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Vanguard Mid-Cap ETF

1,499 hedge funds and large institutions have $30.2B invested in Vanguard Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 703 increasing their positions, 470 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $5.49M

50% more repeat investments, than reductions

Existing positions increased: 703 | Existing positions reduced: 470

7% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 75

2% more capital invested

Capital invested by funds: $29.5B → $30.2B (+$690M)

1% less funds holding in top 10

Funds holding in top 10: 179178 (-1)

1% less funds holding

Funds holding: 1,5181,499 (-19)

2.34% less ownership

Funds ownership: 253.22%250.88% (-2.3%)

Holders
1,499
Holders Change
-19
Holders Change %
-1.25%
% of All Funds
25.82%
Holding in Top 10
178
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.56%
% of All Funds
3.07%
New
80
Increased
703
Reduced
470
Closed
75
Calls
$19.4M
Puts
$5.49M
Net Calls
+$13.9M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
76
Venture Visionary Partners
Ohio
$33M +$704K +13,480 +2%
KAS
77
Kestra Advisory Services
Texas
$32.7M -$17.3M -331,156 -32%
EH
78
Equitable Holdings
New York
$32.6M +$2.89M +55,248 +9%
CWM
79
Connecticut Wealth Management
Connecticut
$31.7M +$1.69M +32,260 +5%
AFG
80
Arkansas Financial Group
Arkansas
$31.6M +$1.04M +19,984 +3%
TTWM
81
TCV Trust & Wealth Management
Virginia
$31.2M +$560K +10,720 +2%
AF
82
Arrow Financial
New York
$31.1M -$338K -6,464 -1%
NA
83
NewEdge Advisors
Louisiana
$31M +$10.1M +192,964 +41%
AFAS
84
Acorn Financial Advisory Services
Virginia
$30.8M +$1.44M +27,616 +4%
ACM
85
Alpha Capital Management
Texas
$30.5M +$966K +18,492 +3%
CA
86
Cetera Advisors
Colorado
$30.2M +$4.86M +93,088 +17%
CAN
87
Cetera Advisor Networks
California
$29M +$1.91M +36,544 +6%
AWM
88
AE Wealth Management
Kansas
$28.5M +$12M +230,324 +61%
LIM
89
Leavell Investment Management
Alabama
$28.4M +$154K +2,940 +0.5%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$28.4M +$6.63M +126,876 +27%
AT
91
American Trust
Kentucky
$27.6M +$608K +11,632 +2%
RWMH
92
Riverpoint Wealth Management Holdings
Illinois
$27.5M +$397K +7,600 +1%
BFPW
93
BOK Financial Private Wealth
Colorado
$27.4M -$121K -2,308 -0.4%
DJSG
94
D.J. St. Germain
Massachusetts
$27.3M
BWFA
95
Baltimore-Washington Financial Advisors
Maryland
$27.2M +$14.8M +282,272 +102%
AllianceBernstein
96
AllianceBernstein
Tennessee
$27.1M +$122K +2,344 +0.4%
Financial Engines Advisors
97
Financial Engines Advisors
California
$26.4M -$1.57M -30,100 -5%
CWM
98
Cranbrook Wealth Management
Michigan
$26.1M +$184K +3,516 +0.6%
G
99
GenTrust
Florida
$26.1M -$385K -7,376 -1%
PCTC
100
Perkins Coie Trust Company
Washington
$25.8M +$448K +8,564 +2%

VO Hedge Fund Activity: Q3 2022 in Review

1,499 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2022, worth a combined $30.2B — up 2.3% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VO positions and 75 closed out — a net gain of 5 holders — while 703 added to existing stakes and 470 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $68.4M. The largest seller was Bank of America, cutting an estimated $212M.

  • 1,499 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2022, down from 1,518 in Q2 2022.
  • Funds reported $30.2B of Vanguard Mid-Cap ETF stock for Q3 2022, up 2.3% quarter-over-quarter.
  • 80 funds opened new Vanguard Mid-Cap ETF positions in Q3 2022 and 75 closed out, a net change of +5 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2022 was Goldman Sachs, an estimated $68.4M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2022 was Bank of America, an estimated $212M sold.

Based on aggregated 13F filings for Q3 2022.