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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
TTWM
76
TCV Trust & Wealth Management
Virginia
$32.1M +$812K +15,028 +2%
CWM
77
Connecticut Wealth Management
Connecticut
$31.6M +$603K +11,152 +2%
CI
78
CX Institutional
Indiana
$31.5M -$6.89M -127,472 -17%
EH
79
Equitable Holdings
New York
$31.5M +$5.01M +92,740 +17%
BlackRock
80
BlackRock
New York
$31.1M +$622K +11,504 +2%
ACM
81
Alpha Capital Management
Texas
$31M +$1.4M +25,872 +4%
AFAS
82
Acorn Financial Advisory Services
Virginia
$30.9M +$1.37M +25,328 +4%
LIM
83
Leavell Investment Management
Alabama
$29.6M +$260K +4,808 +0.8%
Financial Engines Advisors
84
Financial Engines Advisors
California
$29.2M +$752K +13,912 +2%
BFPW
85
BOK Financial Private Wealth
Colorado
$28.8M +$216K +3,996 +0.7%
CAN
86
Cetera Advisor Networks
California
$28.6M +$6.53M +120,876 +26%
FC
87
Fulcrum Capital
Washington
$28.5M +$31.3M +578,756 New
RWMH
88
Riverpoint Wealth Management Holdings
Illinois
$28.5M +$464K +8,580 +2%
AT
89
American Trust
Kentucky
$28.4M +$65.3K +1,208 +0.2%
AllianceBernstein
90
AllianceBernstein
Tennessee
$28.3M +$6.21M +114,956 +25%
G
91
GenTrust
Florida
$27.7M +$4.8M +88,772 +19%
ME
92
McIlrath & Eck
Washington
$27.5M +$415K +7,676 +1%
DJSG
93
D.J. St. Germain
Massachusetts
$27.3M -$844K -15,628 -3%
CWM
94
Cranbrook Wealth Management
Michigan
$27.2M +$1.65M +30,504 +6%
CA
95
Cetera Advisors
Colorado
$27.1M +$8.78M +162,560 +42%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$27M +$169K +3,128 +0.6%
FHA
97
First Horizon Advisors
Tennessee
$26.8M +$25.9M +480,060 +740%
PCTC
98
Perkins Coie Trust Company
Washington
$26.6M +$556K +10,288 +2%
SDWMA
99
Schneider Downs Wealth Management Advisors
Pennsylvania
$25.7M -$87.7K -1,624 -0.3%
FWIA
100
Fort Washington Investment Advisors
Ohio
$25.6M +$285K +5,284 +1%

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.