We are live on ! Find out more
VO icon

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
AWA
851
Alta Wealth Advisors
Massachusetts
$1.13M +$2.1K +40 +0.2%
GC
852
Guidance Capital
Kentucky
$1.13M +$1.07M +20,424 New
SEP
853
Southland Equity Partners
Missouri
$1.12M -$5.45K -104 -0.5%
RSVP
854
Ramsay Stattman Vela & Price
Colorado
$1.11M
GP
855
Greenline Partners
New York
$1.11M
SWM
856
Spire Wealth Management
Virginia
$1.11M -$15.5K -296 -1%
EWM
857
Empirical Wealth Management
Washington
$1.11M +$205K +3,908 +24%
IC
858
IEQ Capital
California
$1.1M
MJRIC
859
Mogy Joel R Investment Counsel
California
$1.1M -$11.5K -220 -1%
EW
860
Enzi Wealth
Texas
$1.1M -$304K -5,792 -23%
MWPCG
861
Measured Wealth Private Client Group
New Hampshire
$1.1M -$104K -1,980 -9%
CFFP
862
Center for Financial Planning
Michigan
$1.09M -$30.4K -580 -3%
SF
863
Safeguard Financial
Wisconsin
$1.09M +$2.94K +56 +0.3%
EFG
864
Everhart Financial Group
Ohio
$1.09M -$10.7K -204 -1%
KOC
865
Koss-Olinger Consulting
Florida
$1.08M -$35.4K -676 -3%
TCOV
866
Trust Company of Vermont
Vermont
$1.08M +$44.9K +856 +5%
GWAM
867
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.08M +$97.9K +1,868 +11%
CWMGP
868
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.08M -$17.8K -340 -2%
ECM
869
Evergreen Capital Management
Washington
$1.08M +$344K +6,556 +51%
FAB
870
First American Bank
Illinois
$1.07M +$419 +8 +0%
GLA
871
Good Life Advisors
Pennsylvania
$1.07M +$89.3K +1,704 +10%
FCM
872
Fortis Capital Management
Washington
$1.07M +$344K +6,560 +51%
RIA
873
Realta Investment Advisors
Delaware
$1.06M -$22.9K -436 -2%
RWRC
874
R.W. Roge & Company
New York
$1.06M
TMWM
875
Taylor & Morgan Wealth Management
Michigan
$1.06M

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.