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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
JMPWA
26
JP Morgan Private Wealth Advisors
California
$124M -$903K -16,716 -0.7%
PAG
27
Private Advisor Group
New Jersey
$120M -$19.5M -360,356 -13%
FCI
28
Financial Counselors Inc
Kansas
$116M +$11.3M +209,672 +10%
MRC
29
Millburn Ridgefield Corp
New York
$116M +$30M +554,696 +31%
CCA
30
Catalyst Capital Advisors
New York
$116M +$30M +554,868 +31%
1832 Asset Management
31
1832 Asset Management
Ontario, Canada
$113M +$32.9M +608,700 +36%
Stifel Financial
32
Stifel Financial
Missouri
$111M +$590K +10,912 +0.5%
Truist Financial
33
Truist Financial
North Carolina
$110M -$4.12M -76,212 -3%
Mariner
34
Mariner
Kansas
$99M +$40M +740,352 +58%
AF
35
Allworth Financial
California
$97M +$1.77M +32,772 +2%
BPA
36
Beacon Pointe Advisors
California
$96.5M -$60.6M -1,122,412 -36%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95.8M +$16.6M +306,524 +19%
WANY
38
Wealthspire Advisors (New York)
New York
$93.7M +$4.63M +85,712 +5%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$90.4M +$4.84M +89,544 +5%
Goldman Sachs
40
Goldman Sachs
New York
$87.6M -$1.48M -27,356 -2%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$82.3M +$6.37M +117,864 +8%
CIAS
42
CBIZ Investment Advisory Services
Ohio
$80.5M +$88.3M +1,634,376 New
CFB
43
Cullen/Frost Bankers
Texas
$75.2M +$1.67M +30,912 +2%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$72.5M +$12.3M +228,228 +18%
LFG
45
Larson Financial Group
Missouri
$69.6M +$3.15M +58,268 +4%
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$68.2M +$5.16M +95,580 +7%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$67.9M +$2.49M +46,008 +3%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$64.8M +$5.45M +100,900 +8%
HighTower Advisors
49
HighTower Advisors
Illinois
$62.2M +$866K +16,020 +1%
PFO
50
Pathstone Family Office
New Jersey
$60.8M -$270K -5,004 -0.4%

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.