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Vanguard Mid-Cap ETF

1,499 hedge funds and large institutions have $30.2B invested in Vanguard Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 703 increasing their positions, 470 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $5.49M

50% more repeat investments, than reductions

Existing positions increased: 703 | Existing positions reduced: 470

7% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 75

2% more capital invested

Capital invested by funds: $29.5B → $30.2B (+$690M)

1% less funds holding in top 10

Funds holding in top 10: 179178 (-1)

1% less funds holding

Funds holding: 1,5181,499 (-19)

2.34% less ownership

Funds ownership: 253.22%250.88% (-2.3%)

Holders
1,499
Holders Change
-19
Holders Change %
-1.25%
% of All Funds
25.82%
Holding in Top 10
178
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.56%
% of All Funds
3.07%
New
80
Increased
703
Reduced
470
Closed
75
Calls
$19.4M
Puts
$5.49M
Net Calls
+$13.9M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
226
Twele Capital Management
Minnesota
$9.07M +$66.7K +1,276 +0.7%
MWM
227
Marietta Wealth Management
Georgia
$9.01M +$2.79M +53,296 +38%
MFGP
228
Marshall Financial Group (Pennsylvania)
Pennsylvania
$8.96M +$820K +15,688 +9%
CSIA
229
Conrad Siegel Investment Advisors
Pennsylvania
$8.91M +$3.12M +59,772 +46%
TFP
230
TrueWealth Financial Partners
Washington
$8.91M +$415K +7,940 +4%
AF
231
Advisornet Financial
Minnesota
$8.9M +$332K +6,356 +3%
RWI
232
Red Wave Investments
Pennsylvania
$8.79M +$36.2K +692 +0.4%
GWM
233
GDS Wealth Management
Texas
$8.79M +$788K +15,080 +9%
ASI
234
Advisory Services & Investments
Oregon
$8.78M +$2.74M +52,460 +39%
LCWP
235
Legacy Capital Wealth Partners
Arkansas
$8.75M +$69.2K +1,324 +0.7%
FNC
236
First National Corp
Massachusetts
$8.74M +$283K +5,408 +3%
AW
237
Avion Wealth
Texas
$8.69M -$66.1K -1,264 -0.7%
BONH
238
Bank of New Hampshire
New Hampshire
$8.68M -$46.4K -888 -0.5%
NIM
239
Northeast Investment Management
Massachusetts
$8.67M +$1.94M +37,164 +25%
SC
240
Stephens Consulting
Michigan
$8.66M +$513K +9,824 +6%
WF
241
Whelan Financial
California
$8.66M +$1.16M +22,244 +14%
HWM
242
Horizons Wealth Management
North Carolina
$8.61M -$23.8K -456 -0.2%
HFW
243
Horizon Family Wealth
Illinois
$8.59M +$36.2K +692 +0.4%
CRC
244
Curi RMB Capital
Illinois
$8.58M -$9.82K -188 -0.1%
CIC
245
Carnegie Investment Counsel
Ohio
$8.54M +$656K +12,556 +7%
DL
246
DOHJ LLC
Washington
$8.45M -$403K -7,712 -4%
WFM
247
Wolff Financial Management
Michigan
$8.43M +$188K +3,596 +2%
DAS
248
Dynamic Advisor Solutions
Arizona
$8.4M +$341K +6,520 +4%
BWM
249
Baystate Wealth Management
Massachusetts
$8.36M -$1.12M -21,352 -11%
UBV
250
United Bank (Virginia)
Virginia
$8.36M -$121K -2,312 -1%

VO Hedge Fund Activity: Q3 2022 in Review

1,499 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2022, worth a combined $30.2B — up 2.3% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VO positions and 75 closed out — a net gain of 5 holders — while 703 added to existing stakes and 470 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $68.4M. The largest seller was Bank of America, cutting an estimated $212M.

  • 1,499 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2022, down from 1,518 in Q2 2022.
  • Funds reported $30.2B of Vanguard Mid-Cap ETF stock for Q3 2022, up 2.3% quarter-over-quarter.
  • 80 funds opened new Vanguard Mid-Cap ETF positions in Q3 2022 and 75 closed out, a net change of +5 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2022 was Goldman Sachs, an estimated $68.4M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2022 was Bank of America, an estimated $212M sold.

Based on aggregated 13F filings for Q3 2022.