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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
CWMU
401
Caliber Wealth Management (Utah)
Utah
$4.31M +$275K +5,264 +6%
WCFA
402
Walkner Condon Financial Advisors
Wisconsin
$4.28M +$175K +3,348 +4%
MHS
403
M Holdings Securities
Oregon
$4.27M -$345K -6,596 -7%
MWA
404
MFA Wealth Advisors
Pennsylvania
$4.24M +$177K +3,392 +4%
TCBWMS
405
Texas Capital Bank Wealth Management Services
Texas
$4.21M -$249K -4,772 -5%
PCM
406
Parsons Capital Management
Rhode Island
$4.21M +$35.5K +680 +0.8%
MAM
407
Mystic Asset Management
Rhode Island
$4.2M +$332K +6,360 +8%
FPIS
408
Financial Planning & Information Services
Wisconsin
$4.19M +$18.2K +348 +0.4%
BCM
409
Beaumont Capital Management
Massachusetts
$4.18M +$776K +14,840 +20%
TCWA
410
Ten Capital Wealth Advisors
Washington
$4.15M +$260K +4,984 +6%
RC
411
Roundview Capital
New Jersey
$4.13M +$57.9K +1,108 +1%
MWM
412
MY Wealth Management
Maryland
$4.12M -$948K -18,132 -17%
MMPW
413
Mitchell McLeod Pugh & Williams
Alabama
$4.12M +$1.1M +21,016 +32%
DWP
414
Destiny Wealth Partners
Florida
$4.08M -$21.9K -420 -0.5%
ACA
415
Aspire Capital Advisors
Washington
$4.08M -$36K -688 -0.8%
LWAC
416
Laurel Wealth Advisors (California)
California
$4.05M -$217K -4,156 -5%
PLU
417
Performa Ltd (US)
South Carolina
$4M +$1.32M +25,204 +42%
FHA
418
Flagship Harbor Advisors
Massachusetts
$4M +$28.6K +548 +0.6%
SF
419
Synovus Financial
Georgia
$3.98M -$481K -9,208 -10%
GIA
420
Gladstone Institutional Advisory
Florida
$3.92M -$553K -10,580 -11%
NEGWA
421
New England Guild Wealth Advisors
Connecticut
$3.91M -$18.6K -356 -0.4%
BA
422
Bristlecone Advisors
Washington
$3.91M +$175K +3,352 +4%
NL
423
NWAM LLC
Washington
$3.9M -$35.3K -676 -0.8%
RW
424
REDW Wealth
New Mexico
$3.88M -$457K -8,736 -10%
MA
425
MAS Advisors
Florida
$3.85M -$148K -2,824 -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.