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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
SWA
776
Sutton Wealth Advisors
Florida
$1.08M +$10.8K +200 +0.9%
CDIA
777
Capital Directions Investment Advisors
Georgia
$1.08M
CPWM
778
Cypress Point Wealth Management
Texas
$1.08M -$133K -2,456 -10%
PBF
779
Petix & Botte Financial
California
$1.07M -$1.16M -21,556 -50%
CIA
780
Compass Ion Advisors
Pennsylvania
$1.07M +$24.6K +456 +2%
WFA
781
West Financial Advisors
Iowa
$1.06M +$25.9K +480 +2%
ACM
782
AlphaStar Capital Management
North Carolina
$1.06M +$864K +15,996 +285%
BTW
783
Boston Trust Walden
Massachusetts
$1.06M -$68.7K -1,272 -6%
CFO
784
Collective Family Office
Pennsylvania
$1.06M +$370K +6,856 +47%
FLA
785
Financial Life Advisors
Texas
$1.05M +$19K +352 +2%
NDSI
786
Newman Dignan & Sheerar Inc
Rhode Island
$1.05M +$228K +4,216 +25%
SEP
787
Southland Equity Partners
Missouri
$1.04M +$52.5K +972 +5%
HNW
788
High Note Wealth
Minnesota
$1.04M -$8K -148 -0.7%
KWS
789
Keystone Wealth Services
California
$1.04M -$236K -4,376 -17%
BFO
790
Boston Family Office
Massachusetts
$1.04M +$254K +4,700 +29%
HKIMG
791
Hutchens & Kramer Investment Management Group
Indiana
$1.04M -$34.8K -644 -3%
AL
792
Aspiriant LLC
California
$1.03M -$113K -2,096 -9%
HWA
793
Heritage Wealth Advisors
Virginia
$1.03M
HC
794
HNP Capital
New York
$1.03M -$168K -3,116 -13%
BFO
795
Biltmore Family Office
North Carolina
$1.02M
CPO
796
Cerity Partners OCIO
New York
$1.02M -$10.2K -188 -0.9%
JCM
797
J2 Capital Management
Michigan
$1.02M -$46K -852 -4%
BFA
798
Beacon Financial Advisory
Ohio
$1.02M +$864 +16 +0.1%
RIM
799
Reynolds Investment Management
South Carolina
$1.02M +$2.38K +44 +0.2%
BA
800
Bridgewater Advisors
New York
$1.01M

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.