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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
AI
1101
Accredited Investors
Minnesota
$369K -$32K -592 -7%
1WA
1102
180 Wealth Advisors
Washington
$369K -$4.32K -80 -1%
SWM
1103
SeaCrest Wealth Management
New York
$365K -$206K -3,808 -34%
PFM
1104
Parsec Financial Management
North Carolina
$365K -$38K -704 -9%
SAM
1105
Strategic Asset Management
Minnesota
$365K +$1.08K +20 +0.3%
NCM
1106
Noesis Capital Mangement
Florida
$362K -$83.2K -1,540 -17%
MCM
1107
Mengis Capital Management
Oregon
$362K
AIM
1108
Athena Investment Management
California
$362K +$162K +3,000 +69%
CTB
1109
Country Trust Bank
Illinois
$361K -$12.3K -228 -3%
BWM
1110
Blossom Wealth Management
California
$361K +$10.6K +196 +3%
CWM
1111
Cedar Wealth Management
California
$360K -$6.05K -112 -2%
PB
1112
Pinnacle Bancorp
Nebraska
$360K +$61.6K +1,140 +18%
NAM
1113
NTV Asset Management
West Virginia
$359K
FWCM
1114
Ferguson Wellman Capital Management
Oregon
$358K -$24.9K -460 -6%
LCM
1115
Logan Capital Management
Pennsylvania
$358K +$6.27K +116 +2%
PFBT
1116
Parkside Financial Bank & Trust
Missouri
$358K +$35.7K +660 +10%
WSFS
1117
Wilmington Savings Fund Society
Delaware
$357K -$80.6K -1,492 -17%
WB
1118
Webster Bank
Connecticut
$354K
UL
1119
Unionview LLC
Washington
$353K +$13.6K +252 +4%
CWM
1120
Congress Wealth Management
Massachusetts
$352K
KM
1121
Kalos Management
Georgia
$350K +$68.1K +1,260 +22%
KLI
1122
Kelman-Lazarov Inc
Tennessee
$349K -$432 -8 -0.1%
AFG
1123
Allegheny Financial Group
Pennsylvania
$349K +$163K +3,008 +74%
GWM
1124
GSB Wealth Management
Connecticut
$348K -$79.7K -1,476 -17%
TCPWM
1125
Traverso Chambers Private Wealth Management
California
$347K

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.