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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
TW
776
TrinityPoint Wealth
Connecticut
$1.07M +$1.67K +32 +0.1%
DWT
777
Dorsey & Whitney Trust
South Dakota
$1.07M
UWM
778
USAdvisors Wealth Management
Minnesota
$1.06M +$122K +2,332 +11%
RWM
779
Refined Wealth Management
Utah
$1.06M +$1.25K +24 +0.1%
CW
780
CreativeOne Wealth
Kansas
$1.06M -$148K -2,836 -11%
LWMNY
781
Landmark Wealth Management (New York)
New York
$1.06M +$1.18M +22,500 New
BFA
782
Beacon Financial Advisory
Ohio
$1.06M +$93.9K +1,796 +9%
WFA
783
West Financial Advisors
Iowa
$1.05M +$40.8K +780 +4%
EB
784
Eastern Bank
Massachusetts
$1.05M -$263K -5,032 -18%
VNB
785
Virginia National Bank
Virginia
$1.05M -$12.8K -244 -1%
CAM
786
Chandler Asset Management
California
$1.04M
BFO
787
Boston Family Office
Massachusetts
$1.04M +$55.4K +1,060 +5%
AR
788
Advisory Research
Illinois
$1.03M
SWA
789
Sutton Wealth Advisors
Florida
$1.03M -$1.25K -24 -0.1%
CPWM
790
Cypress Point Wealth Management
Texas
$1.03M +$3.55K +68 +0.3%
CDIA
791
Capital Directions Investment Advisors
Georgia
$1.03M -$1.15M -21,920 Closed
MWPCG
792
Measured Wealth Private Client Group
New Hampshire
$1.02M -$57.9K -1,108 -5%
KWS
793
Keystone Wealth Services
California
$1.01M +$21.9K +420 +2%
KF
794
Krilogy Financial
Missouri
$1.01M +$412K +7,888 +58%
HNW
795
High Note Wealth
Minnesota
$1.01M -$55.2K -1,056 -5%
CIA
796
Compass Ion Advisors
Pennsylvania
$1.01M -$15.9K -304 -1%
CT
797
Cambridge Trust
Massachusetts
$1M +$399K +7,640 +56%
SOS
798
Silver Oak Securities
Tennessee
$993K +$213K +4,080 +27%
SFG
799
StrategIQ Financial Group
Indiana
$991K -$158K -3,032 -13%
SIC
800
Sigma Investment Counselors
Michigan
$989K +$28K +536 +3%

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.