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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
National Bank of Canada
951
National Bank of Canada
Quebec, Canada
$809K -$44.5K -848 -5%
PFSC
952
Peoples Financial Services Corp
Pennsylvania
$807K +$289K +5,516 +60%
P
953
Pitcairn
Pennsylvania
$806K
CWM
954
Chemistry Wealth Management
New York
$806K +$238K +4,544 +45%
CFGSD
955
Compass Financial Group (South Dakota)
South Dakota
$805K -$47K -896 -6%
GSIS
956
Global Strategic Investment Solutions
Arizona
$801K +$2.73K +52 +0.4%
HKIMG
957
Hutchens & Kramer Investment Management Group
Indiana
$793K -$31.5K -600 -4%
MCCA
958
Mill Creek Capital Advisors
Pennsylvania
$793K -$8.06M -153,840 -91%
AA
959
Aire Advisors
California
$791K
RWM
960
Rockwood Wealth Management
Pennsylvania
$789K
WA
961
WBH Advisory
Maryland
$788K +$419 +8 +0.1%
MPW
962
Melone Private Wealth
Michigan
$785K +$210 +4 +0%
TAM
963
Titleist Asset Management
Texas
$785K -$51.6K -984 -6%
CWM
964
Curi Wealth Management
North Carolina
$784K -$3.35K -64 -0.4%
BA
965
BCM Advisors
Louisiana
$784K -$17.2K -328 -2%
FTWA
966
Fifth Third Wealth Advisors
Ohio
$783K +$745K +14,220 New
BWP
967
BSW Wealth Partners
Colorado
$776K -$1.47K -28 -0.2%
Jane Street
968
Jane Street
New York
$774K -$184K -3,508 -20%
PC
969
Pecaut & Co
Iowa
$768K -$20.6K -392 -3%
BAG
970
Bridgewealth Advisory Group
California
$767K +$14.7K +280 +2%
YIH
971
Y-Intercept (HK)
Hong Kong
$766K +$730K +13,920 New
SF
972
Symphony Financial
Texas
$763K -$100K -1,908 -12%
CD
973
Chapin Davis
Maryland
$763K +$18.5K +352 +3%
PL
974
Plancorp LLC
Missouri
$763K +$19.1K +364 +3%
EWA
975
Etesian Wealth Advisors
Oregon
$761K

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.