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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
AIA
526
Alera Investment Advisors
Illinois
$2.72M -$29.2K -540 -1%
WCM
527
Windham Capital Management
Massachusetts
$2.69M
CF
528
Centaurus Financial
California
$2.65M -$47.3K -876 -2%
GGS
529
Galvin Gaustad & Stein
Arizona
$2.65M -$232K -4,288 -7%
CHC
530
City Holding Co
West Virginia
$2.63M +$227K +4,200 +9%
SWA
531
Sightline Wealth Advisors
Connecticut
$2.63M -$222K -4,116 -7%
MSFS
532
Main Street Financial Solutions
Pennsylvania
$2.62M -$57.7K -1,068 -2%
CFS
533
CRA Financial Services
New Jersey
$2.62M +$540K +9,988 +23%
RIA
534
Regal Investment Advisors
Michigan
$2.61M -$105K -1,948 -4%
PIFP
535
Partners in Financial Planning
Virginia
$2.59M +$12.3K +228 +0.5%
AFM
536
Abbot Financial Management
Massachusetts
$2.58M -$2.16K -40 -0.1%
WBCM
537
Wilson & Boucher Capital Management
California
$2.58M -$4.11K -76 -0.1%
FTS
538
Fifth Third Securities
Ohio
$2.57M +$2.82M +52,212 New
MA
539
Modus Advisors
Minnesota
$2.57M +$1.3K +24 +0%
CP
540
Camelot Portfolios
Ohio
$2.56M -$307K -5,688 -10%
TFA
541
TPG Financial Advisors
Oregon
$2.55M +$82.8K +1,532 +3%
SAM
542
Sawgrass Asset Management
Florida
$2.54M -$86.4K -1,600 -3%
RTS
543
Round Table Services
New Jersey
$2.52M +$741K +13,720 +37%
KC
544
Kingfisher Capital
North Carolina
$2.49M -$22K -408 -0.8%
MAG
545
Mokosak Advisory Group
Iowa
$2.49M +$126K +2,332 +5%
EFL
546
ERn Financial LLC
Wisconsin
$2.49M +$330K +6,100 +14%
LWM
547
Laidlaw Wealth Management
New York
$2.49M +$434K +8,036 +19%
AMM
548
American Money Management
California
$2.48M -$52.3K -968 -2%
BSSFA
549
Baron Silver Stevens Financial Advisors
Florida
$2.48M -$440K -8,144 -14%
VCM
550
Vivaldi Capital Management
Illinois
$2.47M -$145K -2,692 -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.