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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
FNWM
1026
Financial Network Wealth Management
Utah
$456K +$263K +5,028 +108%
WW
1027
Westshore Wealth
California
$453K +$24.5K +468 +5%
NB
1028
Nicolet Bankshares
Wisconsin
$452K -$206K -3,948 -29%
DI
1029
Diligent Investors
California
$452K
GD
1030
Grandfield & Dodd
New York
$450K
PAG
1031
Private Advisory Group
Washington
$448K -$278K -5,328 -36%
SFM
1032
Signet Financial Management
New Jersey
$447K +$46.4K +888 +10%
KFP
1033
KMG Fiduciary Partners
Ohio
$445K -$418 -8 -0.1%
MWA
1034
Moser Wealth Advisors
Washington
$442K
IP
1035
Intellectus Partners
California
$442K +$201K +3,852 +69%
VFA
1036
Voya Financial Advisors
Connecticut
$440K +$3.14K +60 +0.6%
OFG
1037
Omega Financial Group
California
$439K +$1.46K +28 +0.3%
MCM
1038
Mengis Capital Management
Oregon
$439K +$105K +2,000 +27%
SBH
1039
Segall Bryant & Hamill
Illinois
$437K +$1.88K +36 +0.4%
RWP
1040
RWA Wealth Partners
Massachusetts
$435K +$91.6K +1,752 +23%
LGWM
1041
Litman Gregory Wealth Management
California
$434K +$50.4K +964 +12%
HR
1042
Hardy Reed
Mississippi
$432K
ANBT
1043
American National Bank & Trust
Texas
$432K +$459K +8,788 +2,175%
FNBT
1044
FineMark National Bank & Trust
Florida
$431K +$418 +8 +0.1%
WIC
1045
Willis Investment Counsel
Georgia
$428K
FWM
1046
Fairhaven Wealth Management
Illinois
$427K +$475K +9,084 New
RFN
1047
RDA Financial Network
Iowa
$426K +$10.2K +196 +2%
BAM
1048
Beaumont Asset Management
Texas
$423K
PFWA
1049
Paces Ferry Wealth Advisors
Georgia
$423K +$2.09K +40 +0.4%
Wealthfront Advisers
1050
Wealthfront Advisers
California
$423K +$103K +1,980 +28%

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.