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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
RPWA
1251
Regent Peak Wealth Advisors
Georgia
$332K +$8.81K +168 +3%
SFA
1252
Seneca Financial Advisors
New York
$332K
LMKC
1253
L.M. Kohn & Company
Ohio
$329K +$11.7K +224 +4%
SFS
1254
Strategic Financial Services
New York
$327K +$10.5K +200 +4%
ASFA
1255
All Season Financial Advisors
Colorado
$325K +$3.35K +64 +1%
AWA
1256
Acorn Wealth Advisors
Michigan
$323K +$629 +12 +0.2%
WA1
1257
Wimmer Associates 1
California
$323K
EWM
1258
EPG Wealth Management
Georgia
$322K -$11.1K -212 -3%
EAM
1259
Evanson Asset Management
California
$320K +$419 +8 +0.1%
SA
1260
Strategic Advisors
New York
$320K -$178K -3,392 -37%
SB
1261
Sunflower Bank
Texas
$319K
IF
1262
Intrua Financial
Texas
$319K -$36.9K -704 -11%
WA
1263
Wealthstream Advisors
New York
$318K +$95.8K +1,828 +46%
GC
1264
GFG Capital
Florida
$316K +$479K +9,128 New
SFM
1265
Signet Financial Management
New Jersey
$315K -$6.08K -116 -2%
GIA
1266
Guyasuta Investment Advisors
Pennsylvania
$315K +$53.7K +1,024 +22%
CAM
1267
Congress Asset Management
Massachusetts
$314K
KA
1268
Klingman & Associates
New York
$313K +$298K +5,692 New
HVP
1269
Hudson Value Partners
Florida
$313K
TI
1270
Trexquant Investment
Connecticut
$313K -$253K -4,828 -46%
BMD
1271
Better Money Decisions
New Mexico
$313K +$5.24K +100 +2%
AFO
1272
Arrowroot Family Office
California
$312K -$152K -2,904 -34%
FIB
1273
First Interstate Bank
Montana
$311K +$2.31K +44 +0.8%
PCH
1274
PGIM Custom Harvest
New Jersey
$310K
CCA
1275
Clearwater Capital Advisors
Illinois
$308K +$62.5K +1,192 +27%

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.