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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
WSTAM
51
Wilbanks Smith & Thomas Asset Management
Virginia
$58.6M +$639K +12,228 +1%
CTB
52
Country Trust Bank
Illinois
$58.3M +$64.4M +1,232,952 +16,825%
CTC
53
Central Trust Company
Missouri
$56.6M -$1.29M -24,672 -2%
V
54
Veritable
Delaware
$56.4M +$1.6M +30,700 +3%
JIC
55
Joel Isaacson & Co
New York
$56.2M -$101K -1,940 -0.2%
AssetMark Inc
56
AssetMark Inc
California
$53.3M +$603K +11,536 +1%
ST
57
Smithfield Trust
Pennsylvania
$52M +$1.78M +33,996 +3%
MGIA
58
Moneta Group Investment Advisors
Missouri
$50M -$2.39M -45,760 -4%
PAG
59
Private Advisor Group
New Jersey
$49.1M -$72.9M -1,394,704 -57%
TNBTD
60
Trustmark National Bank Trust Department
Mississippi
$47.9M -$953K -18,228 -2%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$46.9M -$101K -1,924 -0.2%
CAM
62
Cresset Asset Management
Illinois
$44.6M -$25.6M -489,592 -34%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$42.2M +$18.3M +350,036 +64%
NFG
64
Nadler Financial Group
Illinois
$41.4M +$2.63M +50,364 +6%
PGFC
65
Peapack-Gladstone Financial Corp
New Jersey
$40.4M -$436K -8,352 -1%
CPIG
66
Chicago Partners Investment Group
Illinois
$40.2M +$515K +9,856 +1%
NQWM
67
Northwest Quadrant Wealth Management
Oregon
$39.7M +$1.01M +19,408 +2%
CA
68
Clearstead Advisors
Ohio
$39.6M +$2.65M +50,776 +6%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$37.4M +$19.2M +367,568 +86%
TFS
70
TrustCore Financial Services
Tennessee
$37.1M +$3.87M +73,980 +10%
PAI
71
Pittenger & Anderson Inc
Nebraska
$36.4M +$584K +11,180 +1%
BlackRock
72
BlackRock
New York
$35.2M +$6.11M +116,880 +19%
CAAS
73
Capital Asset Advisory Services
Michigan
$35.1M +$19.4M +370,476 +98%
CI
74
CX Institutional
Indiana
$33.8M +$4.14M +79,248 +12%
ME
75
McIlrath & Eck
Washington
$33.5M +$8.1M +155,004 +28%

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.