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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
TC
726
TAP Consulting
Missouri
$1.33M +$4.11K +76 +0.3%
NF
727
Nvest Financial
New Hampshire
$1.33M -$62.2K -1,152 -4%
LPT
728
Legacy Private Trust
Wisconsin
$1.32M -$2.81K -52 -0.2%
VBFP
729
Valtinson Bruner Financial Planning
Minnesota
$1.32M +$181K +3,344 +14%
GWANC
730
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.31M +$139K +2,572 +11%
KBFS
731
Kohmann Bosshard Financial Services
Ohio
$1.31M +$498K +9,224 +53%
CSPAM
732
Cary Street Partners Asset Management
Virginia
$1.31M -$11.5M -212,116 -89%
CWM
733
Cornerstone Wealth Management
Missouri
$1.31M +$198K +3,668 +16%
WWM
734
Windsor Wealth Management
Indiana
$1.3M -$381K -7,060 -21%
ZF
735
Zhang Financial
Michigan
$1.3M -$88.4K -1,636 -6%
B
736
Bridgeworth
Alabama
$1.3M -$32.6K -604 -2%
CIA
737
Covington Investment Advisors
Pennsylvania
$1.29M +$6.48K +120 +0.5%
AG
738
Advocate Group
Minnesota
$1.28M +$1.41M +26,060 New
CGL
739
Clarius Group LLC
Washington
$1.28M +$364K +6,744 +35%
VIM
740
Vista Investment Management
Pennsylvania
$1.28M +$18.8K +348 +1%
ACA
741
Affinity Capital Advisors
California
$1.27M +$167K +3,088 +14%
CHAM
742
Clear Harbor Asset Management
Connecticut
$1.26M -$71.5K -1,324 -5%
RF
743
Resolute Financial
Massachusetts
$1.25M +$108K +1,992 +9%
CW
744
CreativeOne Wealth
Kansas
$1.25M +$148K +2,736 +12%
WIA
745
World Investment Advisors
California
$1.24M +$14.7K +272 +1%
B
746
Bailard
California
$1.24M +$4.97K +92 +0.4%
CCG
747
Chatham Capital Group
Georgia
$1.24M
MF
748
Montis Financial
Massachusetts
$1.24M
AIM
749
Aspen Investment Management
Michigan
$1.24M +$4.32K +80 +0.3%
LCC
750
Lincoln Capital Corp
Rhode Island
$1.23M

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.