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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
NWM
1701
Northwest Wealth Management
Iowa
-$203K -3,844 Closed
WIP
1702
WealthCare Investment Partners
Rhode Island
-$203K -3,844 Closed
PCM
1703
Pointe Capital Management
Michigan
-$165K -3,136 Closed
MFG
1704
Monumental Financial Group
Maryland
-$114K -2,164 Closed
RCM
1705
Raleigh Capital Management
North Carolina
-$66.5K -1,260 Closed
CIA
1706
Cascade Investment Advisors
Oregon
-$53.9K -1,024 Closed
OSNBOA
1707
Old Second National Bank of Aurora
Illinois
-$39.4K -748 Closed
OCM
1708
Orion Capital Management
California
-$30.2K -572 Closed
AWM
1709
Aberdeen Wealth Management
Illinois
-$28.1K -532 Closed
RFA
1710
Resurgent Financial Advisors
Georgia
-$26.2K -496 Closed
M1FG
1711
Mach-1 Financial Group
Arkansas
-$9.91M -188 Closed
NECFA
1712
New England Capital Financial Advisors
Connecticut
-$7.62K -144 Closed
CAM
1713
Costello Asset Management
Pennsylvania
-$5.91K -112 Closed
HCM
1714
Hollencrest Capital Management
California
-$3.8K -72 Closed
LCOV
1715
London Company of Virginia
Virginia
-$1.69K -32 Closed
NSG
1716
Nalls Sherbakoff Group
Tennessee
-$830 -16 Closed
BNP Paribas Financial Markets
1717
BNP Paribas Financial Markets
France
-$633 -12 Closed
BA
1718
Bellwether Advisors
Nebraska
-$421 -8 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.