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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
CCA
876
Checchi Capital Advisers
California
$1.06M -$37.1K -708 -4%
TC
877
TAP Consulting
Missouri
$1.05M -$6.92K -132 -0.7%
B
878
Bridgeworth
Alabama
$1.05M +$85.8K +1,636 +9%
ECM
879
EagleClaw Capital Management
Massachusetts
$1.05M
SFS
880
Security Financial Services
Indiana
$1.04M -$131K -2,508 -12%
HNW
881
High Note Wealth
Minnesota
$1.04M -$48.2K -920 -5%
FCBT
882
First Citizens Bank & Trust
North Carolina
$1.03M -$225K -4,300 -19%
SWM
883
Selective Wealth Management
Virginia
$1.02M +$971K +18,520 New
Wealthfront Advisers
884
Wealthfront Advisers
California
$1.02M +$107K +2,048 +12%
AIM
885
AMI Investment Management
Indiana
$1.02M +$49.7K +948 +5%
ADL
886
Asset Dedication LLC
California
$1.01M +$104K +1,976 +12%
CAM
887
Covenant Asset Management
New Jersey
$1.01M -$2.94K -56 -0.3%
OFP
888
OLIO Financial Planning
Virginia
$1.01M +$194K +3,704 +25%
TA
889
TFG Advisers
Michigan
$1M +$11.3K +216 +1%
CWA
890
CJM Wealth Advisers
Virginia
$1M +$419 +8 +0%
PCA
891
Pallas Capital Advisors
Massachusetts
$1M +$89.8K +1,712 +11%
RT
892
Rockland Trust
Massachusetts
$996K +$17.2K +328 +2%
WA
893
Wealth Architects
California
$992K +$67.3K +1,284 +8%
SCA
894
Stillwater Capital Advisors
Pennsylvania
$987K +$72.1K +1,376 +8%
CC
895
Courier Capital
New York
$986K +$46.1K +880 +5%
FBFS
896
First Business Financial Services
Wisconsin
$980K
AWM
897
Aspire Wealth Management
Massachusetts
$973K +$210 +4 +0%
SSWM
898
Smith Salley Wealth Management
North Carolina
$973K -$436K -8,320 -32%
WCM
899
WealthBridge Capital Management
Ohio
$970K +$10.7K +204 +1%
RCAG
900
Rehmann Capital Advisory Group
Michigan
$967K +$60.8K +1,160 +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.