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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
FFS
176
Founders Financial Securities
Maryland
$16.2M +$2.26M +43,020 +17%
PFA
177
Pathway Financial Advisors
Vermont
$16.2M +$83.7K +1,596 +0.5%
HI
178
Horizon Investments
North Carolina
$15.9M +$2.51M +47,808 +20%
BAM
179
Berkshire Asset Management
Pennsylvania
$15.8M -$108K -2,060 -0.7%
LNC
180
Lincoln National Corp
Pennsylvania
$15.7M +$475K +9,056 +3%
SI
181
Stephens Inc
Arkansas
$15.7M -$131K -2,500 -0.9%
AllianceBernstein
182
AllianceBernstein
Tennessee
$15.6M -$246K -4,692 -2%
EWA
183
Exencial Wealth Advisors
Oklahoma
$15.5M +$5.26M +100,368 +55%
HIMC
184
Heritage Investors Management Corp
Maryland
$15.4M +$154K +2,932 +1%
WIC
185
Whitegate Investment Counselors
New Hampshire
$15.3M +$32.5K +620 +0.2%
FHA
186
First Horizon Advisors
Tennessee
$15.2M -$540K -10,304 -4%
NIM
187
Northeast Investment Management
Massachusetts
$14.9M +$364K +6,936 +3%
BWM
188
BerganKDV Wealth Management
Minnesota
$14.9M +$868K +16,552 +7%
NRI
189
NFP Retirement Inc
California
$14.7M +$965K +18,404 +7%
PRA
190
Pine Ridge Advisers
New York
$14.6M +$42.6K +812 +0.3%
SIC
191
Salem Investment Counselors
North Carolina
$14.5M +$294K +5,616 +2%
BP
192
Ballentine Partners
Massachusetts
$14.5M +$414K +7,900 +3%
PA
193
Parallel Advisors
California
$14.4M +$10.9K +208 +0.1%
TCM
194
Twele Capital Management
Minnesota
$14.4M +$2.68M +51,216 +24%
MWM
195
Marietta Wealth Management
Georgia
$14.3M +$743K +14,168 +6%
TFO
196
Tarbox Family Office
California
$14.3M -$515K -9,832 -4%
NFG
197
Nations Financial Group
Iowa
$14.2M +$238K +4,544 +2%
SRC
198
Sage Rhino Capital
California
$14M +$197K +3,764 +2%
PFPT
199
Pinnacle Financial Partners (Tennessee)
Tennessee
$13.8M +$286K +5,456 +2%
PWLP
200
Prio Wealth Limited Partnership
Massachusetts
$13.7M +$756K +14,424 +6%

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.