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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
BDF
326
Black Diamond Financial
Maryland
$6.22M +$205K +3,792 +3%
BFS
327
Beacon Financial Strategies
North Carolina
$6.22M +$363K +6,716 +6%
EWM
328
Evermay Wealth Management
Virginia
$6.2M +$447K +8,276 +7%
WP
329
WMS Partners
Maryland
$6.18M -$95.1K -1,760 -1%
SLT
330
St Louis Trust
Missouri
$6.18M +$285K +5,268 +4%
GWM
331
Gray Wealth Management
Maine
$6.12M -$25.5K -472 -0.4%
EFS
332
Essex Financial Services
Connecticut
$6.12M +$78.9K +1,460 +1%
AWM
333
Aries Wealth Management
Maine
$6.1M +$6.19M +114,636 +1,233%
JRFS
334
James Reed Financial Services
Ohio
$6.04M +$57.5K +1,064 +0.9%
JWCA
335
J.W. Cole Advisors
Florida
$6.01M +$1.47M +27,120 +29%
BWA
336
BDO Wealth Advisors
Florida
$6M +$2.59K +48 +0%
SF
337
Summit Financial
New Jersey
$5.95M +$103K +1,912 +2%
Victory Capital Management
338
Victory Capital Management
Texas
$5.92M
HPWM
339
Highland Private Wealth Management
Washington
$5.91M +$153K +2,824 +2%
SHGA
340
Sand Hill Global Advisors
California
$5.91M +$436K +8,064 +7%
CAM
341
Cozad Asset Management
Illinois
$5.9M -$192K -3,552 -3%
1WM
342
1900 Wealth Management
Texas
$5.81M +$52.1K +964 +0.8%
BSW
343
Buckingham Strategic Wealth
Missouri
$5.66M +$1.09M +20,244 +21%
LIA
344
LBMC Investment Advisors
Tennessee
$5.66M -$32.4K -600 -0.5%
HR
345
Howe & Rusling
New York
$5.64M +$440K +8,152 +8%
NWM
346
Northcape Wealth Management
New York
$5.64M +$805K +14,896 +15%
GL
347
Graypoint LLC
New York
$5.58M -$592K -10,956 -9%
FMP
348
Financial Management Professionals
Texas
$5.58M +$304K +5,632 +5%
SRC
349
Shufro Rose & Co
New York
$5.51M +$222K +4,104 +4%
PFS
350
Prospera Financial Services
Texas
$5.49M -$71.3K -1,320 -1%

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.