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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
WP
651
Wealthspan Partners
Iowa
$1.72M +$172K +3,284 +10%
MW
652
MBL Wealth
North Carolina
$1.69M -$166K -3,180 -8%
CST
653
Charles Schwab Trust
Nevada
$1.69M
LHEI
654
Leo H. Evart Inc
California
$1.69M -$130K -2,492 -6%
SL
655
SWMG LLC
Texas
$1.68M +$1.87M +35,752 New
LW
656
Linscomb Wealth
Texas
$1.68M +$8.36K +160 +0.5%
MCWS
657
McKinley Carter Wealth Services
West Virginia
$1.67M -$270K -5,176 -13%
IC
658
Inverness Counsel
New York
$1.67M
KAH
659
Kathryn A. Hall
$1.67M
IBOK
660
Independence Bank of Kentucky
Kentucky
$1.67M -$36.6K -700 -2%
WWM
661
Western Wealth Management
Colorado
$1.67M +$615K +11,772 +51%
SSB
662
Sandy Spring Bank
Maryland
$1.67M -$14.4K -276 -0.8%
FRA
663
Frank Rimerman Advisors
California
$1.66M +$1.12M +21,352 +153%
ZF
664
Zhang Financial
Michigan
$1.65M +$453K +8,668 +33%
SFWC
665
Strategic Family Wealth Counselors
New Jersey
$1.65M +$103K +1,968 +6%
Citadel Advisors
666
Citadel Advisors
Florida
$1.64M +$1.3M +24,964 +254%
DWM
667
Defined Wealth Management
Oregon
$1.63M +$54.6K +1,044 +3%
SSWM
668
Sheets Smith Wealth Management
North Carolina
$1.63M +$57.1K +1,092 +3%
GWM
669
GoalFusion Wealth Management
Texas
$1.61M +$180K +3,452 +11%
FI
670
Financial Insights
Washington
$1.61M +$1.14M +21,812 +174%
BC
671
Burleson & Co
California
$1.61M -$142K -2,708 -7%
PG
672
Patten Group
Tennessee
$1.61M -$65.8K -1,260 -4%
CT
673
Colonial Trust
South Carolina
$1.6M +$1.78M +34,088 New
CDH
674
Charles D. Hyman
$1.6M
CCMD
675
Cypress Capital Management (Delaware)
Delaware
$1.6M -$20.9K -400 -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.