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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
SB
1151
Strategic Blueprint
Georgia
$454K -$99.6K -1,900 -19%
B
1152
Bensler
Washington
$452K +$419 +8 +0.1%
BB
1153
Busey Bank
Illinois
$451K -$21K -400 -5%
STB
1154
S&T Bank
Pennsylvania
$450K -$419 -8 -0.1%
WB
1155
Webster Bank
Connecticut
$450K -$21K -400 -5%
GHA
1156
Granite Harbor Advisors
Texas
$448K -$32.9K -628 -7%
NGA
1157
Naples Global Advisors
Florida
$446K +$62.7K +1,196 +17%
AG
1158
Ascent Group
Virginia
$445K -$61.9K -1,180 -13%
SRWM
1159
Shira Ridge Wealth Management
California
$444K -$10.5K -200 -2%
FWTB
1160
First Western Trust Bank
Colorado
$440K -$14.3K -272 -3%
WP
1161
WealthPLAN Partners
Nebraska
$440K +$839 +16 +0.2%
PRS
1162
Pinkerton Retirement Specialists
Idaho
$438K -$25.4M -484,908 -98%
HWM
1163
Heirloom Wealth Management
Colorado
$438K +$29.4K +560 +8%
LRPA
1164
L. Roy Papp & Associates
Arizona
$437K +$1.68K +32 +0.4%
PFBT
1165
Parkside Financial Bank & Trust
Missouri
$435K -$146K -2,776 -26%
RPGK
1166
Retirement Planning Group (Kansas)
Kansas
$435K +$9.02K +172 +2%
RWA
1167
Rooted Wealth Advisors
Illinois
$433K +$413K +7,872 New
MCM
1168
Magnolia Capital Management
New York
$429K
ACM
1169
Advance Capital Management
Michigan
$428K -$8.81K -168 -2%
KTA
1170
Keeley-Teton Advisors
Illinois
$426K
CWP
1171
Cyndeo Wealth Partners
Florida
$425K -$9.86K -188 -2%
OWA
1172
Octavia Wealth Advisors
Ohio
$423K +$5.24K +100 +1%
NWMG
1173
National Wealth Management Group
Ohio
$422K +$13.2K +252 +3%
LBA
1174
Lowell Blake & Associates
Massachusetts
$421K
RFN
1175
Redwood Financial Network
Ohio
$418K -$6.5K -124 -2%

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.