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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
WLPWM
1226
Walled Lake Planning & Wealth Management
Illinois
$361K +$52.2K +996 +18%
GAB
1227
German American Bancorp
Indiana
$356K
HWA
1228
HHM Wealth Advisors
Tennessee
$356K
NP
1229
NorthRock Partners
Minnesota
$355K +$55.6K +1,060 +20%
FFBTD
1230
First Financial Bank - Trust Division
Ohio
$353K -$2.31K -44 -0.7%
Renaissance Technologies
1231
Renaissance Technologies
New York
$352K +$336K +6,400 New
DI
1232
Disciplined Investments
Oklahoma
$352K -$528K -10,080 -61%
IFPG
1233
Intrepid Financial Planning Group
Indiana
$351K +$46.1K +880 +16%
TAM
1234
Townsend Asset Management
North Carolina
$350K -$112K -2,140 -25%
CW
1235
CIC Wealth
Maryland
$350K -$4.61K -88 -1%
PI
1236
Pachira Investments
California
$349K +$23.5K +448 +8%
MA
1237
Mangham Associates
Virginia
$346K +$1.26K +24 +0.4%
RWA
1238
River Wealth Advisors
Pennsylvania
$346K +$4.19K +80 +1%
USCWA
1239
U.S. Capital Wealth Advisors
Texas
$345K +$18.5K +352 +6%
LNWTC
1240
Laird Norton Wetherby Trust Company
Washington
$345K
MWM
1241
Madison Wealth Management
Ohio
$344K
VPP
1242
Vertex Planning Partners
Illinois
$343K
WCWM
1243
Willow Creek Wealth Management
California
$342K
GF
1244
Gries Financial
Ohio
$342K +$629 +12 +0.2%
JFGIW
1245
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$340K -$10.7K -204 -3%
ML
1246
McAdam LLC
Pennsylvania
$338K -$22.9K -436 -7%
NBT
1247
Northwest Bank & Trust
Iowa
$336K +$320K +6,108 New
DWM
1248
Dakota Wealth Management
Florida
$334K +$318K +6,068 New
HWM
1249
Howard Wealth Management
Connecticut
$333K -$4.19K -80 -1%
FPGK
1250
Financial Partners Group (Kansas)
Kansas
$332K -$6.92K -132 -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.