We are live on ! Find out more
VO icon

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
CP
1201
Castleview Partners
Texas
$388K -$68.8K -1,312 -16%
TCPWM
1202
Traverso Chambers Private Wealth Management
California
$388K
CCFM
1203
Clear Creek Financial Management
Washington
$388K -$10.9K -208 -3%
LCM
1204
Logan Capital Management
Pennsylvania
$385K
DA
1205
Detalus Advisors
Missouri
$383K +$104K +1,984 +40%
IAA
1206
Independent Advisor Alliance
North Carolina
$383K +$365K +6,956 New
PWW
1207
Pettyjohn Wood & White
Virginia
$379K +$10.7K +204 +3%
SWRP
1208
Summit Wealth & Retirement Planning
California
$379K +$361K +6,880 New
NB
1209
NBT Bank
New York
$377K +$57.7K +1,100 +19%
VWA
1210
VERITY Wealth Advisors
United States
$377K -$96.3K -1,836 -21%
JCM
1211
Jacobi Capital Management
Pennsylvania
$376K -$31.9K -608 -8%
RWA
1212
Ropes Wealth Advisors
Massachusetts
$376K +$358K +6,832 New
TFF
1213
The Family Firm
Maryland
$375K +$1.26K +24 +0.4%
ECG
1214
EPIQ Capital Group
California
$368K +$1.47K +28 +0.4%
ACM
1215
Ategra Capital Management
Virginia
$367K
FFM
1216
Forum Financial Management
Illinois
$367K -$34K -648 -9%
WTFG
1217
Wells Trecaso Financial Group
Ohio
$367K
EPP
1218
ETF Portfolio Partners
Kansas
$366K +$67.9K +1,296 +24%
1WA
1219
180 Wealth Advisors
Washington
$366K -$27.3K -520 -7%
TVWM
1220
Tower View Wealth Management
Wisconsin
$364K -$6.08K -116 -2%
GP
1221
Girard Partners
Pennsylvania
$364K -$5.87K -112 -2%
EA
1222
Ellsworth Advisors
Ohio
$364K +$629 +12 +0.2%
MC
1223
Mathes Company
New York
$363K +$345K +6,588 New
RJTCONH
1224
Raymond James Trust Company of New Hampshire
New Hampshire
$362K +$7.13K +136 +2%
WA
1225
Wambolt & Associates
Colorado
$361K -$16.6K -316 -5%

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.