We are live on ! Find out more
VO icon

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
STB
1076
S&T Bank
Pennsylvania
$403K -$45.4K -840 -9%
LWM
1077
Lyell Wealth Management
California
$403K
IAP
1078
Indie Asset Partners
Indiana
$401K -$40.4K -748 -8%
JCM
1079
Jacobi Capital Management
Pennsylvania
$400K -$10.4K -192 -2%
PFT
1080
Providence First Trust
Arizona
$400K
SMA
1081
Sage Mountain Advisors
Georgia
$400K +$57.3K +1,060 +15%
CAG
1082
Compass Advisory Group
New York
$399K +$437K +8,096 New
TL
1083
Tradewinds LLC
North Carolina
$397K +$435K +8,056 New
MAS
1084
Madden Advisory Services
Florida
$396K +$29.8K +552 +7%
LMKC
1085
L.M. Kohn & Company
Ohio
$394K -$3.67K -68 -0.8%
PFSC
1086
Peoples Financial Services Corp
Pennsylvania
$394K +$40.6K +752 +10%
GPA
1087
Garrison Point Advisors
California
$393K +$44.7K +828 +12%
WWA
1088
WCG Wealth Advisors
Nevada
$392K +$431K +7,968 New
HIP
1089
HUB Investment Partners
Texas
$391K -$123K -2,280 -22%
WA
1090
Wambolt & Associates
Colorado
$386K +$216 +4 +0.1%
MCM
1091
Magnolia Capital Management
New York
$384K
NA
1092
Nottingham Advisors
New York
$383K -$44.7K -828 -10%
LRPA
1093
L. Roy Papp & Associates
Arizona
$383K
OWA
1094
Octavia Wealth Advisors
Ohio
$382K -$88K -1,628 -17%
LBA
1095
Lowell Blake & Associates
Massachusetts
$377K
EAM
1096
Evanson Asset Management
California
$377K +$9.94K +184 +2%
BI
1097
Blooom Inc
Kansas
$376K -$453K -8,384 -63%
OPA
1098
Old Port Advisors
Maine
$371K -$2.16K -40 -0.5%
CFA
1099
CWS Financial Advisors
Michigan
$371K +$7.13K +132 +2%
RWP
1100
RWA Wealth Partners
Massachusetts
$370K -$81.9K -1,516 -17%

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.