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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
WSTAM
51
Wilbanks Smith & Thomas Asset Management
Virginia
$60.8M +$3.89M +72,068 +6%
CTC
52
Central Trust Company
Missouri
$60.5M -$4.5M -83,340 -6%
JIC
53
Joel Isaacson & Co
New York
$58.9M -$1.21M -22,344 -2%
MML Investors Services
54
MML Investors Services
Massachusetts
$58.4M +$443K +8,192 +0.7%
V
55
Veritable
Delaware
$57.6M +$5.38M +99,632 +9%
PA
56
PFG Advisors
Arizona
$56.6M +$76.5M +1,416,100 New
AssetMark Inc
57
AssetMark Inc
California
$55.3M +$516K +9,552 +0.9%
MGIA
58
Moneta Group Investment Advisors
Missouri
$54.6M +$15.5M +286,764 +35%
ST
59
Smithfield Trust
Pennsylvania
$52.9M +$3.44M +63,732 +6%
TNBTD
60
Trustmark National Bank Trust Department
Mississippi
$51M -$34.4K -636 -0.1%
KAS
61
Kestra Advisory Services
Texas
$50.6M +$17.2M +319,012 +45%
CCM
62
Coldstream Capital Management
Washington
$49.3M -$2.43M -44,924 -4%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$49.3M -$14.8M -274,576 -22%
CAM
64
Cresset Asset Management
Illinois
$46.6M +$8.43K +156 +0%
PGFC
65
Peapack-Gladstone Financial Corp
New Jersey
$42.8M -$1.25M -23,124 -3%
CPIG
66
Chicago Partners Investment Group
Illinois
$42.4M +$981K +18,160 +2%
NQWM
67
Northwest Quadrant Wealth Management
Oregon
$41.2M +$1.09M +20,144 +3%
NFG
68
Nadler Financial Group
Illinois
$40.9M +$1.03M +18,980 +2%
CA
69
Clearstead Advisors
Ohio
$39M -$631K -11,684 -1%
AWM
70
Altium Wealth Management
New York
$38.1M +$6.39M +118,300 +18%
PAI
71
Pittenger & Anderson Inc
Nebraska
$37.6M +$685K +12,672 +2%
TFS
72
TrustCore Financial Services
Tennessee
$35.3M +$652K +12,064 +2%
VVP
73
Venture Visionary Partners
Ohio
$34M +$844K +15,624 +2%
AF
74
Arrow Financial
New York
$32.9M -$7.03M -130,072 -16%
AFG
75
Arkansas Financial Group
Arkansas
$32.2M +$1.46M +27,048 +4%

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.