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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
ORC
876
O'Rourke & Company
Massachusetts
$920K +$17.6K +300 +2%
SAS
877
Sanford Advisory Services
Michigan
$919K +$25.8K +440 +3%
TA
878
Trellis Advisors
Washington
$912K +$29.3K +500 +3%
SF
879
Symphony Financial
Texas
$909K +$907K +15,452 New
IAG
880
Investmark Advisory Group
Connecticut
$906K
AA
881
Aire Advisors
California
$905K +$235 +4 +0%
OA
882
Oxbow Advisors
Texas
$904K
NCMW
883
Northern Capital Management (Washington)
Washington
$903K +$115K +1,960 +15%
IA
884
IFG Advisors
Missouri
$900K +$2.82K +48 +0.3%
FCBT
885
First Citizens Bank & Trust
North Carolina
$900K +$57.5K +980 +7%
MWM
886
Mission Wealth Management
California
$896K +$42.2K +720 +5%
TCOV
887
Trust Company of Vermont
Vermont
$894K +$26.5K +452 +3%
V
888
VeraBank
Texas
$894K +$62K +1,056 +8%
MCM
889
Mitchell Capital Management
Kansas
$892K
SWP
890
Summit Wealth Partners
Florida
$883K +$46K +784 +6%
PL
891
Plancorp LLC
Missouri
$882K +$391K +6,664 +82%
NS
892
Newman & Schimel
Illinois
$879K +$50.7K +864 +6%
HFS
893
Heritage Financial Services
Massachusetts
$876K +$37.8K +644 +5%
CFO
894
Collective Family Office
Pennsylvania
$868K -$670K -11,412 -44%
CC
895
Courier Capital
New York
$868K +$37.8K +644 +5%
WFA
896
Wipfli Financial Advisors
Wisconsin
$863K +$852K +14,520 New
WCM
897
WealthBridge Capital Management
Ohio
$863K -$22.1K -376 -3%
S
898
SignatureFD
Georgia
$861K +$81K +1,380 +11%
GSIS
899
Global Strategic Investment Solutions
Arizona
$855K
GWM
900
Geneos Wealth Management
Colorado
$851K -$10.6M -179,968 -93%

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.