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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
SFP
1001
Sterling Financial Planning
New Jersey
$490K -$20.7K -396 -4%
VFPW
1002
Vantage Financial Partners (Wisconsin)
Wisconsin
$489K +$19.4K +372 +4%
WA
1003
WP Advisors
California
$488K +$40.6K +776 +8%
AWA
1004
Aletheian Wealth Advisors
Washington
$486K
AG
1005
Ascent Group
Virginia
$485K -$69.6K -1,332 -12%
SWM
1006
SFG Wealth Management
Maryland
$485K +$209 +4 +0%
ACA
1007
Aptus Capital Advisors
Alabama
$485K +$241K +4,604 +81%
WIM
1008
WealthPlan Investment Management
Nebraska
$484K +$484K +9,264 New
CWM
1009
Cahaba Wealth Management
Georgia
$483K
ES
1010
ETF Store
Kansas
$478K +$1.04K +20 +0.2%
RFN
1011
Redwood Financial Network
Ohio
$477K -$12.3K -236 -2%
BBW
1012
Blue Barn Wealth
Utah
$477K +$34.1K +652 +7%
ONST
1013
Old North State Trust
North Carolina
$477K +$530K +10,132 +84,433%
CWM
1014
Chemistry Wealth Management
New York
$474K +$418 +8 +0.1%
SC
1015
Slow Capital
California
$472K -$5.85K -112 -1%
AWM
1016
Accel Wealth Management
Iowa
$472K -$1.46K -28 -0.3%
PO
1017
Private Ocean
California
$469K -$5.43K -104 -1%
BBHC
1018
Brown Brothers Harriman & Co
New York
$468K +$3.14K +60 +0.6%
FF
1019
Francis Financial
$464K -$23.2K -444 -4%
LFA
1020
LifeGuide Financial Advisors
Pennsylvania
$464K
B
1021
Bensler
Washington
$464K +$29.1K +556 +6%
FB
1022
Fulton Bank
Pennsylvania
$463K -$470K -8,984 -48%
WEG
1023
World Equity Group
Illinois
$459K +$9.41K +180 +2%
TI
1024
Trexquant Investment
Connecticut
$458K +$510K +9,756 New
SFO
1025
Stokes Family Office
Louisiana
$457K -$34.3K -656 -6%

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.