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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
AFS
276
Annapolis Financial Services
Maryland
$7.4M +$1.36M +25,948 +20%
MWM
277
McNaughton Wealth Management
California
$7.4M +$89.1K +1,704 +1%
OC
278
Oppenheimer & Co
New York
$7.22M +$665K +12,732 +9%
BWM
279
BCGM Wealth Management
Indiana
$7.16M +$42.9K +820 +0.6%
HFRG
280
Houlihan Financial Resource Group
Virginia
$7.11M +$7.47M +142,984 New
SMC
281
Smith, Moore & Co
Missouri
$7.08M +$725K +13,868 +10%
WFPG
282
Waller Financial Planning Group
Ohio
$7.07M +$263K +5,032 +3%
RWM
283
RKL Wealth Management
Pennsylvania
$7.04M +$43.5K +832 +0.6%
SHWM
284
Smith & Howard Wealth Management
Georgia
$7.02M +$1.03M +19,732 +15%
MCM
285
MAI Capital Management
Ohio
$7M +$743K +14,224 +11%
VFP
286
Verus Financial Partners
Virginia
$6.95M -$157K -3,012 -2%
SPIA
287
Steward Partners Investment Advisory
New York
$6.88M +$256K +4,900 +3%
JFA
288
JNBA Financial Advisors
Minnesota
$6.88M -$23.2K -444 -0.3%
QIM
289
Quest Investment Management
Oregon
$6.82M
MCM
290
Maryland Capital Management
Maryland
$6.78M +$64K +1,224 +0.9%
FB
291
First Bancorp
Maine
$6.78M +$1.94M +37,100 +35%
CP
292
Capital Planning
Washington
$6.78M +$20.7K +396 +0.3%
SC
293
Sierra Capital
Florida
$6.77M +$312K +5,972 +4%
TYCC
294
Texas Yale Capital Corp
Florida
$6.68M +$91.4K +1,748 +1%
RPC
295
Rossmore Private Capital
Connecticut
$6.67M -$145K -2,780 -2%
FNFDCM
296
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.65M +$37.6K +720 +0.5%
MIAN
297
Mariner Independent Advisor Network
Kansas
$6.63M +$205K +3,920 +3%
BFAG
298
Blackston Financial Advisory Group
Florida
$6.59M -$436K -8,344 -6%
HCM
299
Hall Capital Management
Rhode Island
$6.53M +$3.52M +67,312 +94%
TCM
300
TD Capital Management
Tennessee
$6.5M +$7.94K +152 +0.1%

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.