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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
RGF
451
Retirement Guys Formula
Ohio
$3.63M +$176K +3,252 +5%
GJIC
452
Gamble Jones Investment Counsel
California
$3.63M +$625K +11,564 +19%
HWA
453
Hilltop Wealth Advisors
North Carolina
$3.61M -$25.9K -480 -0.7%
BG
454
Benedetti & Gucer
Georgia
$3.6M +$106K +1,964 +3%
VCP
455
Verus Capital Partners
Arizona
$3.59M +$318K +5,888 +9%
MWM
456
MorganRosel Wealth Management
Colorado
$3.59M +$521K +9,640 +15%
FFN
457
Focus Financial Network
Minnesota
$3.58M -$42.1K -780 -1%
ST
458
Spinnaker Trust
Maine
$3.57M +$3.67K +68 +0.1%
SAM
459
S.A. Mason
Michigan
$3.56M -$12.8K -236 -0.3%
NEAM
460
New England Asset Management
Connecticut
$3.56M
HCM
461
Hall Capital Management
Rhode Island
$3.53M +$266K +4,920 +7%
MFA
462
Mayflower Financial Advisors
Massachusetts
$3.52M -$30.3K -560 -0.8%
WAP
463
Wealthcare Advisory Partners
Pennsylvania
$3.51M +$1.32M +24,464 +52%
MWA
464
Meridian Wealth Advisors
Texas
$3.51M -$875K -16,192 -19%
EIG
465
Ellenbecker Investment Group
Wisconsin
$3.5M -$22.7K -420 -0.6%
CIP
466
Capital Insight Partners
Arizona
$3.49M +$287K +5,320 +8%
E
467
Ergoteles
New York
$3.48M +$3.82M +70,640 New
PAS
468
Park Avenue Securities
New York
$3.47M -$596K -11,024 -14%
JWBC
469
John W. Brooker & Co
California
$3.45M +$38.5K +712 +1%
CWM
470
Capital Wealth Management
Rhode Island
$3.42M +$803K +14,860 +27%
FFA
471
First Foundation Advisors
California
$3.39M +$326K +6,036 +10%
SW
472
SVB Wealth
Massachusetts
$3.36M -$1.61M -29,740 -30%
MF
473
Meridian Financial
Massachusetts
$3.36M +$234K +4,340 +7%
LWA
474
LWS Wealth Advisors
New Jersey
$3.35M -$156K -2,896 -4%
GG
475
Gleason Group
Kentucky
$3.33M +$231K +4,268 +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.