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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
SWA
676
Sax Wealth Advisors
New Jersey
$1.6M +$215K +3,984 +14%
AA
677
Addison Advisors
Vermont
$1.59M +$581K +10,760 +50%
MWM
678
Meridian Wealth Management
Kentucky
$1.59M +$874K +16,180 +101%
LWMG
679
Levy Wealth Management Group
Pennsylvania
$1.59M -$764K -14,136 -30%
ECG
680
Edge Capital Group
Georgia
$1.59M +$286K +5,292 +20%
BSB
681
Bangor Savings Bank
Maine
$1.58M -$4.32K -80 -0.2%
MFG
682
Magnus Financial Group
New York
$1.58M +$96.4K +1,784 +6%
AW
683
ACG Wealth
Georgia
$1.57M
PFG
684
Pinnacle Financial Group
Illinois
$1.57M +$174K +3,228 +11%
PPP
685
Private Portfolio Partners
New Jersey
$1.56M +$27.4K +508 +2%
AAMC
686
Asset Allocation & Management Company
Illinois
$1.56M
KWM
687
Kingsview Wealth Management
Oregon
$1.56M +$717K +13,276 +72%
Allspring Global Investments
688
Allspring Global Investments
North Carolina
$1.55M +$128K +2,376 +8%
SW
689
StrongBox Wealth
Missouri
$1.54M -$927K -17,164 -35%
FPAS
690
Focus Partners Advisor Solutions
Missouri
$1.53M +$169K +3,132 +11%
VRM
691
Vectors Research Management
New York
$1.53M -$426K -7,876 -23%
SWM
692
Southern Wealth Management
Texas
$1.53M +$308K +5,692 +22%
WI
693
Wintrust Investments
Illinois
$1.52M -$152K -2,812 -8%
GWM
694
GoalFusion Wealth Management
Texas
$1.52M +$148K +2,736 +10%
Prudential Financial
695
Prudential Financial
New Jersey
$1.52M -$220K -4,072 -12%
SKK
696
Shepherd Kaplan Krochuk
Massachusetts
$1.51M +$185K +3,420 +13%
SFPM
697
Sensible Financial Planning & Management
Massachusetts
$1.5M +$108K +2,008 +7%
PCG
698
Private Capital Group
Connecticut
$1.5M -$5.63M -104,160 -77%
SIA
699
Soltis Investment Advisors
Utah
$1.49M +$137K +2,540 +9%
FLPIM
700
F.L. Putnam Investment Management
Massachusetts
$1.49M +$26.6K +492 +2%

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.