We are live on ! Find out more
VO icon

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
AMG
351
Asset Management Group
Connecticut
$5.26M +$24.2K +464 +0.4%
NWM
352
Northcape Wealth Management
New York
$5.25M -$149K -2,852 -2%
EGWAG
353
Elwood & Goetz Wealth Advisory Group
Georgia
$5.2M +$631K +12,068 +12%
PFS
354
Prospera Financial Services
Texas
$5.2M -$49.8K -952 -0.9%
CWS
355
Cypress Wealth Services
California
$5.17M -$61.2K -1,172 -1%
APA
356
American Portfolios Advisors
New York
$5.16M +$44.1K +844 +0.8%
CB
357
Commerce Bank
Missouri
$5.16M +$1.15M +21,932 +25%
FF
358
Financial Futures
New Jersey
$5.13M -$35.5K -680 -0.6%
BCP
359
Berkeley Capital Partners
Georgia
$5.12M +$390K +7,456 +7%
CA
360
Crane Advisory
California
$5.08M +$5.62M +107,464 New
BRWA
361
B. Riley Wealth Advisors
Florida
$5.08M +$3.41M +65,296 +153%
IAN
362
Integrated Advisors Network
Texas
$5.05M +$1.06M +20,264 +23%
CAG
363
Crestwood Advisors Group
Massachusetts
$5.04M -$43.1K -824 -0.8%
OCM
364
One Capital Management
California
$5.04M +$93.9K +1,796 +2%
NF
365
Nikulski Financial
Iowa
$5.01M +$80.3K +1,536 +1%
SIM
366
Stratos Investment Management
Ohio
$4.99M -$90.1K -1,724 -2%
BWS
367
Buck Wealth Strategies
Colorado
$4.95M +$4.97M +95,032 New
PP
368
PDS Planning
Ohio
$4.91M +$162K +3,100 +3%
OIA
369
OneDigital Investment Advisors
Kansas
$4.88M -$65.8K -1,260 -1%
H
370
HoyleCohen
California
$4.84M +$621K +11,892 +13%
CFD
371
Creative Financial Designs
Indiana
$4.8M +$413K +7,904 +8%
EFS
372
Essex Financial Services
Connecticut
$4.8M -$1.16M -22,124 -18%
RA
373
RFG Advisory
Alabama
$4.72M +$2.11M +40,372 +77%
TWA
374
Tillar-Wenstrup Advisors
Ohio
$4.72M +$50.8K +972 +1%
BC
375
Bartlett & Co
Ohio
$4.71M -$154K -2,956 -3%

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.