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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
BCWM
376
Bartlett & Co Wealth Management
Ohio
$4.71M -$154K -2,956 -3%
SFG
377
Sage Financial Group
Pennsylvania
$4.7M +$113K +2,168 +2%
SG
378
StoneX Group
New York
$4.69M -$1.48M -28,336 -22%
RTS
379
Round Table Services
New Jersey
$4.69M +$2.54M +48,608 +95%
RIS
380
Retirement Income Solutions
Michigan
$4.68M -$96.8K -1,852 -2%
AAM
381
Autus Asset Management
Arizona
$4.65M +$15.3K +292 +0.3%
CG
382
Colony Group
Massachusetts
$4.65M +$1.17M +22,356 +29%
BJL
383
Brighton Jones LLC
Washington
$4.65M +$171K +3,268 +3%
GRP
384
Global Retirement Partners
California
$4.61M -$1.09M -20,908 -19%
ACP
385
Aveo Capital Partners
Colorado
$4.6M +$214K +4,092 +4%
CTA
386
Chesley Taft & Associates
Illinois
$4.6M +$17.8K +340 +0.3%
CANC
387
Culbertson A N & Co
Virginia
$4.52M -$84.7K -1,620 -2%
CSPIA
388
Cary Street Partners Investment Advisory
Virginia
$4.51M +$218K +4,168 +5%
MA
389
Mutual Advisors
Nebraska
$4.51M -$198K -3,792 -4%
WF
390
Warner Financial
Maryland
$4.49M +$408K +7,812 +9%
GC
391
Gibson Capital
Pennsylvania
$4.48M -$78K -1,492 -2%
PPW
392
Parcion Private Wealth
Washington
$4.46M +$199K +3,800 +4%
FMC
393
First Merchants Corp
Indiana
$4.44M -$5.23K -100 -0.1%
HI
394
Harbour Investments
Wisconsin
$4.44M
AC
395
Anson Capital
Georgia
$4.43M -$760K -14,548 -13%
SW
396
SVB Wealth
Massachusetts
$4.39M +$1.32M +25,164 +37%
CA
397
Continuum Advisory
Idaho
$4.38M +$410K +7,848 +9%
JIC
398
Johnson Investment Counsel
Ohio
$4.35M +$148K +2,836 +3%
CTA
399
Colonial Trust Advisors
South Carolina
$4.35M +$171K +3,276 +4%
9WM
400
9258 Wealth Management
Ohio
$4.32M +$2.25M +43,124 +88%

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.