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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
MBT
976
Montecito Bank & Trust
California
$758K +$41.5K +792 +6%
SIC
977
Sigma Investment Counselors
Michigan
$753K -$4.19K -80 -0.6%
LPT
978
Legacy Private Trust
Wisconsin
$751K -$59.1K -1,128 -8%
CA
979
Crewe Advisors
Utah
$750K -$6.92K -132 -1%
CF
980
Cantor Fitzgerald
New York
$748K +$136K +2,588 +24%
Lazard Asset Management
981
Lazard Asset Management
New York
$748K -$1.98M -37,864 -74%
VFIC
982
Valley Forge Investment Consultants
Pennsylvania
$742K +$629 +12 +0.1%
MFG
983
MidWestOne Financial Group
Iowa
$739K +$398K +7,592 +130%
BHIC
984
Bassett Hargrove Investment Counsel
Delaware
$739K
NPT
985
Nixon Peabody Trust
Massachusetts
$738K +$703K +13,408 New
BBW
986
Blue Barn Wealth
Utah
$735K -$161K -3,072 -19%
FAG
987
Fortitude Advisory Group
Washington
$735K -$50.1K -956 -7%
NB
988
Nicolet Bankshares
Wisconsin
$733K -$247K -4,712 -26%
FCB
989
First County Bank
Connecticut
$732K +$23.5K +448 +3%
SLWA
990
San Luis Wealth Advisors
California
$729K +$33.8K +644 +5%
BAM
991
Beaumont Asset Management
Texas
$728K +$50.1K +956 +8%
OFG
992
Oxford Financial Group
Indiana
$727K +$6.08K +116 +0.9%
BBHC
993
Brown Brothers Harriman & Co
New York
$725K +$32.3K +616 +5%
SFS
994
Summit Financial Strategies
Ohio
$724K +$168K +3,196 +32%
LA
995
Legacy Advisors
Pennsylvania
$724K -$46.8K -892 -6%
PT
996
Plimoth Trust
Massachusetts
$724K +$12.8K +244 +2%
AGC
997
Aspen Grove Capital
Colorado
$722K +$688K +13,116 New
PB
998
Pinnacle Bancorp
Nebraska
$718K +$19.1K +364 +3%
CAL
999
Capital Analysts LLC
Pennsylvania
$710K -$226K -4,308 -24%
AIFAIM
1000
American Institute for Advanced Investment Management
Arizona
$708K -$35.2K -672 -5%

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.