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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
RWMH
101
Riverpoint Wealth Management Holdings
Illinois
$34.1M +$387K +7,384 +1%
CAN
102
Cetera Advisor Networks
California
$34M -$3.56M -67,944 -10%
SDWMA
103
Schneider Downs Wealth Management Advisors
Pennsylvania
$33.8M +$463K +8,824 +1%
LIM
104
Leavell Investment Management
Alabama
$33.6M +$662K +12,636 +2%
ACM
105
Alpha Capital Management
Texas
$33.4M
FC
106
Fulcrum Capital
Washington
$33.2M -$112K -2,128 -0.4%
NHT
107
New Hampshire Trust
New Hampshire
$32.6M +$1.25M +23,800 +4%
PCTC
108
Perkins Coie Trust Company
Washington
$32.6M +$124K +2,360 +0.4%
AF
109
Arrow Financial
New York
$32.6M -$306K -5,840 -1%
KAS
110
Kestra Advisory Services
Texas
$32.2M +$2.08M +39,696 +7%
HWA
111
Heartwood Wealth Advisors
Virginia
$29.8M +$567K +10,824 +2%
NW
112
NewEdge Wealth
Pennsylvania
$28.9M +$723K +13,800 +3%
BI
113
Ballast Inc
Kentucky
$28.3M +$918K +17,512 +4%
SC
114
Stephens Consulting
Michigan
$28.2M +$14.4M +274,920 +116%
EI
115
Ellevest Inc
New York
$27.7M +$978K +18,656 +4%
BBA
116
BLB&B Advisors
Pennsylvania
$27.4M -$543K -10,360 -2%
RFC
117
Regions Financial Corp
Alabama
$26.9M -$528K -10,072 -2%
AM
118
AGF Management
Ontario, Canada
$26.7M -$906K -17,280 -3%
TPW
119
TL Private Wealth
Texas
$26.4M +$14.3K +272 +0.1%
Bessemer Group
120
Bessemer Group
New Jersey
$25.7M +$149K +2,836 +0.6%
PFM
121
Phillips Financial Management
Indiana
$25.7M +$1.9M +36,188 +8%
NYLIM
122
New York Life Investment Management
New York
$25.4M +$3.59M +68,416 +17%
BP
123
BCK Partners
New York
$25M -$47.6K -908 -0.2%
BF
124
Blankinship & Foster
California
$24.7M +$1.42M +27,092 +6%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$24.6M +$655K +12,496 +3%

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.