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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
GWM
1626
Grand Wealth Management
Michigan
$8.02K +$7.55K +144 New
HMS
1627
Hanseatic Management Services
New Mexico
$8K
KFS
1628
Kelly Financial Services
Massachusetts
$7.72K -$21.8K -416 -75%
TFA
1629
Transamerica Financial Advisors
Florida
$7K
RFG
1630
RFP Financial Group
Georgia
$6.63K +$6.29K +120 New
PA
1631
PSI Advisors
Florida
$6.3K
CBT
1632
Central Bank & Trust
Kentucky
$5.94K -$1.26K -24 -18%
TWD
1633
True Wealth Design
Ohio
$5.5K
CFS
1634
CGC Financial Services
Oregon
$5.5K +$5.24K +100 New
BWP
1635
Baldwin Wealth Partners
Massachusetts
$5.06K
EL
1636
EMFO LLC
Florida
$4.84K
TRCT
1637
Tower Research Capital (TRC)
New York
$4.62K -$2.26M -43,176 -100%
ICM
1638
Intrepid Capital Management
Florida
$4.18K +$3.98K +76 New
MCM
1639
MV Capital Management
Maryland
$3.96K
NC
1640
NewSquare Capital
Pennsylvania
$3.74K +$3.56K +68 New
AA
1641
AlphaMark Advisors
Kentucky
$3K
APC
1642
Aspire Private Capital
North Carolina
$2.86K
CWA
1643
Carolina Wealth Advisors
South Carolina
$2.64K +$2.52K +48 New
AIA
1644
Arcadia Investment Advisors
Idaho
$2.42K
MHR
1645
Matthew Hamilton Rosenberg
$2.2K
WBC
1646
West Branch Capital
Massachusetts
$2.2K
EARNEST Partners
1647
EARNEST Partners
Georgia
$2.2K +$2.1K +40 New
BEI
1648
Benjamin Edwards Inc
Missouri
$2K +$2.31K +44 New
VCM
1649
Viewpoint Capital Management
Washington
$1.98K
WWP
1650
WR Wealth Planners
Missouri
$1.54K

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.