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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
LDB
976
Lee, Danner & Bass
Tennessee
$654K -$57.5K -980 -8%
AGP
977
Autumn Glory Partners
Texas
$654K
GP
978
Greenline Partners
New York
$654K +$645K +11,000 New
AA
979
Aufman Associates
Pennsylvania
$650K +$1.88K +32 +0.3%
VFA
980
Voya Financial Advisors
Connecticut
$649K -$229K -3,896 -27%
RWM
981
Rockwood Wealth Management
Pennsylvania
$647K +$413K +7,032 +183%
BBHC
982
Brown Brothers Harriman & Co
New York
$647K -$44.6K -760 -7%
FFM
983
Forum Financial Management
Illinois
$645K -$9.15K -156 -1%
VWA
984
V Wealth Advisors
Kansas
$645K +$5.87K +100 +0.9%
National Bank of Canada
985
National Bank of Canada
Quebec, Canada
$640K +$39K +664 +7%
CWC
986
Carolinas Wealth Consulting
North Carolina
$637K +$235 +4 +0%
CA
987
Crewe Advisors
Utah
$635K +$40.4K +688 +7%
BWP
988
BSW Wealth Partners
Colorado
$622K -$31.4K -536 -5%
TWC
989
TD Waterhouse Canada
Ontario, Canada
$621K -$339K -5,780 -37%
SFO
990
Stokes Family Office
Louisiana
$618K -$2.35K -40 -0.4%
AWA
991
Aletheian Wealth Advisors
Washington
$615K
AG
992
Ascent Group
Virginia
$615K +$77K +1,312 +15%
JPLA
993
Joseph P. Lucia & Associates
New York
$614K +$211K +3,592 +53%
ML
994
Mayport LLC
Massachusetts
$613K
HGWM
995
Horst & Graben Wealth Management
Oregon
$611K -$3.29K -56 -0.5%
AWC
996
Adamsbrown Wealth Consultants
Kansas
$609K +$33.6K +572 +6%
HIP
997
HUB Investment Partners
Texas
$608K -$29.1K -496 -5%
SC
998
Slow Capital
California
$607K -$46.7K -796 -7%
VFPW
999
Vantage Financial Partners (Wisconsin)
Wisconsin
$605K +$25.1K +428 +4%
BAS
1000
Brown Advisory Securities
Maryland
$604K

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.