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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
Wells Fargo
1
Wells Fargo
California
$5.23B -$1.24B -23,672,636 -20%
Bank of America
2
Bank of America
North Carolina
$3.22B +$34.9M +665,000 +1%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.14B +$781M +14,904,552 +62%
Creative Planning
4
Creative Planning
Kansas
$1.82B +$43M +821,080 +3%
Morgan Stanley
5
Morgan Stanley
New York
$1.44B +$47.6M +908,104 +4%
UBS Group
6
UBS Group
Switzerland
$1.27B -$21.4M -407,564 -2%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$1.02B +$34.2M +652,204 +4%
RJA
8
Raymond James & Associates
Florida
$798M +$24.2M +462,352 +3%
Ameriprise
9
Ameriprise
Minnesota
$735M +$8.89M +169,656 +1%
LPL Financial
10
LPL Financial
California
$586M +$68.8M +1,313,120 +14%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$570M -$7.77M -148,204 -1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$521M +$35.3M +672,940 +8%
JP Morgan Chase
13
JP Morgan Chase
New York
$487M +$19.4M +369,692 +4%
TF
14
TIAA FSB
Florida
$485M -$23.9M -454,976 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$449M -$1.19M -22,652 -0.3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$432M +$50.5M +963,252 +14%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$307M +$6.72M +128,200 +2%
JFG
18
JMG Financial Group
Illinois
$262M +$9.77M +186,320 +4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$252M +$7.75M +147,916 +3%
BTCPP
20
Border to Coast Pensions Partnership
United Kingdom
$250M +$21M +400,000 +10%
AF
21
Allworth Financial
California
$236M +$89.5M +1,707,132 +66%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$235M +$17.9M +341,216 +9%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$227M +$23.9M +456,272 +12%
Mariner
24
Mariner
Kansas
$187M +$13.6M +259,660 +8%
MRC
25
Millburn Ridgefield Corp
New York
$183M -$609K -11,608 -0.3%

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.