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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
SB
726
Strategic Blueprint
Georgia
$1.6M -$172K -2,924 -10%
LWMNY
727
Landmark Wealth Management (New York)
New York
$1.59M +$3.13M +53,280 New
PWM
728
Perigon Wealth Management
California
$1.58M +$263K +4,476 +20%
GHAM
729
Gilman Hill Asset Management
Connecticut
$1.56M +$175K +2,984 +13%
CIA
730
Covington Investment Advisors
Pennsylvania
$1.55M +$7.51K +128 +0.5%
AL
731
ACAS LLC
California
$1.54M +$121K +2,060 +9%
Lido Advisors
732
Lido Advisors
California
$1.52M -$298K -5,084 -17%
VIM
733
Vista Investment Management
Pennsylvania
$1.52M +$218K +3,724 +17%
KWS
734
Keystone Wealth Services
California
$1.52M -$68.1K -1,160 -4%
SWM
735
Southern Wealth Management
Texas
$1.51M +$491K +8,372 +49%
SSWM
736
Sheets Smith Wealth Management
North Carolina
$1.51M +$36.1K +616 +2%
RDIA
737
RE Dickinson Investment Advisors
Iowa
$1.51M +$1.41M +24,088 +1,936%
CCG
738
Chatham Capital Group
Georgia
$1.49M -$37.5K -640 -2%
MF
739
Montis Financial
Massachusetts
$1.49M
B
740
Bailard
California
$1.49M
LCC
741
Lincoln Capital Corp
Rhode Island
$1.49M -$469 -8 -0%
AIM
742
Aspen Investment Management
Michigan
$1.49M -$514K -8,768 -26%
AIFAIM
743
American Institute for Advanced Investment Management
Arizona
$1.47M -$29.1K -496 -2%
HWMG
744
Hurlow Wealth Management Group
Indiana
$1.46M -$15.7K -268 -1%
CPWM
745
Cypress Point Wealth Management
Texas
$1.45M +$4.22K +72 +0.3%
5L
746
55I LLC
Massachusetts
$1.44M -$594K -10,128 -30%
GWANC
747
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.44M -$396K -6,744 -22%
MWPCG
748
Measured Wealth Private Client Group
New Hampshire
$1.43M +$46.5K +792 +3%
PGA
749
Portland Global Advisors
Maine
$1.43M -$20.9K -356 -1%
ATC
750
Adirondack Trust Company
New York
$1.43M

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.