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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
BFA
926
Bluestem Financial Advisors
Illinois
$886K -$9.02K -172 -1%
RCM
927
Rain Capital Management
Oregon
$882K -$148K -2,816 -15%
SIG
928
Stonegate Investment Group
Alabama
$880K +$57K +1,088 +7%
SWM
929
SeaCrest Wealth Management
New York
$879K +$124K +2,372 +17%
CFG
930
Citizens Financial Group
Rhode Island
$877K -$8.81K -168 -1%
TSWM
931
Triangle Securities Wealth Management
North Carolina
$872K -$2.1K -40 -0.3%
VPIM
932
Vanguard Personalized Indexing Management
California
$869K -$3.15K -60 -0.4%
GWM
933
Greenhouse Wealth Management
Connecticut
$864K -$1.68K -32 -0.2%
LFAS
934
Level Four Advisory Services
Texas
$859K +$50.7K +968 +7%
MG
935
MilWealth Group
Wisconsin
$857K -$13K -248 -2%
MAM
936
Marotta Asset Management
Virginia
$855K +$814K +15,528 New
TA
937
TFB Advisors
Kansas
$851K +$367K +6,996 +83%
LFS
938
Lutz Financial Services
Nebraska
$847K -$62.9K -1,200 -7%
OA
939
Oxbow Advisors
Texas
$837K
NF
940
Nvest Financial
New Hampshire
$835K -$8.6K -164 -1%
ETIA
941
Epic Trust Investment Advisors
Washington
$831K -$239K -4,556 -23%
PWA
942
Peterson Wealth Advisors
Utah
$830K -$39.4K -752 -5%
MCM
943
Mitchell Capital Management
Kansas
$826K
MA
944
MJP Associates
Connecticut
$819K +$629 +12 +0.1%
AO
945
Advisor OS
Illinois
$819K +$780K +14,880 New
TA
946
Trellis Advisors
Washington
$816K
SFG
947
StrategIQ Financial Group
Indiana
$816K +$419 +8 +0.1%
C
948
Certuity
Florida
$815K +$41.9K +800 +6%
VNB
949
Virginia National Bank
Virginia
$811K -$2.1K -40 -0.3%
ES
950
ETF Store
Kansas
$810K +$4.61K +88 +0.6%

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.