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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
MWP
1501
MYCIO Wealth Partners
Pennsylvania
$112K
MLA
1502
MB, Levis & Associates
Pennsylvania
$107K +$419 +8 +0.4%
IFS
1503
Intelligent Financial Strategies
Minnesota
$106K +$419 +8 +0.4%
BIA
1504
Bell Investment Advisors
California
$101K +$210 +4 +0.2%
CG
1505
Cutler Group
California
$99K +$94.4K +1,800 New
GFPC
1506
Global Financial Private Client
Florida
$93.4K
LF
1507
Lee Financial
Texas
$91.8K -$11.1K -212 -11%
CPA
1508
Cowen Prime Advisors
New York
$90.9K
FRA
1509
Front Row Advisors
California
$89K
TF
1510
Tompkins Financial
New York
$85.4K -$328K -6,260 -80%
TFP
1511
Tilia Fiduciary Partners
North Carolina
$83.2K +$210 +4 +0.3%
FA
1512
Faithward Advisors
Pennsylvania
$83K -$53.5K -1,020 -40%
WT
1513
Washington Trust
Rhode Island
$83K
TFA
1514
Toth Financial Advisory
Virginia
$82.8K -$35.9K -684 -31%
BHWM
1515
Beaird Harris Wealth Management
Texas
$82.6K -$5.24K -100 -6%
RG
1516
Retirement Group
California
$82.4K
CIA
1517
Cape Investment Advisory
Georgia
$79K +$14.5K +276 +24%
SS
1518
Sunbelt Securities
Texas
$78.9K +$24.3K +464 +48%
VNIM
1519
Vaughan Nelson Investment Management
Texas
$78K
EBA
1520
Eagle Bay Advisors
New York
$77.9K -$61.2K -1,168 -45%
OA
1521
Operose Advisors
Wisconsin
$76.9K +$58.1K +1,108 +385%
LSA
1522
Lansing Street Advisors
Pennsylvania
$76.2K -$9.65K -184 -12%
BLC
1523
Brown, Lisle/Cummings
Rhode Island
$75.3K +$55.1K +1,052 +333%
KTC
1524
Kistler-Tiffany Companies
Pennsylvania
$74.9K
VC
1525
Vestor Capital
Illinois
$74K

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.