Vanguard Mid-Cap ETF
1,616 hedge funds and large institutions have $32.4B invested in Vanguard Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 696 increasing their positions, 583 reducing their positions, and 57 closing their positions.
81% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 57
19% more repeat investments, than reductions
Existing positions increased: 696 | Existing positions reduced: 583
11% more call options, than puts
Call options by funds: $19.3M | Put options by funds: $17.4M
0% less funds holding
Funds holding: 1,618 → 1,616 (-2)
5% less capital invested
Capital invested by funds: $34.1B → $32.4B (-$1.66B)
1.57% less ownership
Funds ownership: 255.16% → 253.59% (-1.6%)
2% less funds holding in top 10
Funds holding in top 10: 201 → 197 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$89.6M |
| 2 |
FCB
First Command Bank
Fort Worth,
Texas
|
+$87.4M |
| 3 |
FCFS
First Command Financial Services
Fort Worth,
Texas
|
+$87.4M |
| 4 |
CIAS
CBIZ Investment Advisory Services
Independence,
Ohio
|
+$83.8M |
| 5 |
Bank of New York Mellon
New York
|
+$51.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$351M |
| 2 |
Morgan Stanley
New York
|
-$109M |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$62.3M |
| 4 |
BlackRock
New York
|
-$39.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$35.3M |
VO Hedge Fund Activity: Q1 2023 in Review
1,616 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2023, worth a combined $32.4B — down 4.9% from $34.1B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new VO positions and 57 closed out — a net gain of 46 holders — while 696 added to existing stakes and 583 trimmed.
The largest buyer was Simplicity Solutions, adding an estimated $89.6M. The largest seller was JP Morgan Chase, cutting an estimated $351M.
- 1,616 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2023, down from 1,618 in Q4 2022.
- Funds reported $32.4B of Vanguard Mid-Cap ETF stock for Q1 2023, down 4.9% quarter-over-quarter.
- 103 funds opened new Vanguard Mid-Cap ETF positions in Q1 2023 and 57 closed out, a net change of +46 holders.
- The largest Vanguard Mid-Cap ETF buyer in Q1 2023 was Simplicity Solutions, an estimated $89.6M added.
- The largest Vanguard Mid-Cap ETF seller in Q1 2023 was JP Morgan Chase, an estimated $351M sold.
Based on aggregated 13F filings for Q1 2023.