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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
MG
826
MilWealth Group
Wisconsin
$959K -$10.8K -200 -1%
MJRIC
827
Mogy Joel R Investment Counsel
California
$956K +$21.6K +400 +2%
EWM
828
Empirical Wealth Management
Washington
$955K -$439K -8,124 -30%
HPC
829
HM Payson & Co
Maine
$953K -$85.4K -1,580 -8%
RWRC
830
R.W. Roge & Company
New York
$939K -$14K -260 -1%
GLA
831
Good Life Advisors
Pennsylvania
$938K +$39.1K +724 +4%
GLA
832
Great Lakes Advisors
Illinois
$937K
CFG
833
Citizens Financial Group
Rhode Island
$933K +$19.2K +356 +2%
FB
834
Fulton Bank
Pennsylvania
$928K -$5.4K -100 -0.5%
SVWAG
835
Sound View Wealth Advisors Group
Georgia
$928K +$126K +2,336 +14%
AIFAIM
836
American Institute for Advanced Investment Management
Arizona
$927K -$315K -5,832 -24%
FAB
837
First American Bank
Illinois
$924K +$13.2K +244 +1%
HI
838
Harper Investing
California
$920K -$102K -1,880 -9%
SSWM
839
Smith Salley Wealth Management
North Carolina
$916K -$16K -296 -2%
OSAM
840
O'Shaughnessy Asset Management
Connecticut
$909K
CCA
841
Checchi Capital Advisers
California
$906K -$117K -2,172 -11%
GWA
842
GGM Wealth Advisors
Maryland
$906K +$79.5K +1,472 +9%
CBN
843
Cadence Bank NA
Texas
$894K +$34.4K +636 +4%
MWM
844
Maltin Wealth Management
New Jersey
$891K -$97K -1,796 -9%
CFFP
845
Center for Financial Planning
Michigan
$883K
SWM
846
Stockman Wealth Management
Montana
$879K -$58.4K -1,080 -6%
AWM
847
Aspire Wealth Management
Massachusetts
$878K -$36.5K -676 -4%
FBFS
848
First Business Financial Services
Wisconsin
$877K
CCG
849
Cypress Capital Group
Florida
$865K +$190K +3,516 +25%
MPCG
850
Matrix Private Capital Group
New York
$858K -$52.5K -972 -5%

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.