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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
PCG
1451
Prosperity Consulting Group
Maryland
$201K +$192K +3,656 New
CAG
1452
Csenge Advisory Group
Florida
$201K +$191K +3,652 New
Bank of Nova Scotia
1453
Bank of Nova Scotia
Ontario, Canada
$200K +$190K +3,632 New
BlackRock
1454
BlackRock
New York
$196K -$8.81K -168 -4%
WIM
1455
Westside Investment Management
California
$195K +$7.34K +140 +4%
NSIM
1456
North Star Investment Management
Illinois
$195K
PCA
1457
Providence Capital Advisors
North Carolina
$194K +$127K +2,420 +220%
CSWM
1458
Cassady Schiller Wealth Management
Ohio
$193K +$36.5K +696 +25%
C
1459
Covestor
United Kingdom
$192K +$8.81K +168 +5%
TWM
1460
Tradition Wealth Management
Minnesota
$189K +$210 +4 +0.1%
IFAM
1461
Institutional & Family Asset Management
Colorado
$188K
EDRH
1462
Edmond de Rothschild Holding
Switzerland
$188K
TC
1463
Trust Company
Kansas
$186K
APW
1464
Acima Private Wealth
Virginia
$179K
MM
1465
Main Management
California
$178K +$73K +1,392 +76%
CYG
1466
Clean Yield Group
Vermont
$178K
TWC
1467
TD Waterhouse Canada
Ontario, Canada
$177K -$73K -1,392 -33%
BAM
1468
Bosun Asset Management
Illinois
$176K +$168K +3,200 New
CMBA
1469
C.M. Bidwell & Associates
Hawaii
$176K
SN
1470
Sittner & Nelson
Oregon
$161K +$4.82K +92 +3%
IGWM
1471
ICA Group Wealth Management
Colorado
$160K +$19.1K +364 +14%
AIC
1472
Archer Investment Corporation
Indiana
$159K +$6.5K +124 +4%
TSWM
1473
Tyler-Stone Wealth Management
Ohio
$157K +$150K +2,860 New
HC
1474
Hoese & Co
Minnesota
$154K
GWSG
1475
GPS Wealth Strategies Group
Colorado
$150K +$419 +8 +0.3%

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.