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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
Goldman Sachs
26
Goldman Sachs
New York
$145M +$68.4M +1,308,220 +74%
MRC
27
Millburn Ridgefield Corp
New York
$134M +$25.9M +496,284 +21%
CCA
28
Catalyst Capital Advisors
New York
$134M +$25.9M +496,448 +21%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$121M +$3.37M +64,524 +3%
Mariner
30
Mariner
Kansas
$120M +$28.1M +537,016 +27%
Osaic Holdings
31
Osaic Holdings
Arizona
$118M -$4.24M -81,072 -3%
FCI
32
Financial Counselors Inc
Kansas
$114M +$3.34M +63,860 +3%
PFO
33
Pathstone Family Office
New Jersey
$113M +$60.7M +1,161,168 +94%
Stifel Financial
34
Stifel Financial
Missouri
$112M +$6.77M +129,452 +6%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$110M +$26.7M +511,108 +28%
Truist Financial
36
Truist Financial
North Carolina
$108M +$3.77M +72,084 +3%
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$103M -$5.23M -100,084 -4%
AF
38
Allworth Financial
California
$101M +$9.07M +173,640 +9%
WANY
39
Wealthspire Advisors (New York)
New York
$98.9M +$10.5M +201,404 +11%
BPA
40
Beacon Pointe Advisors
California
$96.2M +$4.57M +87,528 +4%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95.4M +$4.67M +89,456 +5%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$73.2M -$4.68M -89,644 -5%
CFB
43
Cullen/Frost Bankers
Texas
$73M +$1.4M +26,776 +2%
MPWT
44
MassMutual Private Wealth & Trust
Connecticut
$68.2M +$3.45M +66,000 +5%
LFG
45
Larson Financial Group
Missouri
$67.4M +$1.07M +20,556 +1%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$67M +$2.44M +46,620 +3%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$66.2M -$3.32M -63,564 -4%
HighTower Advisors
48
HighTower Advisors
Illinois
$63.3M +$4.41M +84,444 +7%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$63.1M +$1.38M +26,492 +2%
MML Investors Services
50
MML Investors Services
Massachusetts
$60.2M +$4.93M +94,412 +8%

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.