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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
NA
1651
Nordwand Advisors
Pennsylvania
$1.1K
MIM
1652
Macroview Investment Management
Maryland
$663 +$629 +12 New
SVCP
1653
Silicon Valley Capital Partners
California
$478 -$4.4K -84 -91%
VOYA Investment Management
1654
VOYA Investment Management
Georgia
-$34.9M -661,512 Closed
WFM
1655
Wolff Financial Management
Michigan
-$17.9M -339,372 Closed
SPP
1656
Single Point Partners
Massachusetts
-$17.2M -325,632 Closed
MCC
1657
Money Concepts Capital
Florida
-$329K -173,476 Closed
HFRG
1658
Houlihan Financial Resource Group
Virginia
-$7.55M -143,244 Closed
T
1659
TCWP
Ohio
-$2.91M -55,268 Closed
CWA
1660
CM Wealth Advisors
Ohio
-$2.04M -39,992 Closed
JE
1661
JMAC Enterprises
Pennsylvania
-$2.01M -38,136 Closed
GAM
1662
Grandview Asset Management
Pennsylvania
-$1.87M -35,444 Closed
BIP
1663
Blue Investment Partners
California
-$1.84M -34,904 Closed
KF
1664
Krilogy Financial
Missouri
-$1.67M -31,732 Closed
UWM
1665
USAdvisors Wealth Management
Minnesota
-$1.51M -28,580 Closed
CAGAS
1666
Capital Advisory Group Advisory Services
Minnesota
-$1.43M -27,096 Closed
Susquehanna International Group
1667
Susquehanna International Group
Pennsylvania
-$1.35M -25,804 Closed
SCI
1668
Stableford Capital II
Arizona
-$1.12M -22,004 Closed
LWMNY
1669
Landmark Wealth Management (New York)
New York
-$1.05M -19,940 Closed
FA
1670
Fermata Advisors
California
-$917K -17,392 Closed
PCM
1671
Penn Capital Management
Pennsylvania
-$847K -16,072 Closed
BWCS
1672
Beirne Wealth Consulting Services
Connecticut
-$677K -12,836 Closed
IA
1673
IFG Advisory
Georgia
-$533K -10,104 Closed
LB
1674
Leo Brokerage
Texas
-$471K -8,932 Closed
CWM
1675
Chicago Wealth Management
Illinois
-$404K -7,660 Closed

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.