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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
KWA
551
Kellett Wealth Advisors
Ohio
$2.47M -$219K -4,056 -7%
SC
552
Savant Capital
Illinois
$2.47M +$605K +11,200 +29%
CCA
553
Conservest Capital Advisors
Pennsylvania
$2.46M +$1.73M +32,104 +179%
VCM
554
Virtue Capital Management
Tennessee
$2.46M +$341K +6,308 +14%
CBFP
555
Cedar Brook Financial Partners
Ohio
$2.45M -$120K -2,212 -4%
MOS
556
MGO One Seven
Ohio
$2.45M -$1.17M -21,572 -30%
MECA
557
Miller Equity Capital Advisors
Texas
$2.45M +$49.7K +920 +2%
FA
558
FDx Advisors
Illinois
$2.44M +$311K +5,756 +13%
WA
559
Wealth Alliance
New York
$2.43M +$20.7K +384 +0.8%
DSC
560
Duncker Streett & Co
Missouri
$2.43M -$95.3K -1,764 -3%
CI
561
Conning Inc
Connecticut
$2.42M -$184K -3,404 -6%
9WM
562
9258 Wealth Management
Ohio
$2.41M +$1.96M +36,240 +287%
AWM
563
Axxcess Wealth Management
California
$2.38M +$518K +9,588 +25%
ACI
564
Alpha Cubed Investments
California
$2.37M +$126K +2,332 +5%
SPA
565
Sentinel Pension Advisors
Massachusetts
$2.37M -$73.3K -1,356 -3%
BOM
566
Bank of Marin
California
$2.36M
CIAS
567
Capital Investment Advisory Services
North Carolina
$2.36M +$412K +7,620 +19%
KSWA
568
Kathleen S. Wright Associates
Pennsylvania
$2.35M +$418K +7,728 +19%
OCM
569
Objective Capital Management
Ohio
$2.35M +$27.2K +504 +1%
MWM
570
Modera Wealth Management
New Jersey
$2.33M -$591K -10,936 -19%
HA
571
Hofer & Associates
California
$2.32M +$31.1K +576 +1%
BFG
572
Beacon Financial Group
Texas
$2.31M +$6.05K +112 +0.2%
Koshinski Asset Management
573
Koshinski Asset Management
Illinois
$2.28M +$66.8K +1,236 +3%
WF
574
Welch & Forbes
Massachusetts
$2.26M
WLIM
575
White Lighthouse Investment Management
Massachusetts
$2.26M +$23.8K +440 +1%

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.