We are live on ! Find out more
VO icon

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
FPCG
501
Forum Private Client Group
Indiana
$2.97M +$600K +11,108 +23%
KPWS
502
Kestra Private Wealth Services
Texas
$2.96M -$15.3K -284 -0.5%
SFWA
503
Summit Financial Wealth Advisors
Louisiana
$2.95M -$18.6K -344 -0.6%
WMG
504
WESCAP Management Group
California
$2.95M -$258K -4,784 -7%
SFA
505
Sequoia Financial Advisors
Ohio
$2.95M -$276K -5,116 -8%
PLU
506
Performa Ltd (US)
South Carolina
$2.95M +$1.5M +27,788 +87%
BAM
507
Belpointe Asset Management
Nevada
$2.94M +$1.57M +29,148 +96%
IP
508
Investment Partners
Ohio
$2.91M -$253K -4,684 -7%
KIA
509
KCM Investment Advisors
California
$2.91M -$5.4K -100 -0.2%
TW
510
Towerpoint Wealth
California
$2.89M +$353K +6,540 +13%
SS
511
Simplicity Solutions
Minnesota
$2.88M +$381K +7,044 +14%
G
512
Gainplan
Michigan
$2.87M +$219K +4,048 +7%
RA
513
RFG Advisory
Alabama
$2.85M +$1.9M +35,232 +204%
PGF
514
Plan Group Financial
Oklahoma
$2.85M +$3.12M +57,836 New
FAP
515
Financial Advisory Partners
Florida
$2.85M +$68.5K +1,268 +2%
SWA
516
SOA Wealth Advisors
New York
$2.84M -$56K -1,036 -2%
AMBIA
517
Allen Mooney & Barnes Investment Advisors
Georgia
$2.83M -$25.3K -468 -0.8%
ZIG
518
Zuckerman Investment Group
Illinois
$2.81M +$64.6K +1,196 +2%
GC
519
Gilbert & Cook
Iowa
$2.81M +$305K +5,648 +11%
CWMGP
520
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.81M -$123K -2,280 -4%
FUBT
521
First United Bank & Trust
Maryland
$2.8M -$972K -17,988 -24%
FNT
522
First National Trust
Pennsylvania
$2.8M +$25.7K +476 +0.8%
FAIM
523
Financial Advocates Investment Management
Washington
$2.76M -$270K -4,992 -8%
MFT
524
Moisand Fitzgerald Tamayo
Florida
$2.76M +$1.22M +22,564 +67%
CFA
525
Cahill Financial Advisors
Minnesota
$2.73M -$150K -2,768 -5%

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.