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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
SFS
1001
Security Financial Services
Indiana
$503K +$187K +3,452 +51%
DWM
1002
Dakota Wealth Management
Florida
$501K +$263K +4,864 +92%
BWP
1003
BSW Wealth Partners
Colorado
$500K -$16.2K -300 -3%
SC
1004
Slow Capital
California
$500K -$2.59K -48 -0.5%
IAIM
1005
Industrial Alliance Investment Management
Quebec, Canada
$500K +$174K +3,228 +47%
CCFM
1006
Clear Creek Financial Management
Washington
$499K -$79.5K -1,472 -13%
AWC
1007
Adamsbrown Wealth Consultants
Kansas
$499K -$5.19K -96 -0.9%
PO
1008
Private Ocean
California
$497K
TWC
1009
TD Waterhouse Canada
Ontario, Canada
$497K -$24.9K -460 -5%
NLP
1010
Next Level Private
New York
$496K -$960K -17,772 -64%
GG
1011
Gofen & Glossberg
Illinois
$496K
CWM
1012
Chemistry Wealth Management
New York
$496K +$89.5K +1,656 +20%
VFPW
1013
Vantage Financial Partners (Wisconsin)
Wisconsin
$494K -$7.13K -132 -1%
TP
1014
Tranquility Partners
Tennessee
$491K +$340K +6,296 +171%
LNWWM
1015
Laird Norton Wetherby Wealth Management
California
$489K +$19.5K +360 +4%
D
1016
Dentgroup
Louisiana
$488K +$96.6K +1,788 +22%
BBHC
1017
Brown Brothers Harriman & Co
New York
$487K -$53K -980 -9%
LFA
1018
LifeGuide Financial Advisors
Pennsylvania
$486K +$143K +2,648 +37%
Citadel Advisors
1019
Citadel Advisors
Florida
$484K -$1.07M -19,772 -67%
GAM
1020
Gould Asset Management
California
$480K +$526K +9,744 New
DI
1021
Diligent Investors
California
$474K -$7.78K -144 -1%
WA
1022
WP Advisors
California
$473K +$160K +2,956 +44%
WEG
1023
World Equity Group
Illinois
$473K +$42.6K +788 +9%
BI
1024
Berkeley Inc
Idaho
$472K -$191K -3,540 -27%
AWM
1025
Accel Wealth Management
Iowa
$471K -$2.81K -52 -0.5%

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.