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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
WA
551
Wealth Alliance
New York
$2.91M -$12.9K -220 -0.4%
FLI
552
Family Legacy Inc
South Carolina
$2.91M +$499K +8,508 +21%
MECA
553
Miller Equity Capital Advisors
Texas
$2.9M +$808K +13,764 +39%
SW
554
StrongBox Wealth
Missouri
$2.88M -$179K -3,056 -6%
MAG
555
Mokosak Advisory Group
Iowa
$2.87M -$7.74K -132 -0.3%
BOM
556
Bank of Marin
California
$2.85M
MWC
557
MBM Wealth Consultants
Missouri
$2.83M -$6.17M -105,124 -69%
AFS
558
AFG Fiduciary Services
Massachusetts
$2.82M +$2.78M +47,372 New
SQA
559
Simon Quick Advisors
New Jersey
$2.81M +$479K +8,156 +21%
AIA
560
Acute Investment Advisory
Arizona
$2.81M +$292K +4,976 +12%
OCM
561
Objective Capital Management
Ohio
$2.81M +$50.9K +868 +2%
VCM
562
Vivaldi Capital Management
Illinois
$2.8M -$84.7K -1,444 -3%
EGWAG
563
Elwood & Goetz Wealth Advisory Group
Georgia
$2.8M +$194K +3,304 +8%
WAP
564
Wealthcare Advisory Partners
Pennsylvania
$2.79M +$57.3K +976 +2%
HA
565
Hofer & Associates
California
$2.77M +$382K +6,508 +16%
FFW
566
Fusion Family Wealth
New York
$2.76M -$70.4K -1,200 -3%
BFG
567
Beacon Financial Group
Texas
$2.76M +$11K +188 +0.4%
LWMG
568
Levy Wealth Management Group
Pennsylvania
$2.76M +$118K +2,012 +5%
WF
569
Welch & Forbes
Massachusetts
$2.73M +$33.1K +564 +1%
ACI
570
Alpha Cubed Investments
California
$2.72M +$61.7K +1,052 +2%
AF
571
Alerus Financial
North Dakota
$2.7M -$19.9K -340 -0.7%
WLIM
572
White Lighthouse Investment Management
Massachusetts
$2.7M -$66.2K -1,128 -2%
PIFP
573
Partners in Financial Planning
Virginia
$2.69M +$2.11K +36 +0.1%
WS
574
Wedbush Securities
California
$2.68M -$72K -1,228 -3%
Koshinski Asset Management
575
Koshinski Asset Management
Illinois
$2.68M +$119K +2,036 +5%

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.