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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
TWM
301
TriaGen Wealth Management
California
$6.49M +$1.75M +33,492 +32%
MNG
302
Manning & Napier Group
New York
$6.47M
RFM
303
Royal Fund Management
Florida
$6.43M -$1.11M -21,156 -13%
VA
304
Valmark Advisers
Ohio
$6.4M -$1.44M -27,528 -17%
HL
305
HeadInvest LLC
Maine
$6.4M +$190K +3,640 +3%
ASN
306
Advisory Services Network
Georgia
$6.38M -$410K -7,840 -5%
TWP
307
Transparent Wealth Partners
Arkansas
$6.37M +$7.32K +140 +0.1%
WPC
308
Wedmont Private Capital
Pennsylvania
$6.37M -$232K -4,444 -3%
LBC
309
Lowe Brockenbrough & Co
Virginia
$6.35M -$1.39M -26,612 -16%
KeyBank National Association
310
KeyBank National Association
Ohio
$6.35M +$27K +516 +0.4%
PRA
311
Pine Ridge Advisers
New York
$6.34M
AWM
312
Aries Wealth Management
Maine
$6.34M +$20.3K +388 +0.3%
BFWA
313
Benchmark Financial Wealth Advisors
Florida
$6.28M +$74.4K +1,424 +1%
NRI
314
NFP Retirement Inc
California
$6.27M +$3.01M +57,660 +76%
SBL
315
Sargent Bickham Lagudis
Colorado
$6.25M -$44.1K -844 -0.6%
RIG
316
Roosevelt Investment Group
New York
$6.24M +$127K +2,428 +2%
EWM
317
Evermay Wealth Management
Virginia
$6.19M +$300K +5,744 +5%
BFS
318
Beacon Financial Strategies
North Carolina
$6.09M +$174K +3,332 +3%
SF
319
Summit Financial
New Jersey
$6.05M +$414K +7,916 +7%
JWCA
320
J.W. Cole Advisors
Florida
$6.04M +$346K +6,620 +5%
CT
321
Caldwell Trust
Florida
$5.97M -$6.69K -128 -0.1%
GWM
322
Gray Wealth Management
Maine
$5.9M +$72.1K +1,380 +1%
JRFS
323
James Reed Financial Services
Ohio
$5.86M +$110K +2,100 +2%
SHGA
324
Sand Hill Global Advisors
California
$5.83M +$215K +4,120 +3%
SRC
325
Shufro Rose & Co
New York
$5.82M +$618K +11,824 +11%

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.