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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
CC
901
Courier Capital
New York
$723K +$4.32K +80 +0.5%
MA
902
MJP Associates
Connecticut
$719K -$79.3K -1,468 -9%
S
903
SignatureFD
Georgia
$718K +$4.75K +88 +0.6%
SWM
904
SigFig Wealth Management
California
$717K -$202K -3,736 -20%
DWMG
905
DB Wealth Management Group
California
$717K +$58.6K +1,084 +8%
HWM
906
Heirloom Wealth Management
Colorado
$716K +$713K +13,200 New
GSIS
907
Global Strategic Investment Solutions
Arizona
$710K +$2.16K +40 +0.3%
HFS
908
Heritage Financial Services
Massachusetts
$705K -$21.6K -400 -3%
GWM
909
Geneos Wealth Management
Colorado
$703K -$11.7K -216 -2%
SCA
910
Snowden Capital Advisors
New York
$703K +$40K +740 +5%
CF
911
Cantor Fitzgerald
New York
$698K +$766K +14,176 New
FCH
912
Freestone Capital Holdings
Washington
$697K -$121K -2,232 -14%
ORC
913
O'Rourke & Company
Massachusetts
$697K -$71.1K -1,316 -9%
BC
914
Bowman & Company
Wisconsin
$690K +$83.4K +1,544 +12%
FRA
915
Frank Rimerman Advisors
California
$689K -$5.62K -104 -0.7%
ECM
916
Evergreen Capital Management
Washington
$685K +$9.29K +172 +1%
MBT
917
Montecito Bank & Trust
California
$685K +$38.3K +708 +5%
BA
918
BCM Advisors
Louisiana
$681K +$140K +2,588 +24%
OFG
919
Oxford Financial Group
Indiana
$677K
NS
920
Newman & Schimel
Illinois
$675K -$57.7K -1,068 -7%
DFA
921
DHK Financial Advisors
New Hampshire
$675K
BWM
922
Benchmark Wealth Management
Connecticut
$675K +$63.8K +1,180 +9%
CT
923
Cambridge Trust
Massachusetts
$674K -$29.6K -548 -4%
EFG
924
Everhart Financial Group
Ohio
$673K -$17.7K -328 -2%
KF
925
Krilogy Financial
Missouri
$671K -$17.1K -316 -2%

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.