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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
AWAP
626
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.94M +$45.8K +848 +2%
MW
627
MBL Wealth
North Carolina
$1.93M +$161K +2,980 +8%
CW
628
Cook Wealth
North Carolina
$1.93M +$1.11M +20,556 +140%
RWG
629
Regal Wealth Group
California
$1.92M
CCP
630
Clarkston Capital Partners
Michigan
$1.92M
GA
631
GFS Advisors
Texas
$1.91M +$1.78M +32,880 +557%
LGA
632
Lebenthal Global Advisors
New York
$1.9M -$21K -388 -1%
AAM
633
Aureus Asset Management
Massachusetts
$1.9M -$32.2K -596 -2%
TFS
634
Thoroughbred Financial Services
Tennessee
$1.9M -$35.2K -652 -2%
PG
635
Proffitt & Goodson
Tennessee
$1.9M +$466K +8,616 +29%
LHEI
636
Leo H. Evart Inc
California
$1.89M -$165K -3,060 -7%
BHWM
637
Bar Harbor Wealth Management
New Hampshire
$1.89M +$2.07M +38,380 New
FPS
638
Fieldpoint Private Securities
Connecticut
$1.89M -$156K -2,888 -7%
NFP
639
Narus Financial Partners
Utah
$1.88M -$96.4K -1,784 -4%
JE
640
JMAC Enterprises
Pennsylvania
$1.88M +$2.06M +38,128 New
CAM
641
Columbia Asset Management
Michigan
$1.88M +$2.06M +38,140 New
CAC
642
Certified Advisory Corp
Florida
$1.87M +$110K +2,028 +6%
ARC
643
Advisor Resource Council
Texas
$1.86M +$1.73M +32,012 +555%
PWMAG
644
Pinnacle Wealth Management Advisory Group
New Jersey
$1.83M -$1.04M -19,220 -34%
BC
645
Burleson & Co
California
$1.82M -$82.6K -1,528 -4%
DHFB
646
Dixon Hubard Feinour & Brown
Virginia
$1.8M +$18.2K +336 +0.9%
FFC
647
First Financial Corp
Indiana
$1.79M +$1.53M +28,252 +351%
IBOK
648
Independence Bank of Kentucky
Kentucky
$1.78M +$761K +14,080 +64%
CST
649
Charles Schwab Trust
Nevada
$1.77M
PG
650
Patten Group
Tennessee
$1.76M -$14.9K -276 -0.8%

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.