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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
TSS
1426
Two Sigma Securities
New York
$214K -$13.8K -264 -6%
SBF
1427
Sara-Bay Financial
Florida
$213K +$203K +3,868 New
CFAM
1428
Coury Firm Asset Management
Pennsylvania
$212K +$629 +12 +0.3%
JCM
1429
Janney Capital Management
Pennsylvania
$212K
JIP
1430
Jaffetilchin Investment Partners
Florida
$211K -$1.47K -28 -0.7%
KFI
1431
Key Financial Inc
Pennsylvania
$211K +$33.3K +636 +20%
AWAG
1432
ARS Wealth Advisors Group
Florida
$210K +$1.47K +28 +0.7%
RWA
1433
Roberts Wealth Advisors
California
$210K +$200K +3,824 New
TAM
1434
Tocqueville Asset Management
New York
$210K +$210 +4 +0.1%
ZB
1435
Zions Bancorporation
Utah
$209K
FWP
1436
Falcon Wealth Planning
California
$209K +$199K +3,800 New
PMFA
1437
Plante Moran Financial Advisors
Michigan
$208K +$10.3K +196 +5%
OWA
1438
One Wealth Advisors
California
$207K +$197K +3,760 New
CWM
1439
C2C Wealth Management
Arizona
$207K +$191K +3,648 New
LCM
1440
Lazari Capital Management
California
$206K +$196K +3,748 New
Citadel Advisors
1441
Citadel Advisors
Florida
$206K -$599K -11,428 -75%
GWA
1442
Geometric Wealth Advisors
District of Columbia
$206K +$192K +3,660 New
MAM
1443
McLean Asset Management
Virginia
$206K +$196K +3,736 New
CMP
1444
Courage Miller Partners
Virginia
$205K +$196K +3,732 New
CCA
1445
Cobblestone Capital Advisors
New York
$205K -$5.24K -100 -3%
VF
1446
VitalStone Financial
Texas
$203K
AFG
1447
ABLE Financial Group
Arizona
$203K -$497K -9,484 -72%
SL
1448
Sentry LLC
Tennessee
$203K +$193K +3,680 New
Barclays
1449
Barclays
United Kingdom
$202K
FFP
1450
FourThought Financial Partners
Florida
$202K +$192K +3,664 New

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.