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Vanguard Mid-Cap ETF

1,517 hedge funds and large institutions have $29.5B invested in Vanguard Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 680 increasing their positions, 491 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $3.32M

38% more repeat investments, than reductions

Existing positions increased: 680 | Existing positions reduced: 491

3.06% more ownership

Funds ownership: 250.16%253.22% (+3.1%)

2% less funds holding in top 10

Funds holding in top 10: 182179 (-3)

3% less funds holding

Funds holding: 1,5721,517 (-55)

14% less capital invested

Capital invested by funds: $34.2B → $29.5B (-$4.73B)

28% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 121

Holders
1,517
Holders Change
-55
Holders Change %
-3.5%
% of All Funds
25.56%
Holding in Top 10
179
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.65%
% of All Funds
3.02%
New
87
Increased
680
Reduced
491
Closed
121
Calls
$12.9M
Puts
$3.32M
Net Calls
+$9.57M
Net Calls Change
+$9.15M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
226
Twele Capital Management
Minnesota
$9.44M +$225K +4,168 +2%
IAA
227
Ironsides Asset Advisors
North Carolina
$9.44M -$239K -4,424 -2%
REMPR
228
Roof Eidam Maycock Peralta (REMP)
California
$9.38M -$18.4K -340 -0.2%
IWC
229
Integrated Wealth Concepts
Massachusetts
$9.37M +$3.03M +56,120 +42%
Citigroup
230
Citigroup
New York
$9.25M +$229K +4,244 +2%
DL
231
DOHJ LLC
Washington
$9.24M -$742K -13,736 -7%
BFEC
232
Benjamin F. Edwards & Company
Missouri
$9.19M +$1.12M +20,784 +13%
RWI
233
Red Wave Investments
Pennsylvania
$9.18M -$233K -4,304 -2%
AW
234
Avion Wealth
Texas
$9.17M -$105K -1,944 -1%
BONH
235
Bank of New Hampshire
New Hampshire
$9.14M -$221K -4,096 -2%
LCWP
236
Legacy Capital Wealth Partners
Arkansas
$9.11M +$196K +3,628 +2%
FFS
237
Founders Financial Securities
Maryland
$9.09M -$4.01M -74,132 -29%
AF
238
Advisornet Financial
Minnesota
$9.01M +$145K +2,684 +1%
IB
239
Intrust Bank
Kansas
$9.01M +$9.89M +182,996 New
CRC
240
Curi RMB Capital
Illinois
$9M -$567K -10,488 -5%
HFW
241
Horizon Family Wealth
Illinois
$8.97M +$450K +8,324 +5%
TFP
242
TrueWealth Financial Partners
Washington
$8.94M +$624K +11,556 +7%
AAS
243
Ameritas Advisory Services
Nebraska
$8.91M +$515K +9,528 +6%
FNC
244
First National Corp
Massachusetts
$8.89M +$446K +8,256 +5%
UBV
245
United Bank (Virginia)
Virginia
$8.87M +$391K +7,232 +4%
AAM
246
Ameraudi Asset Management
New York
$8.8M +$571K +10,568 +6%
SCA
247
Sandy Cove Advisors
Massachusetts
$8.79M +$1.05M +19,364 +12%
DY
248
Dowling & Yahnke
California
$8.75M +$1.51M +27,984 +19%
WFM
249
Wolff Financial Management
Michigan
$8.66M +$88.4K +1,636 +0.9%
MFGP
250
Marshall Financial Group (Pennsylvania)
Pennsylvania
$8.62M +$956K +17,692 +11%

VO Hedge Fund Activity: Q2 2022 in Review

1,517 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2022, worth a combined $29.5B — down 14% from $34.2B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of VO and 87 opened new positions — a net loss of 34 holders — while 491 trimmed existing stakes and 680 added.

The largest buyer was Jones Financial Companies, adding an estimated $340M. The largest seller was JP Morgan Chase, cutting an estimated $137M.

  • 1,517 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2022, down from 1,572 in Q1 2022.
  • Funds reported $29.5B of Vanguard Mid-Cap ETF stock for Q2 2022, down 14% quarter-over-quarter.
  • 87 funds opened new Vanguard Mid-Cap ETF positions in Q2 2022 and 121 closed out, a net change of -34 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q2 2022 was Jones Financial Companies, an estimated $340M added.
  • The largest Vanguard Mid-Cap ETF seller in Q2 2022 was JP Morgan Chase, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2022.