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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
PFO
51
Pathstone Family Office
New Jersey
$73.8M +$1.87M +31,956 +3%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$72.3M -$19.8M -337,784 -22%
JIC
53
Joel Isaacson & Co
New York
$70.7M +$1.52M +25,988 +2%
MML Investors Services
54
MML Investors Services
Massachusetts
$70M -$3.1M -52,872 -4%
AssetMark Inc
55
AssetMark Inc
California
$66.2M +$9.04M +154,060 +16%
WSTAM
56
Wilbanks Smith & Thomas Asset Management
Virginia
$64.3M +$11.1M +188,456 +19%
V
57
Veritable
Delaware
$63.6M +$5.81M +98,980 +10%
CCM
58
Coldstream Capital Management
Washington
$62.2M -$2.41M -41,084 -4%
TNBTD
59
Trustmark National Bank Trust Department
Mississippi
$61.7M -$10.5M -178,980 -15%
ST
60
Smithfield Trust
Pennsylvania
$59.9M +$556K +9,480 +0.9%
PGFC
61
Peapack-Gladstone Financial Corp
New Jersey
$53M +$1.64M +28,000 +3%
MGIA
62
Moneta Group Investment Advisors
Missouri
$48.9M +$3.64M +62,080 +8%
NQWM
63
Northwest Quadrant Wealth Management
Oregon
$48.3M +$1.41M +24,004 +3%
NFG
64
Nadler Financial Group
Illinois
$48.2M -$767K -13,080 -2%
CA
65
Clearstead Advisors
Ohio
$47.8M +$1.98M +33,688 +4%
AF
66
Arrow Financial
New York
$47.4M -$20.4M -348,116 -30%
CI
67
CX Institutional
Indiana
$45.6M +$1.2M +20,516 +3%
PAI
68
Pittenger & Anderson Inc
Nebraska
$44.6M +$2.17M +36,944 +5%
KAS
69
Kestra Advisory Services
Texas
$42.1M +$7.66M +130,564 +23%
TFS
70
TrustCore Financial Services
Tennessee
$41.9M +$13.7M +233,516 +50%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$40.7M +$2.93M +49,940 +8%
VVP
72
Venture Visionary Partners
Ohio
$40.1M +$1.27M +21,580 +3%
CPIG
73
Chicago Partners Investment Group
Illinois
$39.6M +$889K +15,148 +2%
AWM
74
Altium Wealth Management
New York
$38.9M +$2.54M +43,336 +7%
TTWM
75
TCV Trust & Wealth Management
Virginia
$37.9M +$2.35K +40 +0%

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.