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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
GD
1026
Grandfield & Dodd
New York
$470K +$4.32K +80 +0.8%
MCM
1027
Murphy Capital Management
New Jersey
$470K +$252K +4,668 +96%
WAM
1028
WNY Asset Management
New York
$468K -$24.4K -452 -5%
KFP
1029
KMG Fiduciary Partners
Ohio
$467K +$216 +4 +0%
BBW
1030
Blue Barn Wealth
Utah
$467K +$18.4K +340 +4%
WDG
1031
Wealth Dimensions Group
Ohio
$466K -$6.05K -112 -1%
BAS
1032
Brown Advisory Securities
Maryland
$463K -$40.6K -752 -7%
MWA
1033
Moser Wealth Advisors
Washington
$463K
TAM
1034
Townsend Asset Management
North Carolina
$462K -$20.3K -376 -4%
OFG
1035
Omega Financial Group
California
$459K +$1.08K +20 +0.2%
B
1036
Bensler
Washington
$458K +$7.35K +136 +1%
VFA
1037
Voya Financial Advisors
Connecticut
$458K -$82.8K -1,532 -14%
KCM
1038
Kennicott Capital Management
California
$456K +$216 +4 +0%
MPW
1039
Monterey Private Wealth
California
$455K -$478K -8,848 -49%
SBH
1040
Segall Bryant & Hamill
Illinois
$454K -$12.1K -224 -2%
HI
1041
Human Investing
Oregon
$454K +$499K +9,228 New
SFCL
1042
Strengthening Families & Communities LLC
Massachusetts
$453K +$22.5K +416 +6%
HR
1043
Hardy Reed
Mississippi
$452K
WW
1044
Westshore Wealth
California
$452K +$496K +9,172 New
FFM
1045
Forum Financial Management
Illinois
$451K -$92.5K -1,712 -16%
FNBT
1046
FineMark National Bank & Trust
Florida
$451K -$4.54K -84 -0.9%
IA
1047
IFG Advisory
Georgia
$450K +$6.05K +112 +1%
WIC
1048
Willis Investment Counsel
Georgia
$448K +$492K +9,104 New
BAM
1049
Beaumont Asset Management
Texas
$444K -$2.59K -48 -0.5%
PFWA
1050
Paces Ferry Wealth Advisors
Georgia
$441K +$1.51K +28 +0.3%

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.