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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
MIA
1076
Milestone Investment Advisors
Wisconsin
$559K +$6.71K +128 +1%
BBPWM
1077
Blue Bell Private Wealth Management
Pennsylvania
$558K +$532K +10,140 New
DDC
1078
DF Dent & Co
Maryland
$558K
MAS
1079
Madden Advisory Services
Florida
$556K +$94.2K +1,796 +22%
LGWM
1080
Litman Gregory Wealth Management
California
$552K +$526K +10,036 New
OW
1081
Olistico Wealth
Oklahoma
$552K +$629 +12 +0.1%
Fisher Asset Management
1082
Fisher Asset Management
Washington
$552K +$272K +5,188 +107%
TFM
1083
TFC Financial Management
Massachusetts
$551K +$29.6K +564 +6%
SFO
1084
Stokes Family Office
Louisiana
$551K -$104K -1,984 -17%
SCG
1085
Sonata Capital Group
Washington
$546K -$113K -2,160 -18%
FNWM
1086
Financial Network Wealth Management
Utah
$546K +$2.73K +52 +0.5%
FDCDDQ
1087
Federation des caisses Desjardins du Quebec
Quebec, Canada
$545K
LFA
1088
LifeGuide Financial Advisors
Pennsylvania
$543K
CWC
1089
Carolinas Wealth Consulting
North Carolina
$543K +$3.15K +60 +0.6%
SWM
1090
Silverlake Wealth Management
Vermont
$542K +$10.9K +208 +2%
LOPW
1091
Live Oak Private Wealth
North Carolina
$540K +$91.4K +1,744 +22%
BWM
1092
Birchcreek Wealth Management
Ohio
$539K -$74.9K -1,428 -13%
DPI
1093
Diversified Portfolios Inc
Michigan
$536K -$28.9K -552 -5%
BWM
1094
Baron Wealth Management
Michigan
$533K +$629 +12 +0.1%
HHRDM
1095
H&H Retirement Design & Management
Nevada
$531K -$2.1K -40 -0.4%
DI
1096
Diligent Investors
California
$530K
GD
1097
Grandfield & Dodd
New York
$529K -$3.15K -60 -0.6%
QCM
1098
Quantinno Capital Management
New York
$528K +$503K +9,600 New
AI
1099
Accredited Investors
Minnesota
$526K +$12K +228 +2%
S
1100
SignatureFD
Georgia
$526K -$157K -2,988 -24%

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.