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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
CAL
1376
Capital Advisors Ltd
Ohio
$246K
BMM
1377
Buffington Mohr McNeal
Idaho
$246K
TBWA
1378
Three Bridge Wealth Advisors
California
$245K
TCM
1379
Tradewinds Capital Management
Washington
$245K +$839 +16 +0.4%
CHJWM
1380
Carlton Hofferkamp & Jenks Wealth Management
Texas
$245K +$231K +4,412 New
WJA
1381
Willis Johnson & Associates
Texas
$245K -$128K -2,436 -35%
MCM
1382
Morton Capital Management
California
$245K
CT
1383
Columbia Trust
Oregon
$245K +$233K +4,444 New
CFG
1384
Cooper Financial Group
California
$245K +$5.03K +96 +2%
RCG
1385
Resource Consulting Group
Florida
$242K
WPC
1386
Waters Parkerson & Co
Louisiana
$242K
FA
1387
FC Advisory
Pennsylvania
$241K +$210 +4 +0.1%
FAT
1388
First American Trust
California
$241K -$29.6K -564 -11%
HIA
1389
HTG Investment Advisors
Connecticut
$241K
FWM
1390
Fairhaven Wealth Management
Illinois
$241K +$229K +4,372 New
GWS
1391
Glassman Wealth Services
Virginia
$240K +$629 +12 +0.3%
TPW
1392
Transatlantique Private Wealth
New York
$238K
CCM
1393
Crew Capital Management
Ohio
$238K -$71.1K -1,356 -24%
STCOSD
1394
Sageworth Trust Company of South Dakota
South Dakota
$238K
GKWIM
1395
Gerber Kawasaki Wealth & Investment Management
California
$237K -$11.7K -224 -5%
IWMA
1396
Ironwood Wealth Management (Arizona)
Arizona
$236K -$2.73K -52 -1%
CA
1397
Claro Advisors
Massachusetts
$235K -$93.1K -1,776 -29%
DP
1398
Dearborn Partners
Illinois
$232K +$5.24K +100 +2%
CAAM
1399
Cornerstone Advisors Asset Management
Pennsylvania
$231K +$220K +4,204 New
GT
1400
Greenleaf Trust
Michigan
$230K -$4.82K -92 -2%

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.