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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
SSB
651
Sandy Spring Bank
Maryland
$1.76M -$105K -1,944 -5%
TDWM
652
Topel & Distasi Wealth Management
California
$1.76M +$16.4K +304 +0.9%
KAH
653
Kathryn A. Hall
$1.75M
IC
654
Inverness Counsel
New York
$1.75M
LW
655
Linscomb Wealth
Texas
$1.75M +$8.64K +160 +0.5%
MNBTD
656
Moody National Bank Trust Division
Texas
$1.75M
BCM
657
Brookstone Capital Management
Illinois
$1.74M -$5.24M -97,036 -74%
CSB
658
City State Bank
Iowa
$1.7M +$50.8K +940 +3%
CCMD
659
Cypress Capital Management (Delaware)
Delaware
$1.69M -$24.9K -460 -1%
V
660
VeraBank
Texas
$1.69M +$1.04M +19,340 +129%
FWM
661
Fingerlakes Wealth Management
New York
$1.69M +$50.8K +940 +3%
SWM
662
Spire Wealth Management
Virginia
$1.68M -$8.36M -154,684 -82%
CDH
663
Charles D. Hyman
$1.68M
FHC
664
First Heartland Consultants
Missouri
$1.67M +$96.2K +1,780 +6%
AC
665
Apella Capital
Connecticut
$1.66M +$4.11K +76 +0.2%
DWM
666
Defined Wealth Management
Oregon
$1.66M -$31.3K -580 -2%
EW
667
Evoke Wealth
California
$1.65M +$1.51M +27,892 +491%
SSWM
668
Sheets Smith Wealth Management
North Carolina
$1.65M +$439K +8,132 +32%
WP
669
Wealthspan Partners
Iowa
$1.64M +$112K +2,080 +7%
GHAM
670
Gilman Hill Asset Management
Connecticut
$1.63M +$373K +6,900 +26%
SFWC
671
Strategic Family Wealth Counselors
New Jersey
$1.63M -$4.32K -80 -0.2%
HNWAG
672
High Net Worth Advisory Group
Florida
$1.63M +$110K +2,032 +7%
TFCP
673
Twin Focus Capital Partners
Massachusetts
$1.61M +$173K +3,200 +11%
RI
674
Ridgewood Investments
New Jersey
$1.61M -$226K -4,176 -11%
MA
675
MONECO Advisors
Connecticut
$1.61M -$215K -3,988 -11%

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.