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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
MWM
276
McNaughton Wealth Management
California
$7.67M +$242K +4,484 +3%
VFP
277
Verus Financial Partners
Virginia
$7.62M -$98.6K -1,824 -1%
WFAG
278
Wescott Financial Advisory Group
Pennsylvania
$7.62M +$72K +1,332 +0.9%
RWIA
279
Roger Wittlin Investment Advisory
California
$7.6M -$4.74M -87,744 -36%
EWA
280
Exencial Wealth Advisors
Oklahoma
$7.43M +$321K +5,944 +4%
DADC
281
D.A. Davidson & Co
Montana
$7.38M -$30.3K -560 -0.4%
UFA
282
US Financial Advisors
Massachusetts
$7.35M +$191K +3,528 +2%
RWM
283
RKL Wealth Management
Pennsylvania
$7.34M -$14K -260 -0.2%
IHWM
284
Iron Horse Wealth Management
Iowa
$7.34M +$857K +15,868 +12%
NIM
285
Northeast Investment Management
Massachusetts
$7.25M +$1.97M +36,432 +33%
TA
286
TruWealth Advisors
Louisiana
$7.25M +$395K +7,304 +5%
JFA
287
JNBA Financial Advisors
Minnesota
$7.23M -$261K -4,836 -3%
SAM
288
Silverhawk Asset Management
Arizona
$7.17M -$25.7K -476 -0.3%
WFPG
289
Waller Financial Planning Group
Ohio
$7.16M +$480K +8,884 +7%
QIM
290
Quest Investment Management
Oregon
$7.15M +$553K +10,232 +8%
RPC
291
Rossmore Private Capital
Connecticut
$7.13M +$574K +10,620 +8%
CP
292
Capital Planning
Washington
$7.09M +$2.38K +44 +0%
ASN
293
Advisory Services Network
Georgia
$7.08M +$493K +9,128 +7%
MCM
294
Maryland Capital Management
Maryland
$7.05M -$1.64M -30,340 -17%
MG
295
Mather Group
Illinois
$7.01M +$4.5M +83,204 +140%
BFAG
296
Blackston Financial Advisory Group
Florida
$6.99M +$635K +11,752 +9%
SPIA
297
Steward Partners Investment Advisory
New York
$6.97M -$462K -8,544 -6%
OC
298
Oppenheimer & Co
New York
$6.94M +$225K +4,172 +3%
FNFDCM
299
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.93M +$91.9K +1,700 +1%
IA
300
IFP Advisors
Florida
$6.92M

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.