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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
FWM
676
Fingerlakes Wealth Management
New York
$1.6M -$18.8K -360 -1%
HNWAG
677
High Net Worth Advisory Group
Florida
$1.59M +$44.5K +852 +3%
MPW
678
MGO Private Wealth
California
$1.59M +$1.77M +33,904 New
V
679
VeraBank
Texas
$1.58M -$33.7K -644 -2%
EW
680
Evoke Wealth
California
$1.58M +$8.15K +156 +0.5%
PFG
681
Pinnacle Financial Group
Illinois
$1.57M +$75.3K +1,440 +5%
GHAM
682
Gilman Hill Asset Management
Connecticut
$1.56M +$11.5K +220 +0.7%
RI
683
Ridgewood Investments
New Jersey
$1.56M +$33.9K +648 +2%
FA
684
Flagstar Advisors
New York
$1.54M +$149K +2,856 +10%
TFCP
685
Twin Focus Capital Partners
Massachusetts
$1.53M -$5.23K -100 -0.3%
SWA
686
Sax Wealth Advisors
New Jersey
$1.53M +$1.04K +20 +0.1%
BSB
687
Bangor Savings Bank
Maine
$1.53M +$28K +536 +2%
KWM
688
Kingsview Wealth Management
Oregon
$1.52M +$39.9K +764 +2%
FA
689
Fermata Advisors
California
$1.51M +$198K +3,788 +13%
SFPM
690
Sensible Financial Planning & Management
Massachusetts
$1.51M +$88.8K +1,700 +6%
PTC
691
Private Trust Company
Ohio
$1.5M +$146K +2,792 +10%
AAMC
692
Asset Allocation & Management Company
Illinois
$1.49M +$3.14K +60 +0.2%
SAG
693
Spotlight Asset Group
Illinois
$1.49M +$1.6M +30,696 New
Allspring Global Investments
694
Allspring Global Investments
North Carolina
$1.48M +$5.43K +104 +0.3%
PPP
695
Private Portfolio Partners
New Jersey
$1.47M -$23.6K -452 -1%
AW
696
ACG Wealth
Georgia
$1.46M -$46.8K -896 -3%
PWM
697
Perigon Wealth Management
California
$1.45M +$173K +3,312 +12%
B
698
Bailard
California
$1.45M +$299K +5,716 +23%
SKK
699
Shepherd Kaplan Krochuk
Massachusetts
$1.45M +$6.69K +128 +0.4%
SAM
700
Secure Asset Management
Michigan
$1.43M +$13K +248 +0.8%

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.