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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
LIM
1326
Lathrop Investment Management
Arkansas
$277K
EW
1327
Element Wealth
Mississippi
$276K +$210 +4 +0.1%
WPP
1328
Whalerock Point Partners
Rhode Island
$276K
MIG
1329
McGuire Investment Group
Rhode Island
$276K -$167K -3,180 -39%
CPG
1330
Cornerstone Planning Group
New Jersey
$276K +$263K +5,008 New
EWM
1331
Endurance Wealth Management
Rhode Island
$275K
LSPW
1332
Lake Street Private Wealth
Illinois
$275K -$6.5K -124 -2%
WAM
1333
WealthTrust Asset Management
Florida
$274K -$34.2K -652 -12%
MPPLM
1334
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$274K
DJYG
1335
David J. Yvars Group
Florida
$274K
CWM
1336
Cedar Wealth Management
California
$273K -$9.86K -188 -4%
MSAM
1337
Moloney Securities Asset Management
Missouri
$273K +$260K +4,968 New
WFA
1338
WMG Financial Advisors
Tennessee
$272K -$13.8K -264 -5%
KOMWMG
1339
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$272K +$629 +12 +0.2%
CWA
1340
Canvas Wealth Advisors
Kansas
$272K -$726K -13,844 -74%
PCMC
1341
Private Capital Management (Colorado)
Colorado
$271K +$210 +4 +0.1%
YIA
1342
YHB Investment Advisors
Connecticut
$270K
TCWM
1343
Total Clarity Wealth Management
Illinois
$268K -$38.4K -732 -13%
FCH
1344
Freestone Capital Holdings
Washington
$266K -$198K -3,772 -44%
HR
1345
Hardy Reed
Mississippi
$265K -$4.47M -85,360 -95%
HP
1346
HT Partners
Connecticut
$265K
ACM
1347
Allred Capital Management
Texas
$264K -$3.77K -72 -1%
LFASL
1348
Lugano Financial Advisors SA (LFA)
Switzerland
$264K +$252K +4,800 New
CG
1349
Corundum Group
Colorado
$262K
WF
1350
Wayfinding Financial
Washington
$262K -$191K -3,652 -44%

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.