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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
TYCC
301
Texas Yale Capital Corp
Florida
$6.91M +$443K +8,208 +6%
AI
302
Atria Investments
North Carolina
$6.91M +$945K +17,488 +14%
WPC
303
Wedmont Private Capital
Pennsylvania
$6.89M +$2.21M +40,848 +41%
MIAN
304
Mariner Independent Advisor Network
Kansas
$6.88M +$523K +9,684 +8%
MNG
305
Manning & Napier Group
New York
$6.88M
MWM
306
Marietta Wealth Management
Georgia
$6.82M +$128K +2,364 +2%
TCM
307
TD Capital Management
Tennessee
$6.8M -$50.4K -932 -0.7%
SC
308
Sierra Capital
Florida
$6.8M +$23.3K +432 +0.3%
SMC
309
Smith, Moore & Co
Missouri
$6.74M -$82.6K -1,528 -1%
TWP
310
Transparent Wealth Partners
Arkansas
$6.67M +$6.57M +121,672 +887%
BP
311
BBR Partners
New York
$6.66M -$1.41M -26,032 -16%
PRA
312
Pine Ridge Advisers
New York
$6.64M
SC
313
Steph & Co
Wisconsin
$6.64M +$2.48M +45,920 +52%
MCM
314
MAI Capital Management
Ohio
$6.63M +$126K +2,336 +2%
KeyBank National Association
315
KeyBank National Association
Ohio
$6.63M -$229K -4,244 -3%
ASI
316
Advisory Services & Investments
Oregon
$6.62M +$7.26M +134,416 New
SBL
317
Sargent Bickham Lagudis
Colorado
$6.59M -$13K -240 -0.2%
HL
318
HeadInvest LLC
Maine
$6.53M -$432 -8 -0%
BFWA
319
Benchmark Financial Wealth Advisors
Florida
$6.51M -$1.08M -20,012 -13%
AFS
320
Annapolis Financial Services
Maryland
$6.48M +$242K +4,480 +4%
RIG
321
Roosevelt Investment Group
New York
$6.42M -$15.6K -288 -0.2%
CSIA
322
Conrad Siegel Investment Advisors
Pennsylvania
$6.39M -$1.69M -31,280 -19%
SHWM
323
Smith & Howard Wealth Management
Georgia
$6.39M +$1.15M +21,272 +20%
SG
324
StoneX Group
New York
$6.31M -$452K -8,364 -6%
CT
325
Caldwell Trust
Florida
$6.26M -$59.6K -1,104 -0.9%

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.