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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
WA
851
WBH Advisory
Maryland
$857K -$45.4K -840 -5%
KCM
852
Karp Capital Management
California
$854K +$937K +17,344 New
MFA
853
McClarren Financial Advisors
Pennsylvania
$850K -$4.99M -92,444 -84%
TA
854
TFG Advisers
Michigan
$846K -$6.48K -120 -0.7%
FCBT
855
First Citizens Bank & Trust
North Carolina
$845K +$109K +2,020 +13%
DI
856
Disciplined Investments
Oklahoma
$842K -$56.8K -1,052 -6%
SF
857
SBK Financial
Virginia
$842K
DFA
858
Delta Financial Advisors
Louisiana
$842K +$864 +16 +0.1%
GIM
859
Goelzer Investment Management
Indiana
$839K +$476K +8,816 +107%
B
860
Brightworth
Georgia
$831K -$343K -6,352 -27%
LFS
861
Lutz Financial Services
Nebraska
$830K +$276K +5,112 +43%
PCA
862
Pallas Capital Advisors
Massachusetts
$826K -$21.2K -392 -2%
BFA
863
Bluestem Financial Advisors
Illinois
$824K -$7.56K -140 -0.8%
WA
864
Wealth Architects
California
$824K
AP
865
Americana Partners
Texas
$821K +$19.2K +356 +2%
PWA
866
Peterson Wealth Advisors
Utah
$821K +$50.6K +936 +6%
RT
867
Rockland Trust
Massachusetts
$817K +$32.6K +604 +4%
GWM
868
Greenhouse Wealth Management
Connecticut
$812K +$17.1K +316 +2%
EFSCE
869
Enterprise Financial Services Corp (EFSC)
Missouri
$807K -$9.51K -176 -1%
SWM
870
Selective Wealth Management
Virginia
$805K +$858K +15,876 +3,364%
LA
871
LexAurum Advisors
Kansas
$803K +$25.3K +468 +3%
BHIA
872
Birch Hill Investment Advisors
Massachusetts
$801K
MWM
873
Mission Wealth Management
California
$797K +$59.6K +1,104 +7%
IA
874
IFG Advisors
Missouri
$793K +$52.1K +964 +6%
TSWM
875
Triangle Securities Wealth Management
North Carolina
$782K

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.