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Vanguard Morningstar Mid-Cap ETF

1,573 hedge funds and large institutions have $34.2B invested in Vanguard Morningstar 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
SWM
801
Segment Wealth Management
Texas
$1.22M +$1.41K +24 +0.1%
CWA
802
CJM Wealth Advisers
Virginia
$1.22M +$235 +4 +0%
RSVP
803
Ramsay Stattman Vela & Price
Colorado
$1.2M
SEP
804
Southland Equity Partners
Missouri
$1.2M +$136K +2,316 +13%
IC
805
IEQ Capital
California
$1.19M +$29.1K +496 +3%
MWM
806
Maltin Wealth Management
New Jersey
$1.18M +$10.1K +172 +0.9%
WJWM
807
Williams Jones Wealth Management
New York
$1.18M +$23.5K +400 +2%
MG
808
MilWealth Group
Wisconsin
$1.17M -$469 -8 -0%
ECM
809
EagleClaw Capital Management
Massachusetts
$1.17M
UWM
810
USAdvisors Wealth Management
Minnesota
$1.16M +$1.14M +19,452 New
GWAM
811
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.15M +$38K +648 +3%
RWRC
812
R.W. Roge & Company
New York
$1.15M -$4.93K -84 -0.4%
HT
813
HighTower Trust
Texas
$1.15M
First Manhattan
814
First Manhattan
New York
$1.14M +$32.4K +552 +3%
AWA
815
Alta Wealth Advisors
Massachusetts
$1.14M -$46.2K -788 -4%
GLA
816
Great Lakes Advisors
Illinois
$1.13M +$34.3K +584 +3%
MJRIC
817
Mogy Joel R Investment Counsel
California
$1.13M
CCA
818
Checchi Capital Advisers
California
$1.13M +$520K +8,860 +88%
FB
819
Fulton Bank
Pennsylvania
$1.13M -$55.9K -952 -5%
SWM
820
Stockman Wealth Management
Montana
$1.13M -$210K -3,576 -16%
SSWM
821
Smith Salley Wealth Management
North Carolina
$1.12M -$14.3K -244 -1%
EP
822
Eudaimonia Partners
Tennessee
$1.12M +$1.11M +18,852 New
CFG
823
Citizens Financial Group
Rhode Island
$1.1M +$80.3K +1,368 +8%
SWA
824
Strategies Wealth Advisors
Michigan
$1.1M +$628K +10,708 +136%
FAB
825
First American Bank
Illinois
$1.1M +$1.09M +18,520 New

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 Morningstar 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 Morningstar Mid-Cap ETF (VO) as of Q1 2022, down from 1,578 in Q4 2021.
  • Funds reported $34.2B of Vanguard Morningstar Mid-Cap ETF stock for Q1 2022, down 3.5% quarter-over-quarter.
  • 126 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q1 2022 and 110 closed out, a net change of +16 holders.
  • The largest Vanguard Morningstar Mid-Cap ETF buyer in Q1 2022 was Wells Fargo, an estimated $591M added.
  • The largest Vanguard Morningstar Mid-Cap ETF seller in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $606M sold.

Based on aggregated 13F filings for Q1 2022.