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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
AFS
126
Axiom Financial Strategies
Indiana
$24.2M -$3.61M -68,844 -14%
DJSG
127
D.J. St. Germain
Massachusetts
$23.5M +$22.3M +426,212 New
NAS
128
Nicolet Advisory Services
Wisconsin
$23.4M +$981K +18,712 +5%
AWS
129
Atria Wealth Solutions
New York
$23.3M +$894K +17,052 +4%
CIC
130
Cutler Investment Counsel
Oregon
$23.2M -$256K -4,876 -1%
CFGS
131
Concourse Financial Group Securities
Alabama
$23.1M +$542K +10,336 +3%
GT
132
Glenmede Trust
Pennsylvania
$23M
HWM
133
HB Wealth Management
Georgia
$22.9M +$18.5K +352 +0.1%
WT
134
Whittier Trust
California
$22.9M -$40.3K -768 -0.2%
WIC
135
Woodmont Investment Counsel
Tennessee
$22.9M -$406K -7,744 -2%
ABC
136
Associated Banc-Corp
Wisconsin
$22.8M +$803K +15,316 +4%
CWM
137
Cranbrook Wealth Management
Michigan
$22.7M +$851K +16,224 +4%
AAP
138
Arax Advisory Partners
Colorado
$22.6M +$471K +8,988 +2%
DWM
139
Dechtman Wealth Management
Colorado
$22.6M +$21.5M +410,188 New
DIP
140
DT Investment Partners
Pennsylvania
$21.9M +$482K +9,192 +2%
W
141
Wealthquest
Ohio
$21.7M +$649K +12,380 +3%
AAS
142
Avantax Advisory Services
Texas
$21.5M +$633K +12,080 +3%
MAM
143
Marquette Asset Management
Minnesota
$21.4M +$144K +2,748 +0.7%
CWA
144
Consilio Wealth Advisors
Washington
$21.3M +$6.93M +132,200 +52%
Brown Advisory
145
Brown Advisory
Maryland
$21M +$24.7K +472 +0.1%
SB
146
Simmons Bank
Arkansas
$20.6M -$581K -11,088 -3%
PFA
147
Pure Financial Advisors
California
$20.3M +$12.8K +244 +0.1%
Empower Advisory Group
148
Empower Advisory Group
Colorado
$20.2M -$42.6K -812 -0.2%
FA
149
Fiducient Advisors
Illinois
$20.2M +$389K +7,412 +2%
FSC
150
Full Sail Capital
Oklahoma
$20.2M -$315K -6,004 -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.