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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
FCT
1351
First Community Trust
Iowa
$260K
GIA
1352
GHP Investment Advisors
Colorado
$260K -$6.29K -120 -2%
BAM
1353
Byrne Asset Management
New Jersey
$260K -$33.8K -644 -12%
FWI
1354
Facet Wealth Inc
Maryland
$260K +$242K +4,624 New
BCM
1355
Becker Capital Management
Oregon
$260K
BWA
1356
Bordeaux Wealth Advisors
California
$260K
WTA
1357
Washington Trust Advisors
Massachusetts
$258K +$201K +3,836 +450%
SWP
1358
Strategic Wealth Partners
Ohio
$258K +$9.65K +184 +4%
IAG
1359
Investment Advisory Group
Massachusetts
$257K +$245K +4,672 New
SIAG
1360
Safeguard Investment Advisory Group
California
$257K -$210 -4 -0.1%
TWM
1361
Tolleson Wealth Management
Texas
$256K
CSIC
1362
Clifford Swan Investment Counsel
California
$255K +$629 +12 +0.3%
AA
1363
Argent Advisors
Louisiana
$255K +$8.39K +160 +4%
PWA
1364
Physician Wealth Advisors
Utah
$255K +$1.68K +32 +0.7%
SDH
1365
Sloy Dahl & Holst
Washington
$253K +$241K +4,604 New
CC
1366
Cadinha & Co
Hawaii
$253K
VAS
1367
Vestmark Advisory Solutions
Massachusetts
$253K +$41.1K +784 +21%
PP
1368
Prosperity Planning
Missouri
$251K
BC
1369
Burney Company
Virginia
$251K -$83K -1,584 -26%
CSC
1370
Caldwell Sutter Capital
California
$251K +$169K +3,224 +242%
TA
1371
Tactive Advisors
Florida
$250K +$238K +4,548 New
GEA
1372
Glen Eagle Advisors
New Jersey
$250K -$4.19K -80 -2%
PAM
1373
Private Asset Management
California
$250K -$31.7K -604 -12%
TBNY
1374
Trustco Bank (New York)
New York
$248K +$236K +4,508 New
MA
1375
MKT Advisors
California
$248K -$29.8K -568 -11%

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.