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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
EWA
576
Encompass Wealth Advisors
Oregon
$2.26M -$1.92M -35,588 -44%
FFW
577
Fusion Family Wealth
New York
$2.26M -$34.8K -644 -1%
AFS
578
AFG Fiduciary Services
Massachusetts
$2.25M -$86.4K -1,600 -3%
KFGK
579
Keystone Financial Group (Kentucky)
Kentucky
$2.25M +$73K +1,352 +3%
WS
580
Wedbush Securities
California
$2.25M +$32.4K +600 +1%
MMA
581
Miracle Mile Advisors
California
$2.23M -$2.92M -54,016 -54%
RPCONE
582
Retirement Planning Company of New England
Rhode Island
$2.22M +$90.1K +1,668 +4%
MTIC
583
Missouri Trust & Investment Company
Missouri
$2.19M +$15.8K +292 +0.7%
CM
584
Columbus Macro
Pennsylvania
$2.18M
AIP
585
Almanack Investment Partners
Pennsylvania
$2.17M -$6.61M -122,248 -73%
AP
586
Appleton Partners
Massachusetts
$2.15M -$6.7K -124 -0.3%
CA
587
Cornerstone Advisory
Maryland
$2.14M -$1.3M -23,972 -36%
GFS
588
GYL Financial Synergies
Connecticut
$2.12M -$83K -1,536 -3%
H6H
589
Hightower 6M Holding
Kansas
$2.11M -$63.1K -1,168 -3%
BRWA
590
B. Riley Wealth Advisors
Florida
$2.11M -$109K -2,020 -5%
EC
591
Estate Counselors
Wisconsin
$2.1M +$324K +6,000 +16%
BIM
592
Bridges Investment Management
Nebraska
$2.1M
SFP
593
Sweet Financial Partners
Minnesota
$2.1M +$216 +4 +0%
AWA
594
Arete Wealth Advisors
Illinois
$2.08M -$443K -8,192 -16%
SIA
595
Strategic Investment Advisors
Michigan
$2.08M +$213K +3,944 +10%
SC
596
Sepio Capital
Utah
$2.08M -$2.5M -46,248 -52%
BWM
597
Boyd Wealth Management
California
$2.06M +$41.9K +776 +2%
JAFL
598
Jay A. Fishman Ltd
Michigan
$2.04M -$21.6K -400 -1%
BS
599
Boenning & Scattergood
Pennsylvania
$2.04M +$284K +5,248 +15%
AIM
600
Anchor Investment Management
South Carolina
$2.03M -$15.3K -284 -0.7%

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.