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Vanguard Mid-Cap ETF

1,573 hedge funds and large institutions have $34.2B invested in Vanguard Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 722 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 722 | Existing positions reduced: 456

15% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 110

4% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $11.7M

0% less funds holding

Funds holding: 1,5781,573 (-5)

3% less capital invested

Capital invested by funds: $35.5B → $34.2B (-$1.23B)

1.49% less ownership

Funds ownership: 251.66%250.17% (-1.5%)

3% less funds holding in top 10

Funds holding in top 10: 187182 (-5)

Holders
1,573
Holders Change
-5
Holders Change %
-0.32%
% of All Funds
24.81%
Holding in Top 10
182
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.67%
% of All Funds
2.87%
New
126
Increased
722
Reduced
456
Closed
110
Calls
$12.1M
Puts
$11.7M
Net Calls
+$411K
Net Calls Change
-$8.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
701
Leelyn Smith
Illinois
$1.72M
WPW
702
Waldron Private Wealth
Pennsylvania
$1.71M
FA
703
Flagstar Advisors
New York
$1.71M +$9.39K +160 +0.6%
PFG
704
Pinnacle Financial Group
Illinois
$1.7M -$68.5K -1,168 -4%
SWA
705
Sax Wealth Advisors
New Jersey
$1.7M -$205K -3,488 -11%
Neuberger Berman Group
706
Neuberger Berman Group
New York
$1.7M +$80.7K +1,376 +5%
HCMT
707
Highland Capital Management (Tennessee)
Tennessee
$1.69M +$330K +5,628 +25%
SFPM
708
Sensible Financial Planning & Management
Massachusetts
$1.69M +$166K +2,836 +11%
ESB
709
Essex Savings Bank
Connecticut
$1.68M +$85.9K +1,464 +5%
NF
710
Nvest Financial
New Hampshire
$1.67M +$1.65M +28,120 New
PD
711
Planning Directions
Pennsylvania
$1.67M -$32.6K -556 -2%
GWM
712
GoalFusion Wealth Management
Texas
$1.67M +$268K +4,568 +19%
ZF
713
Zhang Financial
Michigan
$1.67M +$612K +10,424 +59%
FPAS
714
Focus Partners Advisor Solutions
Missouri
$1.67M +$1.64M +27,968 New
NLP
715
Next Level Private
New York
$1.66M +$60.5K +1,032 +4%
EA
716
Elm Advisors
California
$1.65M -$1.49M -25,472 -48%
SIA
717
Soltis Investment Advisors
Utah
$1.65M
EWM
718
Empirical Wealth Management
Washington
$1.64M +$300K +5,108 +23%
SKK
719
Shepherd Kaplan Krochuk
Massachusetts
$1.62M -$69K -1,176 -4%
B
720
Bridgeworth
Alabama
$1.6M -$98.8K -1,684 -6%
EA
721
Eudaimonia Advisors
Tennessee
$1.6M -$78.6K -1,340 -5%
CHAM
722
Clear Harbor Asset Management
Connecticut
$1.6M -$45.5K -776 -3%
ECG
723
Edge Capital Group
Georgia
$1.6M -$52.3K -892 -3%
TC
724
TAP Consulting
Missouri
$1.6M +$4.22K +72 +0.3%
LPT
725
Legacy Private Trust
Wisconsin
$1.6M +$222K +3,788 +16%

VO Hedge Fund Activity: Q1 2022 in Review

1,573 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2022, worth a combined $34.2B — down 3.5% from $35.5B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new VO positions and 110 closed out — a net gain of 16 holders — while 722 added to existing stakes and 456 trimmed.

The largest buyer was Wells Fargo, adding an estimated $591M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $606M.

  • 1,573 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2022, down from 1,578 in Q4 2021.
  • Funds reported $34.2B of Vanguard Mid-Cap ETF stock for Q1 2022, down 3.5% quarter-over-quarter.
  • 126 funds opened new Vanguard Mid-Cap ETF positions in Q1 2022 and 110 closed out, a net change of +16 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q1 2022 was Wells Fargo, an estimated $591M added.
  • The largest Vanguard Mid-Cap ETF seller in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $606M sold.

Based on aggregated 13F filings for Q1 2022.