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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
Lido Advisors
201
Lido Advisors
California
$13.6M +$4M +76,264 +45%
IB
202
Intrust Bank
Kansas
$13.5M -$393K -7,496 -3%
CB
203
Cadence Bank
Mississippi
$13.5M +$419 +8 +0%
NAMP
204
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$13.4M -$152K -2,900 -1%
BWFA
205
Baltimore-Washington Financial Advisors
Maryland
$13.1M -$2.04M -38,888 -14%
CS
206
Comerica Securities
Michigan
$13.1M -$117K -2,236 -0.9%
HNB
207
Huntington National Bank
Ohio
$13M
SC
208
Sierra Capital
Florida
$12.8M +$1.25M +23,776 +11%
AWM
209
AAF Wealth Management
Massachusetts
$12.8M +$367K +7,000 +3%
TA
210
Tectonic Advisors
Texas
$12.8M +$946K +18,040 +8%
GVAG
211
Great Valley Advisor Group
Delaware
$12.7M -$18.5K -352 -0.2%
BF
212
BOK Financial
Oklahoma
$12.7M -$178K -3,404 -1%
SWP
213
Stratos Wealth Partners
Ohio
$12.6M +$2.2M +41,896 +22%
FMWA
214
Forvis Mazars Wealth Advisors
Missouri
$12.6M -$1.38M -26,252 -10%
AFS
215
Annapolis Financial Services
Maryland
$12.6M +$1.36M +25,896 +13%
ASI
216
Advisory Services & Investments
Oregon
$12.5M +$1.1M +20,968 +10%
CSIA
217
Conrad Siegel Investment Advisors
Pennsylvania
$12.5M +$977K +18,632 +9%
AA
218
AJ Advisors
Tennessee
$12.5M +$299K +5,708 +3%
GWM
219
GDS Wealth Management
Texas
$12.3M +$516K +9,836 +5%
AC
220
Abbrea Capital
California
$12.2M +$688K +13,132 +6%
BFEC
221
Benjamin F. Edwards & Company
Missouri
$12.1M +$546K +10,424 +5%
MFGP
222
Marshall Financial Group (Pennsylvania)
Pennsylvania
$11.9M +$385K +7,336 +3%
TFP
223
TrueWealth Financial Partners
Washington
$11.9M +$133K +2,540 +1%
FOFP
224
Fee-Only Financial Planning
South Carolina
$11.8M -$91.6K -1,748 -0.8%
MA
225
Montag & Associates
Georgia
$11.8M -$78.2K -1,492 -0.7%

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.