We are live on ! Find out more
VO icon

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
IWP
1576
IAG Wealth Partners
Wisconsin
$31.3K +$1.68K +32 +6%
BCM
1577
Blume Capital Management
California
$30.6K
RFA
1578
Register Financial Advisors
Georgia
$28.8K
AC
1579
Asio Capital
Kentucky
$28.6K
Kayne Anderson Rudnick Investment Management
1580
Kayne Anderson Rudnick Investment Management
California
$27.7K -$142K -2,712 -84%
CCA
1581
Column Capital Advisors
Indiana
$26.6K
RMC
1582
Resources Management Corp
Connecticut
$26K -$7.76K -148 -24%
CMP
1583
Coston McIsaac & Partners
Maine
$26K
CB
1584
CNB Bank
Pennsylvania
$26K
NCM
1585
Northwest Capital Management
Oregon
$25.1K +$23.9K +456 New
SIS
1586
Sound Income Strategies
Florida
$24.4K +$20.8K +396 +825%
FFA
1587
Fairfield Financial Advisors
Massachusetts
$24K
CCM
1588
Copeland Capital Management
Pennsylvania
$23.6K -$1.47K -28 -6%
PGAM
1589
Princeton Global Asset Management
New Jersey
$23.1K
FAM
1590
Family Asset Management
South Carolina
$22.5K +$21.4K +408 New
AIA
1591
Armor Investment Advisors
North Carolina
$22K
HWM
1592
HighMark Wealth Management
Minnesota
$22K +$21K +400 New
EK
1593
Evensky & Katz
Florida
$22K
AAG
1594
Armstrong Advisory Group
Massachusetts
$21.1K
KM
1595
Kalos Management
Georgia
$20.7K
AWM
1596
AllSquare Wealth Management
New York
$20.5K
AP
1597
Atwood & Palmer
Missouri
$18.7K
FCA
1598
FinTrust Capital Advisors
South Carolina
$18.3K
ASBI
1599
American State Bank (Iowa)
Iowa
$18.3K
DAC
1600
Dividend Assets Capital
South Carolina
$18K

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.