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Vanguard Mid-Cap ETF

1,573 hedge funds and large institutions have $34.2B invested in Vanguard Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 722 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 722 | Existing positions reduced: 456

15% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 110

4% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $11.7M

0% less funds holding

Funds holding: 1,5781,573 (-5)

3% less capital invested

Capital invested by funds: $35.5B → $34.2B (-$1.23B)

1.49% less ownership

Funds ownership: 251.66%250.17% (-1.5%)

3% less funds holding in top 10

Funds holding in top 10: 187182 (-5)

Holders
1,573
Holders Change
-5
Holders Change %
-0.32%
% of All Funds
24.81%
Holding in Top 10
182
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.67%
% of All Funds
2.87%
New
126
Increased
722
Reduced
456
Closed
110
Calls
$12.1M
Puts
$11.7M
Net Calls
+$411K
Net Calls Change
-$8.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
526
Revolve Wealth Partners
New Jersey
$3.23M +$37.1K +632 +1%
KWA
527
Kellett Wealth Advisors
Ohio
$3.23M -$2.76M -46,972 -46%
MSFS
528
Main Street Financial Solutions
Pennsylvania
$3.22M -$15K -256 -0.5%
SC
529
Scotia Capital
Ontario, Canada
$3.22M +$808K +13,772 +34%
G
530
Gainplan
Michigan
$3.22M +$292K +4,976 +10%
GCP
531
Gill Capital Partners
Colorado
$3.18M +$185K +3,148 +6%
SAM
532
Sawgrass Asset Management
Florida
$3.16M +$3.12M +53,200 New
AFM
533
Abbot Financial Management
Massachusetts
$3.12M -$23.5K -400 -0.8%
WBCM
534
Wilson & Boucher Capital Management
California
$3.12M +$103K +1,764 +3%
CI
535
Conning Inc
Connecticut
$3.12M
TW
536
Towerpoint Wealth
California
$3.11M +$19.5K +332 +0.6%
MA
537
Modus Advisors
Minnesota
$3.1M +$25.3K +432 +0.8%
CBFP
538
Cedar Brook Financial Partners
Ohio
$3.09M +$88.7K +1,512 +3%
SS
539
Simplicity Solutions
Minnesota
$3.06M -$1.75M -29,780 -37%
GC
540
Gilbert & Cook
Iowa
$3.06M +$2.35K +40 +0.1%
AMM
541
American Money Management
California
$3.05M +$3.75K +64 +0.1%
KC
542
Kingfisher Capital
North Carolina
$3.04M -$6.81K -116 -0.2%
DSC
543
Duncker Streett & Co
Missouri
$3.04M -$512K -8,724 -15%
PWP
544
Principle Wealth Partners
Connecticut
$3.03M +$715K +12,184 +31%
YWS
545
Yarger Wealth Strategies
Ohio
$3.03M -$175K -2,984 -6%
AWA
546
Arete Wealth Advisors
Illinois
$3M +$120K +2,048 +4%
TFA
547
TPG Financial Advisors
Oregon
$2.99M +$756K +12,880 +34%
SPA
548
Sentinel Pension Advisors
Massachusetts
$2.94M -$120K -2,052 -4%
CHC
549
City Holding Co
West Virginia
$2.93M +$52.1K +888 +2%
FPCG
550
Forum Private Client Group
Indiana
$2.93M +$2.89M +49,252 New

VO Hedge Fund Activity: Q1 2022 in Review

1,573 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2022, worth a combined $34.2B — down 3.5% from $35.5B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new VO positions and 110 closed out — a net gain of 16 holders — while 722 added to existing stakes and 456 trimmed.

The largest buyer was Wells Fargo, adding an estimated $591M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $606M.

  • 1,573 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2022, down from 1,578 in Q4 2021.
  • Funds reported $34.2B of Vanguard Mid-Cap ETF stock for Q1 2022, down 3.5% quarter-over-quarter.
  • 126 funds opened new Vanguard Mid-Cap ETF positions in Q1 2022 and 110 closed out, a net change of +16 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q1 2022 was Wells Fargo, an estimated $591M added.
  • The largest Vanguard Mid-Cap ETF seller in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $606M sold.

Based on aggregated 13F filings for Q1 2022.