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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
B
751
Bailard
California
$1.65M -$41.9K -800 -3%
SAG
752
Spotlight Asset Group
Illinois
$1.65M -$40.3K -768 -3%
PTC
753
Private Trust Company
Ohio
$1.64M -$241K -4,592 -13%
ACA
754
Atlas Capital Advisors
Wyoming
$1.64M +$197K +3,756 +14%
ACA
755
Aptus Capital Advisors
Alabama
$1.63M +$74.2K +1,416 +5%
AF
756
Affiance Financial
Minnesota
$1.63M +$337K +6,432 +28%
ESB
757
Essex Savings Bank
Connecticut
$1.63M -$180K -3,424 -10%
AFGAS
758
Allegiance Financial Group Advisory Services
Virginia
$1.63M +$15.7K +300 +1%
SW
759
StrongBox Wealth
Missouri
$1.63M +$40.1K +764 +3%
ACIM
760
Azimuth Capital Investment Management
Michigan
$1.62M
HCMT
761
Highland Capital Management (Tennessee)
Tennessee
$1.62M +$20.8K +396 +1%
IFA
762
Interactive Financial Advisors
Illinois
$1.62M +$91.4K +1,744 +6%
AAMC
763
Asset Allocation & Management Company
Illinois
$1.6M -$1.39M -26,496 -48%
LS
764
Leelyn Smith
Illinois
$1.59M
LPAM
765
Lodestar Private Asset Management
California
$1.59M -$69K -1,316 -4%
SVWAG
766
Sound View Wealth Advisors Group
Georgia
$1.59M +$72.1K +1,376 +5%
CCG
767
Cypress Capital Group
Florida
$1.59M -$22K -420 -1%
OCFG
768
O'Connor Financial Group
Illinois
$1.58M +$827K +15,776 +121%
KBFS
769
Kohmann Bosshard Financial Services
Ohio
$1.58M -$199K -3,792 -12%
WI
770
Wintrust Investments
Illinois
$1.58M -$338K -6,440 -18%
IPW
771
Intergy Private Wealth
Colorado
$1.56M +$108K +2,068 +8%
WWC
772
Waypoint Wealth Counsel
Georgia
$1.56M +$1.26K +24 +0.1%
CIA
773
Covington Investment Advisors
Pennsylvania
$1.55M -$37.5K -716 -2%
MFWM
774
Motley Fool Wealth Management
Virginia
$1.55M -$720K -13,732 -33%
SAG
775
SageView Advisory Group
California
$1.54M +$98.6K +1,880 +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.