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
SFS
501
Sowell Financial Services
Arkansas
$2.93M +$3.25M +62,284 New
FFA
502
First Foundation Advisors
California
$2.92M -$349K -6,672 -10%
CIAS
503
Capital Investment Advisory Services
North Carolina
$2.92M +$743K +14,212 +30%
OFW
504
Omnia Family Wealth
Florida
$2.92M -$48.1K -920 -1%
ZIG
505
Zuckerman Investment Group
Illinois
$2.88M +$215K +4,112 +7%
MAG
506
Mokosak Advisory Group
Iowa
$2.87M +$542K +10,364 +21%
G
507
Gainplan
Michigan
$2.85M +$126K +2,412 +4%
EWA
508
EP Wealth Advisors
California
$2.84M +$1.08M +20,740 +52%
KL
509
KWMG LLC
Kansas
$2.83M -$106K -2,020 -3%
MWA
510
Meridian Wealth Advisors
Texas
$2.83M -$584K -11,184 -16%
SS
511
Simplicity Solutions
Minnesota
$2.82M +$77.1K +1,476 +3%
Carson Wealth (CWM LLC)
512
Carson Wealth (CWM LLC)
Nebraska
$2.81M -$2.01M -38,484 -39%
FFW
513
Fusion Family Wealth
New York
$2.81M +$82.6K +1,580 +3%
Renaissance Technologies
514
Renaissance Technologies
New York
$2.8M +$2.47M +47,200 +381%
ACM
515
Advisors Capital Management
New Jersey
$2.79M +$705K +13,496 +34%
YWS
516
Yarger Wealth Strategies
Ohio
$2.79M -$1.85M -35,408 -37%
GCA
517
Gradient Capital Advisors
California
$2.78M -$338K -6,460 -10%
SFWA
518
Summit Financial Wealth Advisors
Louisiana
$2.78M -$82.4K -1,576 -3%
GC
519
Gilbert & Cook
Iowa
$2.78M -$59.8K -1,144 -2%
KSWA
520
Kathleen S. Wright Associates
Pennsylvania
$2.78M +$596K +11,408 +24%
KIA
521
KCM Investment Advisors
California
$2.76M -$21.9K -420 -0.7%
SWA
522
SOA Wealth Advisors
New York
$2.74M +$34.7K +664 +1%
CF
523
Centaurus Financial
California
$2.73M +$231K +4,424 +8%
AIA
524
Alera Investment Advisors
Illinois
$2.72M +$137K +2,616 +5%
BWCS
525
Beirne Wealth Consulting Services
Connecticut
$2.72M +$2.36M +45,188 +357%

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.