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Vanguard Mid-Cap ETF

1,573 hedge funds and large institutions have $34.2B invested in Vanguard 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
MWA
1026
Moser Wealth Advisors
Washington
$559K
OWA
1027
Octavia Wealth Advisors
Ohio
$557K +$10.6K +180 +2%
OPS
1028
Orion Portfolio Solutions
Nebraska
$556K +$5.87K +100 +1%
AWM
1029
Aries Wealth Management
Maine
$553K -$6.61M -112,600 -92%
OFG
1030
Omega Financial Group
California
$553K +$1.17K +20 +0.2%
KCM
1031
Kennicott Capital Management
California
$551K +$31.9K +544 +6%
FNBT
1032
FineMark National Bank & Trust
Florida
$549K -$201K -3,424 -27%
HR
1033
Hardy Reed
Mississippi
$546K -$8.88M -151,360 -94%
B
1034
Bensler
Washington
$545K +$538K +9,172 New
HSA
1035
HBK Sorce Advisory
Pennsylvania
$543K -$22.3K -380 -4%
BBW
1036
Blue Barn Wealth
Utah
$543K +$14.6K +248 +3%
WP
1037
WealthPLAN Partners
Nebraska
$540K +$20.9K +356 +4%
WIM
1038
WealthPlan Investment Management
Nebraska
$540K +$580K +9,880 New
BAM
1039
Beaumont Asset Management
Texas
$539K
IA
1040
IFG Advisory
Georgia
$538K -$41.5K -708 -7%
STB
1041
S&T Bank
Pennsylvania
$537K -$54.9K -936 -9%
RWP
1042
RWA Wealth Partners
Massachusetts
$536K +$46.2K +788 +10%
PAG
1043
Private Advisory Group
Washington
$534K +$527K +8,980 New
BWCS
1044
Beirne Wealth Consulting Services
Connecticut
$533K +$526K +8,964 New
PFWA
1045
Paces Ferry Wealth Advisors
Georgia
$531K +$1.64K +28 +0.3%
IAP
1046
Indie Asset Partners
Indiana
$529K -$37.5K -640 -7%
AMCA
1047
Arthur M. Cohen & Associates
Illinois
$529K +$469 +8 +0.1%
NCM
1048
Noesis Capital Mangement
Florida
$529K +$223K +3,800 +75%
TNB
1049
Thomasville National Bank
Georgia
$528K -$1.41K -24 -0.3%
SFM
1050
Signet Financial Management
New Jersey
$527K -$13.6K -232 -3%

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 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 Mid-Cap ETF (VO) as of Q1 2022, down from 1,578 in Q4 2021.
  • Funds reported $34.2B of Vanguard Mid-Cap ETF stock for Q1 2022, down 3.5% quarter-over-quarter.
  • 126 funds opened new Vanguard Mid-Cap ETF positions in Q1 2022 and 110 closed out, a net change of +16 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q1 2022 was Wells Fargo, an estimated $591M added.
  • The largest Vanguard Mid-Cap ETF seller in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $606M sold.

Based on aggregated 13F filings for Q1 2022.