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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
MPM
1026
Meritage Portfolio Management
Kansas
$648K +$56.4K +1,076 +10%
ORC
1027
O'Rourke & Company
Massachusetts
$643K +$17.2K +328 +3%
OBWG
1028
Onyx Bridge Wealth Group
New York
$636K +$605K +11,548 New
AP
1029
Americana Partners
Texas
$631K +$10.9K +208 +2%
LW
1030
Libra Wealth
California
$631K
WG
1031
Welch Group
Alabama
$629K +$44.5K +848 +8%
BW
1032
BIP Wealth
Georgia
$628K +$143K +2,720 +31%
WIM
1033
Warwick Investment Management
Texas
$628K -$43.8K -836 -7%
DWMG
1034
DB Wealth Management Group
California
$627K +$1.68K +32 +0.3%
BFS
1035
Bard Financial Services
Connecticut
$625K
CAI
1036
Capital Advisors Inc
Oklahoma
$625K +$46.3K +884 +8%
PWG
1037
Private Wealth Group
Florida
$622K
SC
1038
Schoolcraft Capital
Colorado
$621K
MWM
1039
Mission Wealth Management
California
$621K -$71.1K -1,356 -11%
TW
1040
Transform Wealth
Colorado
$618K -$91.6K -1,748 -13%
HGWM
1041
Horst & Graben Wealth Management
Oregon
$617K -$30K -572 -5%
FCA
1042
Fortis Capital Advisors
Kansas
$615K +$38.2K +728 +7%
CPC
1043
Consolidated Planning Corp
Georgia
$614K +$585K +11,160 New
AA
1044
Aufman Associates
Pennsylvania
$614K +$2.1K +40 +0.4%
LWCFA
1045
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$613K
CW
1046
Channel Wealth
California
$613K -$215K -4,092 -27%
WW
1047
Westshore Wealth
California
$613K +$210 +4 +0%
CSPAM
1048
Cary Street Partners Asset Management
Virginia
$612K +$26.2K +500 +5%
MPW
1049
Monterey Private Wealth
California
$610K +$32.5K +620 +6%
LDB
1050
Lee, Danner & Bass
Tennessee
$609K +$5.24K +100 +0.9%

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.