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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
GTAM
1476
Global Trust Asset Management
Florida
$149K +$32.5K +620 +30%
SWM
1477
Sugarloaf Wealth Management
Georgia
$148K +$629 +12 +0.4%
MFA
1478
Morling Financial Advisors
California
$143K +$210 +4 +0.2%
RA
1479
Rise Advisors
New York
$143K +$419 +8 +0.3%
FFA
1480
Farther Finance Advisors
California
$140K -$215K -4,092 -62%
BAAM
1481
Baker Avenue Asset Management
California
$139K -$16.1K -308 -11%
RLIM
1482
Red Lighthouse Investment Management
New York
$137K
TH
1483
TCTC Holdings
Texas
$136K
CWM
1484
Compass Wealth Management
Connecticut
$135K
BC
1485
Barrett & Company
Rhode Island
$133K +$47.2K +900 +59%
IF
1486
Integrity Financial
Wyoming
$127K +$6.92K +132 +6%
FPFS
1487
First Personal Financial Services
North Carolina
$125K
JWA
1488
JFS Wealth Advisors
Pennsylvania
$124K +$64.4K +1,228 +119%
PAIM
1489
Punch & Associates Investment Management
Minnesota
$123K
PP
1490
Pacifica Partners
Canada
$121K +$1.05K +20 +0.9%
CB
1491
Community Bank
New York
$121K
IAIM
1492
Industrial Alliance Investment Management
Quebec, Canada
$120K -$77.8K -1,484 -40%
VWM
1493
Venturi Wealth Management
Texas
$119K -$108K -2,056 -49%
SC
1494
Solstein Capital
California
$118K
LB
1495
Legacy Bridge
Iowa
$118K
LWANC
1496
Laurel Wealth Advisors (North Carolina)
North Carolina
$116K
GM
1497
GeoWealth Management
Illinois
$116K +$35.2K +672 +46%
NRG
1498
Nemes Rush Group
Michigan
$115K +$110K +2,092 New
PP
1499
PrairieView Partners
Minnesota
$114K
CPA
1500
Cardiff Park Advisors
California
$112K -$21.8K -416 -17%

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.