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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
RRA
151
Round Rock Advisors
Connecticut
$20.2M +$234K +4,464 +1%
ATPW
152
Ashton Thomas Private Wealth
Arizona
$19.7M +$1.65M +31,540 +10%
AWE
153
Avidian Wealth Enterprises
Texas
$19.6M +$4.07M +77,548 +28%
SFS
154
Searcy Financial Services
Kansas
$19.5M +$190K +3,628 +1%
Northern Trust
155
Northern Trust
Illinois
$19.5M +$885K +16,888 +5%
AWS
156
AJ Wealth Strategies
New York
$19.4M -$934K -17,808 -5%
LL
157
LWMG LLC
Minnesota
$19.3M +$929K +17,712 +5%
MM
158
Meridian Management
Arkansas
$19.1M +$140K +2,680 +0.8%
WTC
159
WhitTier Trust Company
Nevada
$18.8M
ANTB
160
AMG National Trust Bank
Colorado
$18.8M -$494K -9,420 -3%
KPWG
161
KFA Private Wealth Group
Virginia
$18.7M +$196K +3,748 +1%
PMG
162
ProVise Management Group
Florida
$18.7M +$213K +4,068 +1%
William Blair & Company
163
William Blair & Company
Illinois
$18.7M +$1.26M +23,972 +8%
IWC
164
Integrated Wealth Concepts
Massachusetts
$18.7M +$4.86M +92,740 +38%
SCM
165
SOL Capital Management
Maryland
$18.5M +$65K +1,240 +0.4%
WCWM
166
Wooster Corthell Wealth Management
Connecticut
$18.2M +$242K +4,624 +1%
AFA
167
American Financial Advisors
Georgia
$18.2M +$15.6M +298,076 +937%
PWM
168
Praetorian Wealth Management
California
$17.7M +$609K +11,608 +4%
RJT
169
Raymond James Trust
Florida
$17.5M +$1.45M +27,684 +10%
PIMG
170
Patriot Investment Management Group
Tennessee
$17.5M -$9.65K -184 -0.1%
FI
171
FIDELIS iM
Oregon
$17.3M +$228K +4,344 +1%
SAM
172
SP Asset Management
California
$17.1M +$1.01M +19,340 +7%
WB
173
WesBanco Bank
West Virginia
$17.1M +$580K +11,060 +4%
GT
174
Glenview Trust
Kentucky
$16.7M +$455K +8,676 +3%
CCM
175
Condor Capital Management
New Jersey
$16.5M +$147K +2,800 +0.9%

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.