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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
GWA
851
GGM Wealth Advisors
Maryland
$991K +$52.3K +892 +6%
SIS
852
SVB Investment Services
Utah
$987K +$235 +4 +0%
EFSCE
853
Enterprise Financial Services Corp (EFSC)
Missouri
$985K +$12.9K +220 +1%
SVWAG
854
Sound View Wealth Advisors Group
Georgia
$981K +$402K +6,848 +71%
FCH
855
Freestone Capital Holdings
Washington
$975K -$2.75M -46,932 -74%
BFO
856
Boston Family Office
Massachusetts
$974K +$249K +4,240 +35%
IPW
857
Intergy Private Wealth
Colorado
$970K +$433K +7,388 +83%
BHIA
858
Birch Hill Investment Advisors
Massachusetts
$968K -$3.52K -60 -0.4%
LA
859
Legacy Advisors
Pennsylvania
$966K +$474K +8,072 +99%
FS
860
Ferguson Shapiro
Georgia
$963K +$950K +16,200 New
GWM
861
Greenhouse Wealth Management
Connecticut
$962K -$235 -4 -0%
MWM
862
Meridian Wealth Management
Kentucky
$956K +$7.74K +132 +0.8%
MA
863
MJP Associates
Connecticut
$955K +$12.2K +208 +1%
PCA
864
Pallas Capital Advisors
Massachusetts
$954K -$180K -3,068 -16%
ADL
865
Asset Dedication LLC
California
$953K -$15.3K -260 -2%
AP
866
Americana Partners
Texas
$950K +$356K +6,076 +59%
RT
867
Rockland Trust
Massachusetts
$949K -$34.5K -588 -4%
TSWM
868
Triangle Securities Wealth Management
North Carolina
$944K
LA
869
LexAurum Advisors
Kansas
$942K +$143K +2,440 +18%
VPIM
870
Vanguard Personalized Indexing Management
California
$940K -$75.6K -1,288 -8%
PWA
871
Peterson Wealth Advisors
Utah
$936K -$95K -1,620 -9%
WTB
872
Washington Trust Bank
Washington
$934K +$131K +2,228 +17%
MAM
873
Marotta Asset Management
Virginia
$933K -$2.82K -48 -0.3%
TC
874
Titleist Capital
Texas
$926K +$703K +11,976 +332%
SVCP
875
Silicon Valley Capital Partners
California
$925K +$1.64K +28 +0.2%

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.