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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
IMOV
926
Investment Management of Virginia
Virginia
$670K
Lazard Asset Management
927
Lazard Asset Management
New York
$669K
NB
928
Nicolet Bankshares
Wisconsin
$668K +$309K +5,720 +73%
FNB
929
Farmers National Bank
Kentucky
$659K +$34.8K +644 +5%
AFA
930
American Financial Advisors
Georgia
$658K +$456K +8,440 +172%
CFC
931
Coyle Financial Counsel
Illinois
$656K +$312K +5,776 +92%
CC
932
Callan Capital
California
$652K -$1.59M -29,512 -69%
ICP
933
Interchange Capital Partners
Pennsylvania
$652K +$185K +3,428 +35%
CFMC
934
Curbstone Financial Management Corp
New Hampshire
$650K
MSS
935
Mitchell Sinkler & Starr
Pennsylvania
$650K
FDCDDQ
936
Federation des caisses Desjardins du Quebec
Quebec, Canada
$646K
IWA
937
Inspirion Wealth Advisors
Illinois
$646K
LPIC
938
LeJeune Puetz Investment Counsel
Michigan
$646K
SIG
939
Stonegate Investment Group
Alabama
$635K -$43.2K -800 -6%
NCMW
940
Northern Capital Management (Washington)
Washington
$630K -$129K -2,380 -16%
FA
941
Faithward Advisors
Pennsylvania
$626K -$32.6K -604 -5%
PC
942
Pecaut & Co
Iowa
$624K +$143K +2,648 +26%
BWCS
943
Beirne Wealth Consulting Services
Connecticut
$624K +$200K +3,704 +41%
FI
944
Financial Insights
Washington
$616K +$676K +12,512 New
RWM
945
Ritholtz Wealth Management
New York
$615K -$34.8K -644 -5%
OPS
946
Orion Portfolio Solutions
Nebraska
$613K +$167K +3,096 +33%
TF
947
Tompkins Financial
New York
$612K
PWM
948
Paulson Wealth Management
Illinois
$612K +$5.62K +104 +0.8%
SBIA
949
Sheaff Brock Investment Advisors
Indiana
$611K +$3.67K +68 +0.6%
Renaissance Technologies
950
Renaissance Technologies
New York
$611K +$670K +12,400 New

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.