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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
CT
901
Cambridge Trust
Massachusetts
$846K -$269K -4,588 -24%
CFIA
902
Cantor Fitzgerald Investment Advisors
New York
$841K +$15K +256 +2%
FRA
903
Frank Rimerman Advisors
California
$839K +$291K +4,964 +54%
OFS
904
Oldfather Financial Services
Nebraska
$836K +$47.4K +808 +6%
RCAG
905
Rehmann Capital Advisory Group
Michigan
$833K +$64.8K +1,104 +9%
EFG
906
Everhart Financial Group
Ohio
$832K -$26.8K -456 -3%
KF
907
Krilogy Financial
Missouri
$830K -$20.7K -352 -2%
BRC
908
Bell Rock Capital
Delaware
$829K +$36.8K +628 +5%
BHIC
909
Bassett Hargrove Investment Counsel
Delaware
$820K +$21.1K +360 +3%
ECM
910
Evergreen Capital Management
Washington
$817K
FCC
911
Flower City Capital
New York
$817K +$24.9K +424 +3%
OFG
912
Oxford Financial Group
Indiana
$817K +$193K +3,288 +31%
TWP
913
Transparent Wealth Partners
Arkansas
$815K -$10.5M -178,124 -93%
AUB
914
Atlantic Union Bankshares
Virginia
$815K -$23.5K -400 -3%
DFA
915
DHK Financial Advisors
New Hampshire
$815K +$5.63K +96 +0.7%
SIG
916
Stonegate Investment Group
Alabama
$814K +$168K +2,864 +26%
IMOV
917
Investment Management of Virginia
Virginia
$809K
Lazard Asset Management
918
Lazard Asset Management
New York
$808K
CW
919
Cook Wealth
North Carolina
$806K +$154K +2,632 +22%
SCA
920
Snowden Capital Advisors
New York
$805K +$628K +10,708 +378%
DWMG
921
DB Wealth Management Group
California
$801K +$5.16K +88 +0.7%
MFG
922
Merit Financial Group
Georgia
$799K +$481K +8,192 +156%
FA
923
Faithward Advisors
Pennsylvania
$792K -$30.3K -516 -4%
CFMC
924
Curbstone Financial Management Corp
New Hampshire
$785K
MBT
925
Montecito Bank & Trust
California
$785K +$30.5K +520 +4%

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.