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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
CIAS
1301
CFS Investment Advisory Services
New Jersey
$295K -$419 -8 -0.1%
1SB
1302
1ST Source Bank
Indiana
$294K
FBC
1303
Fairfield, Bush & Co
Connecticut
$294K +$10.5K +200 +4%
CC
1304
Cannell & Co
New York
$294K +$9.44K +180 +3%
BFG
1305
Berger Financial Group
Minnesota
$293K +$279K +5,316 New
FCC
1306
Flower City Capital
New York
$292K
IIC
1307
Ironwood Investment Counsel
Arizona
$291K -$4.19K -80 -1%
SFP
1308
Strategic Financial Partners
Oregon
$291K +$278K +5,296 New
AWP
1309
Accretive Wealth Partners
New Jersey
$290K
TT
1310
TI-Trust
Illinois
$289K
LWM
1311
Lodestone Wealth Management
Washington
$288K -$3.35K -64 -1%
BWL
1312
Bogart Wealth LLC
Virginia
$288K -$49.7K -948 -15%
SAM
1313
Summit Asset Management
Tennessee
$287K +$17.8K +340 +7%
RIM
1314
Rockbridge Investment Management
New York
$286K +$15.1K +288 +6%
FFA
1315
Founders Financial Alliance
North Carolina
$285K +$138K +2,628 +103%
HS
1316
Horan Securities
United States
$284K -$15.3K -292 -5%
BCMLT
1317
Beacon Capital Management LLC (Tennessee)
Tennessee
$283K +$46.6K +888 +21%
AIMC
1318
Alley Investment Management Company
Illinois
$283K -$21.8K -416 -7%
HW
1319
Hamilton Wealth
California
$281K -$47.8K -912 -15%
VAF
1320
Values Added Financial
District of Columbia
$281K +$267K +5,100 New
IDA
1321
Intelligence Driven Advisers
California
$279K +$2.31K +44 +0.9%
CCA
1322
Cora Capital Advisors
New Jersey
$279K +$210 +4 +0.1%
CWS
1323
Confluence Wealth Services
Pennsylvania
$278K
SW
1324
SkyOak Wealth
Michigan
$278K
CFC
1325
Coyle Financial Counsel
Illinois
$278K

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.