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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
MFWP
801
Mosaic Family Wealth Partners
Missouri
$1.39M -$4.19K -80 -0.3%
CCG
802
Chatham Capital Group
Georgia
$1.38M
MPCL
803
My Personal CFO LLC
Washington
$1.38M +$1.32M +25,084 New
ATC
804
Adirondack Trust Company
New York
$1.37M
MF
805
Montis Financial
Massachusetts
$1.36M -$1.89K -36 -0.1%
AIM
806
Aspen Investment Management
Michigan
$1.36M
Neuberger Berman Group
807
Neuberger Berman Group
New York
$1.36M -$113K -2,164 -8%
BFO
808
Boston Family Office
Massachusetts
$1.36M -$26.2K -500 -2%
VCA
809
Verdence Capital Advisors
Maryland
$1.35M +$1.26K +24 +0.1%
VIM
810
Vista Investment Management
Pennsylvania
$1.35M -$35.2K -672 -3%
LFA
811
Laraway Financial Advisors
Minnesota
$1.34M -$32.5K -620 -2%
BAM
812
BOS Asset Management
Illinois
$1.33M +$5.03K +96 +0.4%
RBC
813
Romano Brothers & Co
Illinois
$1.33M +$13.6K +260 +1%
SWA
814
Strategies Wealth Advisors
Michigan
$1.32M +$243K +4,636 +24%
DSA
815
Droms Strauss Advisors
Missouri
$1.31M -$27.9K -532 -2%
CC
816
Callan Capital
California
$1.31M -$70.9K -1,352 -5%
AL
817
Aspiriant LLC
California
$1.3M -$8.18K -156 -0.7%
HWA
818
Heritage Wealth Advisors
Virginia
$1.3M +$64.8K +1,236 +6%
MGWM
819
Marks Group Wealth Management
Minnesota
$1.29M
CPWM
820
Cypress Point Wealth Management
Texas
$1.29M +$3.15K +60 +0.3%
CW
821
CreativeOne Wealth
Kansas
$1.28M -$142K -2,708 -10%
RWM
822
Refined Wealth Management
Utah
$1.28M +$176K +3,364 +17%
SOS
823
Silver Oak Securities
Tennessee
$1.26M +$278K +5,296 +30%
ACI
824
Alpha Cubed Investments
California
$1.26M -$389K -7,416 -24%
HPC
825
HM Payson & Co
Maine
$1.26M -$213K -4,072 -15%

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.