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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
MIG
1101
McGuire Investment Group
Rhode Island
$357K +$35.5K +680 +10%
PWW
1102
Pettyjohn Wood & White
Virginia
$356K +$64.6K +1,236 +19%
CFA
1103
CWS Financial Advisors
Michigan
$354K
SWM
1104
Silverlake Wealth Management
Vermont
$354K +$86.1K +1,648 +28%
UL
1105
Unionview LLC
Washington
$350K +$14.8K +284 +4%
GWM
1106
GSB Wealth Management
Connecticut
$349K +$18.8K +360 +5%
THWM
1107
Taylor Hoffman Wealth Management
Virginia
$349K +$80.5K +1,540 +26%
WA
1108
Wambolt & Associates
Colorado
$348K -$22.4K -428 -5%
CL
1109
CPWM LLC
Washington
$348K +$62.1K +1,188 +19%
AIM
1110
Athena Investment Management
California
$346K
RIM
1111
Rockbridge Investment Management
New York
$345K +$56.6K +1,084 +17%
SAM
1112
Strategic Asset Management
Minnesota
$345K -$3.76K -72 -1%
BWM
1113
Blossom Wealth Management
California
$344K -$209 -4 -0.1%
GIA
1114
GHP Investment Advisors
Colorado
$344K +$25.5K +488 +7%
NAM
1115
NTV Asset Management
West Virginia
$343K
1WA
1116
180 Wealth Advisors
Washington
$341K -$7.32K -140 -2%
LCM
1117
Logan Capital Management
Pennsylvania
$341K
HIP
1118
HUB Investment Partners
Texas
$340K -$37.8K -724 -9%
WB
1119
Webster Bank
Connecticut
$337K
NCM
1120
Noesis Capital Mangement
Florida
$336K -$10.5K -200 -3%
FWCM
1121
Ferguson Wellman Capital Management
Oregon
$336K -$7.32K -140 -2%
CWM
1122
Congress Wealth Management
Massachusetts
$336K
MWP
1123
Meridian Wealth Partners
Pennsylvania
$334K +$48.9K +936 +15%
SMA
1124
Sage Mountain Advisors
Georgia
$333K -$53.7K -1,028 -13%
KLI
1125
Kelman-Lazarov Inc
Tennessee
$333K

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.