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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
GGS
1126
Galvin Gaustad & Stein
Arizona
$486K -$16.6K -316 -3%
PI
1127
PFG Investments
New York
$485K +$5.45K +104 +1%
LWM
1128
Lyell Wealth Management
California
$484K
VFPW
1129
Vantage Financial Partners (Wisconsin)
Wisconsin
$481K -$38.6K -736 -8%
KCM
1130
Kennicott Capital Management
California
$477K +$909K +17,348 +200%
SFP
1131
Sterling Financial Planning
New Jersey
$477K -$15.1K -288 -3%
PAG
1132
Private Advisory Group
Washington
$475K -$1.89K -36 -0.4%
GIA
1133
Goodwin Investment Advisory
Georgia
$473K +$311K +5,932 +223%
BFA
1134
Buttonwood Financial Advisors
Maryland
$473K +$450K +8,588 New
HIA
1135
Harbor Investment Advisory
Maryland
$473K
NA
1136
Nottingham Advisors
New York
$471K +$21.4K +408 +5%
TIA
1137
Traphagen Investment Advisors
New Jersey
$471K -$37.3K -712 -8%
BCM
1138
Basso Capital Management
Connecticut
$468K
LRIA
1139
Leonard Rickey Investment Advisors
Washington
$468K -$36.9K -704 -8%
FA
1140
Financial Alternatives
California
$465K
CCM
1141
Carlson Capital Management
Minnesota
$463K
PSF
1142
Pacific Sun Financial
California
$463K +$460K +8,776 New
CT
1143
Colonial Trust
South Carolina
$463K +$3.56K +68 +0.8%
APCM
1144
Alaska Permanent Capital Management
Alaska
$462K +$440K +8,400 New
NFP
1145
NorthLanding Financial Partners
New York
$461K -$270K -5,152 -38%
IAS
1146
Insigneo Advisory Services
Florida
$460K +$438K +8,352 New
MWM
1147
Mascoma Wealth Management
New Hampshire
$458K +$143K +2,732 +50%
PFWA
1148
Paces Ferry Wealth Advisors
Georgia
$458K +$1.47K +28 +0.3%
T
1149
TNF
Montana
$457K -$26.4K -504 -6%
BCG
1150
Breakwater Capital Group
New Jersey
$454K +$6.29K +120 +1%

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.