We are live on ! Find out more
VO icon

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
SF
401
Synovus Financial
Georgia
$4.62M +$358K +6,620 +8%
CSPIA
402
Cary Street Partners Investment Advisory
Virginia
$4.53M +$2.84M +52,496 +133%
RW
403
REDW Wealth
New Mexico
$4.5M -$91.2K -1,688 -2%
H
404
HoyleCohen
California
$4.49M -$688K -12,736 -12%
LWAC
405
Laurel Wealth Advisors (California)
California
$4.45M -$723K -13,380 -13%
WA
406
Waverly Advisors
Alabama
$4.44M -$4.11K -76 -0.1%
HI
407
Harbour Investments
Wisconsin
$4.44M +$4.87M +90,084 New
JIC
408
Johnson Investment Counsel
Ohio
$4.42M +$574K +10,616 +13%
TA
409
TrueWealth Advisors
Alabama
$4.41M -$2.47M -45,688 -34%
CTA
410
Colonial Trust Advisors
South Carolina
$4.4M -$203K -3,756 -4%
PCM
411
Parsons Capital Management
Rhode Island
$4.38M +$68.3K +1,264 +1%
FPIS
412
Financial Planning & Information Services
Wisconsin
$4.37M -$153K -2,828 -3%
CB
413
Commerce Bank
Missouri
$4.32M +$84.1K +1,556 +2%
WF
414
Warner Financial
Maryland
$4.32M +$171K +3,164 +4%
WCFA
415
Walkner Condon Financial Advisors
Wisconsin
$4.32M +$273K +5,048 +6%
EWM
416
Echo Wealth Management
Minnesota
$4.31M +$306K +5,660 +7%
ACA
417
Aspire Capital Advisors
Washington
$4.3M +$4.72M +87,404 New
DWP
418
Destiny Wealth Partners
Florida
$4.29M +$180K +3,340 +4%
IAN
419
Integrated Advisors Network
Texas
$4.29M +$582K +10,768 +14%
GBT
420
Grove Bank & Trust
Florida
$4.28M +$185K +3,428 +4%
RC
421
Roundview Capital
New Jersey
$4.28M +$196K +3,636 +4%
MWA
422
MFA Wealth Advisors
Pennsylvania
$4.27M +$297K +5,492 +7%
CWMU
423
Caliber Wealth Management (Utah)
Utah
$4.26M +$277K +5,120 +6%
CA
424
Continuum Advisory
Idaho
$4.2M +$861K +15,944 +23%
MA
425
MAS Advisors
Florida
$4.18M +$436K +8,064 +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.