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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
WAS
1551
Winch Advisory Services
Wisconsin
$48K +$210 +4 +0.5%
PP
1552
PFS Partners
New Jersey
$47.9K -$7.55K -144 -14%
WFA
1553
WestHill Financial Advisors
California
$46.5K
FCG
1554
Financial Connections Group
California
$45K
USB
1555
Union Savings Bank
Connecticut
$44.7K +$41.1K +784 New
OP
1556
ORG Partners
Indiana
$44.5K +$41.9K +800 New
DWA
1557
Dougherty Wealth Advisers
Minnesota
$44K
EA
1558
Evolution Advisers
Virginia
$44K
NIC
1559
Northwest Investment Counselors
Oregon
$42.3K
IIL
1560
Insight Inv LLC
California
$42.1K
FCAG
1561
First Capital Advisors Group
New Jersey
$41.4K +$210 +4 +0.5%
HDIM
1562
Hanson & Doremus Investment Management
Vermont
$41K
MA
1563
MCF Advisors
Kentucky
$40.7K +$11.7K +224 +43%
BA
1564
Ballast Advisors
Minnesota
$39.8K
HF
1565
Halpern Financial
Virginia
$39.6K
SIS
1566
Strategic Investment Solutions
Illinois
$38.9K +$2.1K +40 +6%
CFO
1567
CVA Family Office
Colorado
$36.8K -$13K -248 -27%
GAG
1568
Goodman Advisory Group
Massachusetts
$36.3K
MIM
1569
MTM Investment Management
South Carolina
$36.3K
AWM
1570
Abound Wealth Management
Tennessee
$35.9K +$7.13K +136 +26%
CBT
1571
CoreFirst Bank & Trust
Kansas
$35.2K
HBW
1572
Hazlett, Burt & Watson
West Virginia
$34K +$8.6K +164 +35%
TIM
1573
Tortoise Investment Management
New York
$33.2K
AP
1574
Arlington Partners
Alabama
$33K
CNBTD
1575
Citizens National Bank Trust Department
Mississippi
$32.6K

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.