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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
JAFL
601
Jay A. Fishman Ltd
Michigan
$2.49M -$11.7K -200 -0.5%
DSA
602
Droms Strauss Advisors
Missouri
$2.48M +$10.6K +180 +0.4%
AIM
603
Anchor Investment Management
South Carolina
$2.47M -$26K -444 -1%
AWM
604
Apollon Wealth Management
South Carolina
$2.47M +$87.5K +1,492 +4%
ACM
605
Advisors Capital Management
New Jersey
$2.47M +$1.88K +32 +0.1%
LHEI
606
Leo H. Evart Inc
California
$2.46M -$83.1K -1,416 -3%
FPS
607
Fieldpoint Private Securities
Connecticut
$2.45M -$134K -2,276 -5%
IWM
608
IHT Wealth Management
Illinois
$2.45M -$31.9K -544 -1%
BWM
609
Boyd Wealth Management
California
$2.44M +$168K +2,856 +7%
SA
610
Strategic Advisors
New York
$2.44M -$79.1K -1,348 -3%
FMII
611
Farmers & Merchants Investments Inc
Nebraska
$2.43M +$172K +2,924 +8%
IFA
612
Index Fund Advisors
California
$2.42M -$88K -1,500 -4%
NPI
613
New Perspectives Inc
Mississippi
$2.41M +$704 +12 +0%
CIAS
614
Capital Investment Advisory Services
North Carolina
$2.4M -$356K -6,068 -13%
JFGLC
615
Johnson Financial Group LLC (Colorado)
Colorado
$2.4M
TCA
616
Transcend Capital Advisors
New Jersey
$2.38M +$831K +14,168 +55%
KSWA
617
Kathleen S. Wright Associates
Pennsylvania
$2.38M +$332K +5,656 +16%
NFP
618
Narus Financial Partners
Utah
$2.38M +$2.34M +39,964 New
TFGT
619
TS Financial Group (TSFG)
Illinois
$2.37M +$16.4K +280 +0.7%
PFG
620
PAX Financial Group
Texas
$2.36M -$141K -2,396 -6%
TI
621
Truepoint Inc
Ohio
$2.35M +$115K +1,968 +5%
CSPIA
622
Cary Street Partners Investment Advisory
Virginia
$2.34M +$984K +16,768 +74%
TFS
623
Thoroughbred Financial Services
Tennessee
$2.33M +$832K +14,184 +57%
CAGAS
624
Capital Advisory Group Advisory Services
Minnesota
$2.33M -$31K -528 -1%
LGA
625
Lebenthal Global Advisors
New York
$2.32M +$1.25M +21,388 +121%

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.