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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
TFF
951
The Family Firm
Maryland
$709K +$81.2K +1,384 +13%
LRIA
952
Leonard Rickey Investment Advisors
Washington
$705K -$30.7K -524 -4%
TCM
953
Tradewinds Capital Management
Washington
$700K +$704 +12 +0.1%
FFG
954
Fullen Financial Group
Ohio
$700K +$1.17K +20 +0.2%
VFIC
955
Valley Forge Investment Consultants
Pennsylvania
$699K -$77.9K -1,328 -10%
LFS
956
Lutz Financial Services
Nebraska
$699K +$469 +8 +0.1%
PAM
957
Private Asset Management
California
$696K -$54K -920 -7%
FAG
958
Fortitude Advisory Group
Washington
$691K +$27.7K +472 +4%
CCFM
959
Clear Creek Financial Management
Washington
$690K -$98.1K -1,672 -13%
GSWM
960
Golden State Wealth Management
California
$690K +$33.3K +568 +5%
ACA
961
Aptus Capital Advisors
Alabama
$690K +$53.3K +908 +8%
MPM
962
Meritage Portfolio Management
Kansas
$689K
SWP
963
Strategic Wealth Partners
Ohio
$680K -$8.21K -140 -1%
TSS
964
Two Sigma Securities
New York
$679K +$670K +11,416 New
RIA
965
Realta Investment Advisors
Delaware
$678K +$469 +8 +0.1%
DDC
966
DF Dent & Co
Maryland
$677K
BFS
967
Bard Financial Services
Connecticut
$675K
GLLW
968
Graves Light Lenhart Wealth
Virginia
$670K
SFP
969
Sterling Financial Planning
New Jersey
$669K -$19.5K -332 -3%
WG
970
Welch Group
Alabama
$669K +$5.4K +92 +0.8%
LB
971
Leo Brokerage
Texas
$668K +$659K +11,228 New
SWM
972
SeaCrest Wealth Management
New York
$667K +$38.7K +660 +6%
VFA
973
Valeo Financial Advisors
Indiana
$667K +$6.21M +105,796 +1,212%
IC
974
Intersect Capital
California
$664K
CIBC World Market
975
CIBC World Market
Ontario, Canada
$657K -$27.2K -464 -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.