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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
AC
901
AlphaCore Capital
California
$961K +$745K +14,204 +436%
FMTCOCP
902
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$960K
SQA
903
Simon Quick Advisors
New Jersey
$960K -$186K -3,556 -17%
CPRC
904
Consolidated Portfolio Review Corp
New York
$959K -$24.7K -472 -3%
CFMC
905
Curbstone Financial Management Corp
New Hampshire
$958K +$83.9K +1,600 +10%
SL
906
SWMG LLC
Texas
$957K -$24.7K -472 -3%
NCMW
907
Northern Capital Management (Washington)
Washington
$957K +$93.7K +1,788 +11%
TC
908
TownSquare Capital
Utah
$957K +$589K +11,228 +183%
LA
909
LexAurum Advisors
Kansas
$949K -$18K -344 -2%
BTWM
910
Baker Tilly Wealth Management
Wisconsin
$948K +$88.1K +1,680 +11%
DFA
911
Delta Financial Advisors
Louisiana
$946K +$1.26K +24 +0.1%
JFGLC
912
Johnson Financial Group LLC (Colorado)
Colorado
$944K -$1.97M -37,528 -69%
IF
913
Ironwood Financial
Arizona
$939K +$84.1K +1,604 +10%
EP
914
Eudaimonia Partners
Tennessee
$936K +$388K +7,400 +77%
HFS
915
Heritage Financial Services
Massachusetts
$929K +$133K +2,536 +18%
SWM
916
SigFig Wealth Management
California
$925K +$7.55K +144 +0.9%
FNB
917
Farmers National Bank
Kentucky
$923K -$16.4K -312 -2%
PIA
918
Perennial Investment Advisors
California
$922K +$64.2K +1,224 +8%
HSA
919
HBK Sorce Advisory
Pennsylvania
$919K -$96K -1,832 -10%
DAM
920
Derbend Asset Management
Georgia
$911K +$24.7K +472 +3%
SWP
921
Summit Wealth Partners
Florida
$901K -$43.8K -836 -5%
FFA
922
Fragasso Financial Advisors
Pennsylvania
$897K -$13.6K -260 -2%
Wealth Enhancement Advisory Services
923
Wealth Enhancement Advisory Services
Minnesota
$897K +$414K +7,900 +94%
SWA
924
Sutton Wealth Advisors
Florida
$893K -$74.9K -1,428 -8%
BHIA
925
Birch Hill Investment Advisors
Massachusetts
$889K

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.