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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
FAP
526
Financial Advisory Partners
Florida
$2.72M +$1.25K +24 +0%
BCM
527
Brookstone Capital Management
Illinois
$2.71M +$1.22M +23,364 +68%
CWMGP
528
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.71M +$36.4K +696 +1%
AMBIA
529
Allen Mooney & Barnes Investment Advisors
Georgia
$2.7M +$3.97K +76 +0.1%
EW
530
Enzi Wealth
Texas
$2.68M +$2.63M +50,364 New
CCA
531
Conservest Capital Advisors
Pennsylvania
$2.67M -$2.61M -49,992 Closed
FAIM
532
Financial Advocates Investment Management
Washington
$2.65M +$13.2K +252 +0.4%
IP
533
Investment Partners
Ohio
$2.64M -$153K -2,932 -5%
MWM
534
MorganRosel Wealth Management
Colorado
$2.64M -$874K -16,732 -23%
FNT
535
First National Trust
Pennsylvania
$2.63M -$39.7K -760 -1%
WCM
536
Windham Capital Management
Massachusetts
$2.63M +$73.4K +1,404 +3%
STA
537
Summit Trail Advisors
New York
$2.61M +$2.9M +55,528 New
MA
538
Modus Advisors
Minnesota
$2.6M +$170K +3,248 +6%
IWM
539
IHT Wealth Management
Illinois
$2.6M +$754K +14,436 +35%
MFT
540
Moisand Fitzgerald Tamayo
Florida
$2.6M -$34.9K -668 -1%
RIA
541
Regal Investment Advisors
Michigan
$2.58M +$96.2K +1,840 +3%
FUBT
542
First United Bank & Trust
Maryland
$2.57M -$122K -2,340 -4%
KWA
543
Kellett Wealth Advisors
Ohio
$2.56M -$2.51K -48 -0.1%
SWA
544
Sightline Wealth Advisors
Connecticut
$2.55M -$53.5K -1,024 -2%
SFA
545
Sequoia Financial Advisors
Ohio
$2.51M -$339K -6,492 -11%
SPA
546
Sentinel Pension Advisors
Massachusetts
$2.5M +$260K +4,980 +10%
SWM
547
Southern Wealth Management
Texas
$2.49M +$928K +17,756 +57%
CHC
548
City Holding Co
West Virginia
$2.48M -$42.9K -820 -2%
WBCM
549
Wilson & Boucher Capital Management
California
$2.47M +$6.48K +124 +0.2%
AA
550
Addison Advisors
Vermont
$2.46M +$1.05M +20,096 +62%

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.