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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
WTB
1176
Washington Trust Bank
Washington
$416K -$12K -228 -3%
DP
1177
Divergent Planning
Maryland
$415K -$6.92K -132 -2%
PTP
1178
Platform Technology Partners
New York
$414K -$2.94K -56 -0.8%
GWM
1179
GSB Wealth Management
Connecticut
$414K
UL
1180
Unionview LLC
Washington
$412K -$8.39K -160 -2%
EWM
1181
Echo Wealth Management
Minnesota
$410K -$75.3K -1,436 -17%
OFG
1182
Orcam Financial Group
California
$407K -$20.6K -392 -5%
PSP
1183
Pacific Sage Partners
Washington
$407K
NSAM
1184
North Star Asset Management
Wisconsin
$406K +$71.3K +1,360 +23%
BFA
1185
Beaumont Financial Advisors
Massachusetts
$405K -$5.45K -104 -1%
CAWM
1186
Capital Advisors Wealth Management
Washington
$405K +$27.1K +516 +8%
AIM
1187
Athena Investment Management
California
$405K
VFA
1188
Voya Financial Advisors
Connecticut
$402K -$93.9K -1,792 -20%
LWMG
1189
Levy Wealth Management Group
Pennsylvania
$400K +$32.9K +628 +9%
FCIM
1190
Fairview Capital Investment Management
California
$400K
IAG
1191
Investmark Advisory Group
Connecticut
$398K
BIAS
1192
Beacon Investment Advisory Services
New Jersey
$397K +$38.6K +736 +11%
WSFS
1193
Wilmington Savings Fund Society
Delaware
$395K -$74.7K -1,424 -17%
VNA
1194
Valley National Advisers
Pennsylvania
$395K -$45.3K -864 -11%
HIP
1195
HUB Investment Partners
Texas
$394K +$2.31K +44 +0.6%
SMA
1196
Sage Mountain Advisors
Georgia
$394K
JPLA
1197
Joseph P. Lucia & Associates
New York
$391K -$109K -2,080 -23%
AMCA
1198
Arthur M. Cohen & Associates
Illinois
$390K -$96.9K -1,848 -21%
FWCM
1199
Ferguson Wellman Capital Management
Oregon
$390K
Qube Research & Technologies (QRT)
1200
Qube Research & Technologies (QRT)
United Kingdom
$389K -$635K -12,108 -76%

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.