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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
BP
326
BBR Partners
New York
$5.78M -$636K -12,168 -9%
1WM
327
1900 Wealth Management
Texas
$5.73M +$208K +3,972 +3%
PFGIA
328
Patriot Financial Group Insurance Agency
Massachusetts
$5.72M +$582K +11,136 +10%
BSW
329
Buckingham Strategic Wealth
Missouri
$5.71M +$344K +6,584 +6%
AI
330
Atria Investments
North Carolina
$5.71M -$984K -18,836 -13%
LIA
331
LBMC Investment Advisors
Tennessee
$5.68M +$307K +5,868 +5%
HR
332
Howe & Rusling
New York
$5.66M +$302K +5,784 +5%
Victory Capital Management
333
Victory Capital Management
Texas
$5.65M
BDF
334
Black Diamond Financial
Maryland
$5.62M -$349K -6,676 -5%
HPWM
335
Highland Private Wealth Management
Washington
$5.62M -$31.6K -604 -0.5%
Franklin Resources
336
Franklin Resources
California
$5.61M +$1.93M +36,836 +45%
CAM
337
Cozad Asset Management
Illinois
$5.61M -$21.9K -420 -0.4%
WP
338
WMS Partners
Maryland
$5.59M -$341K -6,520 -5%
CFO
339
Custos Family Office
Texas
$5.5M +$355K +6,784 +6%
AWA
340
Arkadios Wealth Advisors
Georgia
$5.49M +$724K +13,856 +13%
SC
341
Steph & Co
Wisconsin
$5.47M -$965K -18,472 -14%
MFA
342
McClarren Financial Advisors
Pennsylvania
$5.46M +$5.16M +98,820 +572%
MG
343
Mather Group
Illinois
$5.44M -$1.4M -26,768 -19%
BWA
344
BDO Wealth Advisors
Florida
$5.39M -$374K -7,156 -6%
BFS
345
Bradley Foster & Sargent
Connecticut
$5.35M +$560K +10,724 +10%
FMP
346
Financial Management Professionals
Texas
$5.34M +$16.5K +316 +0.3%
MAC
347
Mason & Associates (California)
California
$5.31M +$129K +2,472 +2%
PFG
348
PAX Financial Group
Texas
$5.3M +$72.3K +1,384 +1%
TPCW
349
TD Private Client Wealth
New York
$5.3M +$661K +12,648 +13%
4FG
350
4Thought Financial Group
New York
$5.27M +$127K +2,436 +2%

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.