth Advisory Group
Florida
$1.73M -$64.4K -1,228 -4%
LHEI
737
Leo H. Evart Inc
California
$1.73M -$13.8K -264 -0.8%
KL
738
KWMG LLC
Kansas
$1.73M -$1.11M -21,232 -40%
CST
739
Charles Schwab Trust
Nevada
$1.72M
MWM
740
Meridian Wealth Management
Kentucky
$1.72M -$39K -744 -2%
SKK
741
Shepherd Kaplan Krochuk
Massachusetts
$1.72M +$6.08K +116 +0.4%
WIA
742
World Investment Advisors
California
$1.72M +$685K +13,068 +72%
PBF
743
Petix & Botte Financial
California
$1.72M +$744K +14,196 +84%
SSB
744
Sandy Spring Bank
Maryland
$1.71M -$138K -2,640 -8%
CGL
745
Clarius Group LLC
Washington
$1.71M +$10.9K +208 +0.7%
MCWS
746
McKinley Carter Wealth Services
West Virginia
$1.71M -$3.15K -60 -0.2%
BCM
747
Beck Capital Management
Texas
$1.7M +$1.62M +30,920 New
BCA
748
Bay Colony Advisors
Massachusetts
$1.69M +$131K +2,508 +9%
HTC
749
Haverford Trust Company
Pennsylvania
$1.67M -$46.6K -888 -3%
SLT
750
St Louis Trust
Missouri
$1.65M +$629 +12 +0%

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.