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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
OHWP
1601
Oak Harbor Wealth Partners
North Carolina
$17.8K
MAWA
1602
Moss Adams Wealth Advisors
Washington
$17.6K -$1.47K -28 -8%
TC
1603
Truvestments Capital
Florida
$17K
GWSA
1604
Global Wealth Strategies & Associates
Colorado
$17K +$419 +8 +3%
Russell Investments Group
1605
Russell Investments Group
United Kingdom
$17K +$16.1K +308 New
SFC
1606
SYM Financial Corp
Indiana
$15.4K
TAM
1607
Tucker Asset Management
Colorado
$14.5K -$3.15K -60 -19%
SIC
1608
SJS Investment Consulting
Ohio
$13.9K +$2.73K +52 +26%
EAM
1609
Eukles Asset Management
Ohio
$13.2K +$12.6K +240 New
PPWM
1610
PFG Private Wealth Management
Florida
$12.1K
HFS
1611
HBC Financial Services
Washington
$12K +$24.5K +468 New
RTC
1612
Riverview Trust Company
Washington
$11.7K -$1.05K -20 -9%
MBFW
1613
Morton Brown Family Wealth
Pennsylvania
$11.7K +$11.1K +212 New
WAM
1614
WFA Asset Management
Wisconsin
$11.4K
CMA
1615
Cedar Mountain Advisors
Oregon
$11.2K
IRAG
1616
Investment Research & Advisory Group
Georgia
$11.2K
FWM
1617
Focused Wealth Management
New York
$11K
HCP
1618
Hexagon Capital Partners
Arkansas
$11K
HCM
1619
Highlander Capital Management
New Jersey
$11K
AIP
1620
Ameritas Investment Partners
Nebraska
$10.5K
GA
1621
GoalVest Advisory
New York
$10.1K +$9.65K +184 New
RAM
1622
Riggs Asset Management
Pennsylvania
$8.81K
VWM
1623
Valley Wealth Managers
New Jersey
$8.81K
RDFA
1624
Ritter Daniher Financial Advisory
Ohio
$8.59K +$8.18K +156 New
OLVIG
1625
Oliver Lagore Vanvalin Investment Group
Michigan
$8.59K +$8.18K +156 New

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.