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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
CWM
1676
Congress Wealth Management
Massachusetts
-$382K -7,236 Closed
TL
1677
Tradewinds LLC
North Carolina
-$375K -7,108 Closed
SAM
1678
Silvercrest Asset Management
New York
-$370K -7,016 Closed
IAP
1679
Indie Asset Partners
Indiana
-$318K -6,040 Closed
SAM
1680
Strategy Asset Managers
California
-$316K -5,996 Closed
MPI
1681
Mairs & Power Inc
Minnesota
-$314K -5,964 Closed
TA
1682
TKG Advisors
Indiana
-$295K -5,596 Closed
CFP
1683
Catalyst Financial Partners
Massachusetts
-$291K -5,512 Closed
APA
1684
Astoria Portfolio Advisors
New York
-$287K -5,508 Closed
LSIA
1685
LaSalle St. Investment Advisors
Illinois
-$282K -5,352 Closed
PFT
1686
Providence First Trust
Arizona
-$278K -5,280 Closed
EBT
1687
Enterprise Bank & Trust
Massachusetts
-$262K -4,968 Closed
RSWM
1688
Robertson Stephens Wealth Management
California
-$250K -4,748 Closed
HH
1689
Hilltop Holdings
Texas
-$249K -4,728 Closed
PWA
1690
Providence Wealth Advisors
Illinois
-$249K -4,720 Closed
CIA
1691
Choate Investment Advisors
Massachusetts
-$243K -4,600 Closed
JWM
1692
JGP Wealth Management
Oregon
-$241K -4,564 Closed
GA
1693
Greenspring Advisors
Maryland
-$232K -4,392 Closed
JWBC
1694
J.W. Burns & Co
New York
-$229K -4,336 Closed
PAMG
1695
Patton Albertson Miller Group
Tennessee
-$229K -4,336 Closed
WCP
1696
Wick Capital Partners
Pennsylvania
-$217K -4,120 Closed
CCM
1697
Coerente Capital Management
Ontario, Canada
-$211K -4,000 Closed
PGIM
1698
Pacific Global Investment Management
California
-$210K -3,980 Closed
HIS
1699
Horizon Investment Services
Indiana
-$205K -3,892 Closed
HI
1700
Harper Investing
California
-$203K -3,852 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.