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
CA
76
Clearstead Advisors
Ohio
$55M +$4.51M +86,060 +9%
NFG
77
Nadler Financial Group
Illinois
$54.6M +$180K +3,432 +0.3%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$54.4M +$16.9M +321,448 +48%
Corient Private Wealth
79
Corient Private Wealth
Florida
$54.3M +$3.2M +61,080 +7%
PAI
80
Pittenger & Anderson Inc
Nebraska
$50.9M +$1.71M +32,704 +4%
EH
81
Equitable Holdings
New York
$50.4M +$4.39M +83,720 +10%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.6M -$64.3M -1,225,948 -58%
CA
83
Cetera Advisors
Colorado
$49.4M +$11.2M +212,800 +31%
ETC
84
Exchange Traded Concepts
Oklahoma
$48.8M +$46.5M +886,492 New
NQWM
85
Northwest Quadrant Wealth Management
Oregon
$48.6M +$339K +6,468 +0.7%
AWM
86
AE Wealth Management
Kansas
$46.1M +$10.6M +201,892 +32%
PGFC
87
Peapack-Gladstone Financial Corp
New Jersey
$45.8M +$342K +6,528 +0.8%
CAAS
88
Capital Asset Advisory Services
Michigan
$44.9M +$704K +13,436 +2%
NA
89
NewEdge Advisors
Louisiana
$44.7M -$236K -4,504 -0.6%
CWM
90
Connecticut Wealth Management
Connecticut
$43.1M +$2.12M +40,444 +5%
BFPW
91
BOK Financial Private Wealth
Colorado
$42.9M -$10.4M -198,064 -20%
VVP
92
Venture Visionary Partners
Ohio
$39.5M -$34.2K -652 -0.1%
AFAS
93
Acorn Financial Advisory Services
Virginia
$38.1M +$174K +3,320 +0.5%
ME
94
McIlrath & Eck
Washington
$38M -$1.34M -25,524 -4%
US Bancorp
95
US Bancorp
Minnesota
$38M -$2.44M -46,496 -6%
AFG
96
Arkansas Financial Group
Arkansas
$36.8M +$326K +6,216 +0.9%
TTWM
97
TCV Trust & Wealth Management
Virginia
$36.2M -$31.2K -596 -0.1%
OHWA
98
Oak Hill Wealth Advisors
Virginia
$36M +$1.03M +19,612 +3%
CI
99
CX Institutional
Indiana
$35.7M +$895K +17,080 +3%
G
100
GenTrust
Florida
$35.1M +$3.26M +62,160 +11%

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.