We are live on ! Find out more
VO icon

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
PTC
476
Philadelphia Trust Company
Pennsylvania
$3.15M
KCM
477
Kendall Capital Management
Maryland
$3.14M -$5.23K -100 -0.1%
MECA
478
Miller Equity Capital Advisors
Texas
$3.13M +$880K +16,840 +34%
FLI
479
Family Legacy Inc
South Carolina
$3.11M +$100K +1,916 +3%
FPCG
480
Forum Private Client Group
Indiana
$3.09M +$279K +5,336 +9%
ES
481
Eagle Strategies
New York
$3.08M -$644K -12,320 -16%
EWM
482
Evercore Wealth Management
New York
$3.07M -$21.9K -420 -0.6%
CW
483
Cook Wealth
North Carolina
$3.05M +$1.34M +25,576 +73%
RWP
484
Revolve Wealth Partners
New Jersey
$3.04M -$30.5K -584 -0.9%
IHWM
485
Iron Horse Wealth Management
Iowa
$3.04M -$4.41M -84,296 -57%
SC
486
SouthState Corp
Florida
$3.03M -$32.8K -628 -1%
MI
487
Moneywise Inc
Virginia
$3.02M +$15.7K +300 +0.5%
AA
488
Alesco Advisors
New York
$3.01M -$52.3K -1,000 -2%
Bank of Nova Scotia
489
Bank of Nova Scotia
Ontario, Canada
$3.01M +$2.3M +44,000 +220%
CFS
490
CRA Financial Services
New Jersey
$3M +$566K +10,828 +20%
Fiera Capital (Canada)
491
Fiera Capital (Canada)
Quebec, Canada
$3M -$1.92M -36,732 -36%
SYBT
492
Stock Yards Bank & Trust
Kentucky
$3M +$15.9K +304 +0.5%
BAM
493
Belpointe Asset Management
Nevada
$3M +$219K +4,188 +7%
CWM
494
Calamos Wealth Management
Illinois
$2.99M -$113K -2,168 -3%
KPWS
495
Kestra Private Wealth Services
Texas
$2.97M +$166K +3,184 +5%
WMG
496
WESCAP Management Group
California
$2.96M +$160K +3,056 +5%
GCP
497
Gill Capital Partners
Colorado
$2.95M +$483K +9,248 +17%
FPAS
498
Focus Partners Advisor Solutions
Missouri
$2.94M +$1.64M +31,440 +101%
MW
499
Marcum Wealth
Ohio
$2.93M -$51.2K -980 -2%
JJBC
500
James J. Burns & Company
New York
$2.93M +$3.26M +62,320 New

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.