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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
ACP
951
Ashfield Capital Partners
California
$610K
Deutsche Bank
952
Deutsche Bank
Germany
$610K
GW
953
GW & Wade
Massachusetts
$607K +$196K +3,636 +42%
SWP
954
Summit Wealth Partners
Florida
$603K -$140K -2,600 -18%
SC
955
Schoolcraft Capital
Colorado
$601K -$9.51K -176 -1%
VWA
956
V Wealth Advisors
Kansas
$598K +$70.5K +1,304 +12%
SCG
957
Sonata Capital Group
Washington
$595K
FNBSF
958
First National Bank Sioux Falls
South Dakota
$593K +$327K +6,052 +101%
IFPL
959
Investments & Financial Planning LLC
Kentucky
$591K +$648K +11,992 New
TFF
960
The Family Firm
Maryland
$589K +$1.95K +36 +0.3%
RIA
961
Realta Investment Advisors
Delaware
$587K +$19.5K +360 +3%
AG
962
Ascent Group
Virginia
$585K +$27.7K +512 +5%
FFG
963
Fullen Financial Group
Ohio
$584K +$4.75K +88 +0.7%
CA
964
Crewe Advisors
Utah
$582K +$61.6K +1,140 +11%
HGWM
965
Horst & Graben Wealth Management
Oregon
$582K +$83.4K +1,544 +15%
HAS
966
HBW Advisory Services
California
$582K +$117K +2,172 +23%
LRIA
967
Leonard Rickey Investment Advisors
Washington
$581K -$3.03K -56 -0.5%
VFIC
968
Valley Forge Investment Consultants
Pennsylvania
$575K -$3.67K -68 -0.6%
FAG
969
Fortitude Advisory Group
Washington
$575K +$3.46K +64 +0.6%
VFA
970
Valeo Financial Advisors
Indiana
$574K -$5.56M -102,864 -90%
MPM
971
Meritage Portfolio Management
Kansas
$571K
WG
972
Welch Group
Alabama
$569K +$16.6K +308 +3%
DDC
973
DF Dent & Co
Maryland
$560K
BFS
974
Bard Financial Services
Connecticut
$559K
LFAS
975
Level Four Advisory Services
Texas
$552K +$172K +3,176 +40%

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.