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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
BFS
376
Bradley Foster & Sargent
Connecticut
$5.08M -$43.2K -800 -0.8%
AWA
377
Arkadios Wealth Advisors
Georgia
$5.07M -$160K -2,960 -3%
BCP
378
Berkeley Capital Partners
Georgia
$5M +$777K +14,376 +17%
PP
379
PDS Planning
Ohio
$5M +$732K +13,544 +15%
Fiera Capital (Canada)
380
Fiera Capital (Canada)
Quebec, Canada
$4.96M -$434K -8,024 -7%
RIS
381
Retirement Income Solutions
Michigan
$4.95M +$2.03M +37,616 +60%
TPCW
382
TD Private Client Wealth
New York
$4.93M +$426K +7,888 +9%
MA
383
Mutual Advisors
Nebraska
$4.91M -$228K -4,224 -4%
TWA
384
Tillar-Wenstrup Advisors
Ohio
$4.9M +$145K +2,692 +3%
AAM
385
Autus Asset Management
Arizona
$4.86M -$383K -7,096 -7%
EGWAG
386
Elwood & Goetz Wealth Advisory Group
Georgia
$4.86M +$2.79M +51,564 +110%
Carson Wealth (CWM LLC)
387
Carson Wealth (CWM LLC)
Nebraska
$4.84M -$131K -2,432 -2%
CANC
388
Culbertson A N & Co
Virginia
$4.82M +$1.08K +20 +0%
SFG
389
Sage Financial Group
Pennsylvania
$4.81M +$799K +14,788 +18%
CTA
390
Chesley Taft & Associates
Illinois
$4.8M -$10.8K -200 -0.2%
MHS
391
M Holdings Securities
Oregon
$4.8M -$1.01M -18,684 -16%
YWS
392
Yarger Wealth Strategies
Ohio
$4.8M +$2.37M +43,776 +86%
GC
393
Gibson Capital
Pennsylvania
$4.77M -$331K -6,120 -6%
PPW
394
Parcion Private Wealth
Washington
$4.71M +$3.11M +57,536 +171%
BJL
395
Brighton Jones LLC
Washington
$4.71M -$203K -3,760 -4%
FMC
396
First Merchants Corp
Indiana
$4.66M +$21.6K +400 +0.4%
TCBWMS
397
Texas Capital Bank Wealth Management Services
Texas
$4.65M +$118K +2,184 +2%
CFD
398
Creative Financial Designs
Indiana
$4.64M +$3.89M +71,920 +323%
GIA
399
Gladstone Institutional Advisory
Florida
$4.63M +$182K +3,372 +4%
ACP
400
Aveo Capital Partners
Colorado
$4.62M -$364K -6,728 -7%

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.