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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
CTA
1526
Colonial Trust Advisors
South Carolina
$72K
EWA
1527
EverSource Wealth Advisors
Alabama
$71.8K +$51.6K +984 +308%
WWMSC
1528
Wagner Wealth Management (South Carolina)
South Carolina
$68.7K +$65.4K +1,248 New
CB
1529
Centennial Bank
Arkansas
$68.3K
BL
1530
Balentine LLC
Georgia
$67.1K
FCMT
1531
Founders Capital Management (Texas)
Texas
$66.7K
MFC
1532
Morris Financial Concepts
South Carolina
$65.8K
MCA
1533
Maryland Capital Advisors
Maryland
$65.4K
CWP
1534
Concord Wealth Partners
Virginia
$64.5K +$210 +4 +0.3%
BCM
1535
Birch Capital Management
Texas
$63.8K +$1.47K +28 +2%
GI
1536
Gradient Investments
Minnesota
$63.6K +$13K +248 +27%
FC
1537
Family CFO
California
$62.3K
TF
1538
TimeScale Financial
Massachusetts
$61.7K
AWM
1539
Atticus Wealth Management
Florida
$60.3K +$26.4K +504 +85%
PWM
1540
Provident Wealth Management
Tennessee
$60.1K -$14.3K -272 -20%
2L
1541
25 LLC
Missouri
$57.8K -$31.5K -600 -37%
M
1542
MOTCO
Texas
$57K
BCM
1543
Bourgeon Capital Management
Connecticut
$51.7K +$49.3K +940 New
PCM
1544
Perritt Capital Management
Illinois
$49.5K
DF
1545
DecisionPoint Financial
Arizona
$49.5K +$1.68K +32 +4%
JMF
1546
Johnson Midwest Financial
Iowa
$49.3K
CTWM
1547
Cherry Tree Wealth Management
Minnesota
$48.9K +$46.6K +888 New
BCPWM
1548
Bradley & Co Private Wealth Management
Florida
$48.4K
SCA
1549
Stonebridge Capital Advisors
Minnesota
$48.2K -$2.1K -40 -4%
RPCA
1550
Running Point Capital Advisors
California
$48.2K

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.