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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
PFG
351
PAX Financial Group
Texas
$5.49M +$3.88M +71,756 +181%
AMG
352
Asset Management Group
Connecticut
$5.49M +$8K +148 +0.1%
GRP
353
Global Retirement Partners
California
$5.48M -$438K -8,112 -7%
PFGIA
354
Patriot Financial Group Insurance Agency
Massachusetts
$5.45M +$783K +14,484 +15%
MAC
355
Mason & Associates (California)
California
$5.45M +$5.97M +110,576 New
CFO
356
Custos Family Office
Texas
$5.43M +$377K +6,972 +7%
RE
357
RBC Europe
United Kingdom
$5.43M
FF
358
Financial Futures
New Jersey
$5.41M +$53K +980 +0.9%
4FG
359
4Thought Financial Group
New York
$5.4M +$1.33M +24,676 +29%
APA
360
American Portfolios Advisors
New York
$5.37M -$266K -4,916 -4%
CWS
361
Cypress Wealth Services
California
$5.36M -$291K -5,388 -5%
AC
362
Anson Capital
Georgia
$5.36M +$135K +2,496 +2%
CAG
363
Crestwood Advisors Group
Massachusetts
$5.33M +$66.1K +1,224 +1%
SIM
364
Stratos Investment Management
Ohio
$5.31M +$317K +5,872 +6%
EVM
365
Eaton Vance Management
Massachusetts
$5.3M +$72.8K +1,348 +1%
FB
366
First Bancorp
Maine
$5.28M +$10.4K +192 +0.2%
HHRDM
367
H&H Retirement Design & Management
Nevada
$5.26M -$219K -4,044 -4%
MWM
368
MY Wealth Management
Maryland
$5.21M +$16K +296 +0.3%
OCM
369
One Capital Management
California
$5.2M +$46.7K +864 +0.8%
OIA
370
OneDigital Investment Advisors
Kansas
$5.17M +$258K +4,768 +5%
NF
371
Nikulski Financial
Iowa
$5.17M +$73.5K +1,360 +1%
TWM
372
TriaGen Wealth Management
California
$5.15M +$225K +4,160 +4%
BC
373
Brio Consultants
California
$5.11M -$10.3M -191,168 -65%
BC
374
Bartlett & Co
Ohio
$5.08M +$544K +10,076 +11%
BCWM
375
Bartlett & Co Wealth Management
Ohio
$5.08M +$544K +10,076 +11%

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.