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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
EC
576
Estate Counselors
Wisconsin
$2.23M +$244K +4,660 +11%
AWA
577
Arete Wealth Advisors
Illinois
$2.22M +$256K +4,892 +12%
CP
578
Camelot Portfolios
Ohio
$2.21M -$261K -4,988 -10%
EFL
579
ERn Financial LLC
Wisconsin
$2.17M -$230K -4,392 -9%
KFGK
580
Keystone Financial Group (Kentucky)
Kentucky
$2.15M -$2.09K -40 -0.1%
CA
581
Cornerstone Advisory
Maryland
$2.15M +$110K +2,104 +5%
PA
582
PFG Advisors
Arizona
$2.14M -$71.6M -1,370,536 -97%
RPCONE
583
Retirement Planning Company of New England
Rhode Island
$2.14M +$20.3K +388 +0.9%
Koshinski Asset Management
584
Koshinski Asset Management
Illinois
$2.12M -$63.8K -1,220 -3%
WF
585
Welch & Forbes
Massachusetts
$2.11M -$59.2K -1,132 -2%
GSAM
586
Grant Street Asset Management
Pennsylvania
$2.1M -$157K -2,996 -6%
MTIC
587
Missouri Trust & Investment Company
Missouri
$2.1M +$11.1K +212 +0.5%
AWM
588
Axxcess Wealth Management
California
$2.09M -$193K -3,696 -8%
ECA
589
Elevated Capital Advisors
Utah
$2.09M +$2.33M +44,536 New
MMA
590
Miracle Mile Advisors
California
$2.09M -$45.4K -868 -2%
WS
591
Wedbush Securities
California
$2.08M -$67.7K -1,296 -3%
CM
592
Columbus Macro
Pennsylvania
$2.08M
AP
593
Appleton Partners
Massachusetts
$2.06M +$14.8K +284 +0.7%
ACI
594
Alpha Cubed Investments
California
$2.06M -$227K -4,336 -9%
CHA
595
Carmichael Hill & Associates
Maryland
$2.06M +$171K +3,268 +8%
MWM
596
Modera Wealth Management
New Jersey
$2.05M -$196K -3,744 -8%
FFC
597
First Financial Corp
Indiana
$2.03M +$357K +6,824 +19%
5L
598
55I LLC
Massachusetts
$2.03M +$781K +14,948 +53%
GFS
599
GYL Financial Synergies
Connecticut
$2.01M -$11.1K -212 -0.5%
SIA
600
Strategic Investment Advisors
Michigan
$2.01M +$23.4K +448 +1%

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.