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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
BRWA
576
B. Riley Wealth Advisors
Florida
$2.67M -$613K -10,440 -19%
GFS
577
GYL Financial Synergies
Connecticut
$2.65M -$1.45M -24,640 -36%
SYBT
578
Stock Yards Bank & Trust
Kentucky
$2.65M +$134K +2,276 +5%
EFL
579
ERn Financial LLC
Wisconsin
$2.64M -$6.1K -104 -0.2%
KFGK
580
Keystone Financial Group (Kentucky)
Kentucky
$2.64M +$262K +4,464 +11%
GSAM
581
Grant Street Asset Management
Pennsylvania
$2.64M +$205K +3,488 +9%
CM
582
Columbus Macro
Pennsylvania
$2.63M
MTIC
583
Missouri Trust & Investment Company
Missouri
$2.63M
H6H
584
Hightower 6M Holding
Kansas
$2.62M +$2.58M +44,036 New
AP
585
Appleton Partners
Massachusetts
$2.6M
FA
586
FDx Advisors
Illinois
$2.6M +$104K +1,776 +4%
VCM
587
Virtue Capital Management
Tennessee
$2.6M +$73.9K +1,260 +3%
RPCONE
588
Retirement Planning Company of New England
Rhode Island
$2.58M +$47.6K +812 +2%
EWA
589
EP Wealth Advisors
California
$2.58M +$33.6K +572 +1%
PBF
590
Petix & Botte Financial
California
$2.58M +$1.26M +21,520 +98%
CFS
591
CRA Financial Services
New Jersey
$2.56M +$177K +3,016 +8%
CC
592
Callan Capital
California
$2.54M +$939 +16 +0%
BIM
593
Bridges Investment Management
Nebraska
$2.53M -$30.5K -520 -1%
SFP
594
Sweet Financial Partners
Minnesota
$2.53M +$53.3K +908 +2%
LWM
595
Laidlaw Wealth Management
New York
$2.53M -$52.6K -896 -2%
MCWS
596
McKinley Carter Wealth Services
West Virginia
$2.51M -$186K -3,164 -7%
DIA
597
Dana Investment Advisors
Wisconsin
$2.51M -$34K -580 -1%
GAM
598
Grandview Asset Management
Pennsylvania
$2.5M -$76.3K -1,300 -3%
SPIO
599
Seven Post Investment Office
California
$2.49M
DC
600
DeDora Capital
California
$2.49M +$2.45M +41,836 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.