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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
MSS
926
Mitchell Sinkler & Starr
Pennsylvania
$784K +$20.7K +352 +3%
BI
927
Berkeley Inc
Idaho
$780K +$770K +13,128 New
FDCDDQ
928
Federation des caisses Desjardins du Quebec
Quebec, Canada
$780K +$23.5K +400 +3%
LPIC
929
LeJeune Puetz Investment Counsel
Michigan
$780K
IWA
930
Inspirion Wealth Advisors
Illinois
$780K +$3.52K +60 +0.5%
RWM
931
Ritholtz Wealth Management
New York
$780K +$38.7K +660 +5%
MFWM
932
Motley Fool Wealth Management
Virginia
$778K -$103K -1,764 -12%
ONB
933
Old National Bancorp
Indiana
$767K +$105K +1,796 +16%
SHFA
934
SC&H Financial Advisors
Maryland
$759K
FNB
935
Farmers National Bank
Kentucky
$758K -$469 -8 -0.1%
SWM
936
SFG Wealth Management
Maryland
$756K -$57.5K -980 -7%
9WM
937
9258 Wealth Management
Ohio
$750K +$314K +5,348 +74%
BWM
938
Benchmark Wealth Management
Connecticut
$745K
BC
939
Bowman & Company
Wisconsin
$742K +$453K +7,716 +162%
WFS
940
Weitzel Financial Services
Iowa
$742K -$4.19M -71,384 -85%
RMCM
941
Reynders McVeigh Capital Management
Massachusetts
$739K +$512K +8,724 +235%
TF
942
Tompkins Financial
New York
$738K +$75.1K +1,280 +11%
ACP
943
Ashfield Capital Partners
California
$736K -$9.86K -168 -1%
Deutsche Bank
944
Deutsche Bank
Germany
$736K
SC
945
Schoolcraft Capital
Colorado
$736K +$469 +8 +0.1%
SBIA
946
Sheaff Brock Investment Advisors
Indiana
$733K +$133K +2,260 +22%
PWM
947
Paulson Wealth Management
Illinois
$732K -$3.75K -64 -0.5%
OFP
948
OLIO Financial Planning
Virginia
$731K +$77.4K +1,320 +12%
SCG
949
Sonata Capital Group
Washington
$718K -$117K -2,000 -14%
FMTCOCP
950
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$718K +$440K +7,500 +164%

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.