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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
BA
1001
BCM Advisors
Louisiana
$601K +$704 +12 +0.1%
PO
1002
Private Ocean
California
$600K
GG
1003
Gofen & Glossberg
Illinois
$599K -$117K -2,000 -17%
QCG
1004
Quadrant Capital Group
Ohio
$598K -$20.7K -352 -3%
PC
1005
Pecaut & Co
Iowa
$596K +$493K +8,408 +520%
ACA
1006
Atlas Capital Advisors
Wyoming
$595K +$17.8K +304 +3%
T
1007
TNF
Montana
$595K -$2.11K -36 -0.3%
WAM
1008
WNY Asset Management
New York
$589K -$162K -2,760 -22%
ICP
1009
Interchange Capital Partners
Pennsylvania
$584K +$41.3K +704 +8%
MC
1010
Moors & Cabot
Massachusetts
$580K -$12.4K -212 -2%
DI
1011
Diligent Investors
California
$580K -$4.46K -76 -0.8%
TAM
1012
Townsend Asset Management
North Carolina
$580K +$1.64K +28 +0.3%
HAS
1013
HBW Advisory Services
California
$573K +$2.82K +48 +0.5%
MPW
1014
Monterey Private Wealth
California
$572K +$542K +9,232 +104%
WFA
1015
Wellspring Financial Advisors
Ohio
$570K -$138K -2,360 -20%
LNWWM
1016
Laird Norton Wetherby Wealth Management
California
$569K -$35.4K -604 -6%
WDG
1017
Wealth Dimensions Group
Ohio
$569K +$561K +9,568 New
AWM
1018
Accel Wealth Management
Iowa
$568K -$83.8K -1,428 -13%
AWA
1019
Acorn Wealth Advisors
Michigan
$568K -$17.4K -296 -3%
CWM
1020
Cahaba Wealth Management
Georgia
$568K +$390K +6,644 +178%
RFN
1021
Redwood Financial Network
Ohio
$567K +$560K +9,540 New
CAM
1022
Crestone Asset Management
Colorado
$565K
KFP
1023
KMG Fiduciary Partners
Ohio
$564K -$5.63K -96 -1%
SBH
1024
Segall Bryant & Hamill
Illinois
$563K +$555K +9,460 New
GD
1025
Grandfield & Dodd
New York
$560K +$109K +1,860 +25%

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.