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Vanguard Mid-Cap ETF

1,573 hedge funds and large institutions have $34.2B invested in Vanguard Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 722 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 722 | Existing positions reduced: 456

15% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 110

4% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $11.7M

0% less funds holding

Funds holding: 1,5781,573 (-5)

3% less capital invested

Capital invested by funds: $35.5B → $34.2B (-$1.23B)

1.49% less ownership

Funds ownership: 251.66%250.17% (-1.5%)

3% less funds holding in top 10

Funds holding in top 10: 187182 (-5)

Holders
1,573
Holders Change
-5
Holders Change %
-0.32%
% of All Funds
24.81%
Holding in Top 10
182
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.67%
% of All Funds
2.87%
New
126
Increased
722
Reduced
456
Closed
110
Calls
$12.1M
Puts
$11.7M
Net Calls
+$411K
Net Calls Change
-$8.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
426
Park Avenue Securities
New York
$4.84M +$86.4K +1,472 +2%
EWA
427
Encompass Wealth Advisors
Oregon
$4.84M +$723K +12,328 +18%
CWMU
428
Caliber Wealth Management (Utah)
Utah
$4.84M +$891K +15,184 +23%
MWA
429
MFA Wealth Advisors
Pennsylvania
$4.83M +$2.03M +34,560 +74%
HPWM
430
High Pines Wealth Management
Massachusetts
$4.79M +$49.5K +844 +1%
MFIMFI
431
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.78M
PCFFS
432
Pacific Center for Financial Services
California
$4.74M -$31.9K -544 -0.7%
FSA
433
Financial Sense Advisors
California
$4.74M +$4.68M +79,712 New
ZCM
434
Ziegler Capital Management
Illinois
$4.72M +$14.3K +244 +0.3%
JIC
435
Johnson Investment Counsel
Ohio
$4.71M +$142K +2,420 +3%
Franklin Resources
436
Franklin Resources
California
$4.68M -$66.9K -1,140 -1%
SCP
437
Shorepoint Capital Partners
Massachusetts
$4.66M +$417K +7,112 +10%
TCWA
438
Ten Capital Wealth Advisors
Washington
$4.64M +$1.36M +23,196 +42%
MA
439
MAS Advisors
Florida
$4.63M -$53.7K -916 -1%
LC
440
Lindbrook Capital
California
$4.6M +$211K +3,600 +5%
EWM
441
Echo Wealth Management
Minnesota
$4.59M +$342K +5,828 +8%
IAN
442
Integrated Advisors Network
Texas
$4.54M +$401K +6,840 +10%
ACM
443
Armbruster Capital Management
New York
$4.54M -$41.1K -700 -0.9%
FUBT
444
First United Bank & Trust
Maryland
$4.46M -$436K -7,432 -9%
FSWA
445
Financial Synergies Wealth Advisors
Texas
$4.43M +$34.3K +584 +0.8%
LIG
446
Lokken Investment Group
Delaware
$4.41M -$703K -11,988 -13%
HWA
447
Hilltop Wealth Advisors
North Carolina
$4.39M -$573K -9,760 -12%
ECA
448
Elevated Capital Advisors
Utah
$4.38M +$4.32M +73,704 New
FFN
449
Focus Financial Network
Minnesota
$4.37M +$3.93M +66,980 +1,019%
BRWM
450
B. Riley Wealth Management
Tennessee
$4.32M -$56.6K -964 -1%

VO Hedge Fund Activity: Q1 2022 in Review

1,573 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2022, worth a combined $34.2B — down 3.5% from $35.5B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new VO positions and 110 closed out — a net gain of 16 holders — while 722 added to existing stakes and 456 trimmed.

The largest buyer was Wells Fargo, adding an estimated $591M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $606M.

  • 1,573 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2022, down from 1,578 in Q4 2021.
  • Funds reported $34.2B of Vanguard Mid-Cap ETF stock for Q1 2022, down 3.5% quarter-over-quarter.
  • 126 funds opened new Vanguard Mid-Cap ETF positions in Q1 2022 and 110 closed out, a net change of +16 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q1 2022 was Wells Fargo, an estimated $591M added.
  • The largest Vanguard Mid-Cap ETF seller in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $606M sold.

Based on aggregated 13F filings for Q1 2022.