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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
NEPWA
1276
New England Private Wealth Advisors
Massachusetts
$308K +$72.3K +1,380 +33%
CAM
1277
Concorde Asset Management
Michigan
$308K -$2.31K -44 -0.8%
WFS
1278
Weitzel Financial Services
Iowa
$308K +$210 +4 +0.1%
RWA
1279
Redhawk Wealth Advisors
Minnesota
$307K +$293K +5,584 New
SIM
1280
Sterling Investment Management
Arizona
$307K
NRC
1281
New Republic Capital
North Carolina
$306K
MWP
1282
Meridian Wealth Partners
Pennsylvania
$305K -$13.4K -256 -4%
GFL
1283
Granite FO LLC
New Hampshire
$305K
FNBOMD
1284
First National Bank of Mount Dora
Florida
$304K
FLA
1285
Financial Life Advisors
Texas
$304K -$107K -2,040 -27%
FPCG
1286
Fort Pitt Capital Group
Pennsylvania
$303K
PWM
1287
Penobscot Wealth Management
Maine
$302K +$839 +16 +0.3%
FFWA
1288
FRG Family Wealth Advisors
Washington
$301K
TFA
1289
Triad Financial Advisors
North Carolina
$301K -$1.47K -28 -0.5%
LTL
1290
Lowery Thomas LLC
California
$301K +$1.05K +20 +0.4%
C1AG
1291
Client 1st Advisory Group
Florida
$299K
MC
1292
Moors & Cabot
Massachusetts
$298K -$39.6K -756 -12%
AWM
1293
Avaii Wealth Management
Wisconsin
$298K -$2.94K -56 -1%
CFA
1294
CWS Financial Advisors
Michigan
$298K -$91.4K -1,744 -24%
BBNA
1295
Bremer Bank National Association
Minnesota
$298K
JDR
1296
Jay D. Rosenbaum
$298K +$284K +5,412 New
KW
1297
KWB Wealth
California
$296K -$31.5K -600 -10%
TCM
1298
Triumph Capital Management
Colorado
$296K -$10.1K -192 -3%
CT
1299
Clearstead Trust
Maine
$296K
SFG
1300
Synergy Financial Group
California
$295K +$1.05K +20 +0.4%

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.