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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
KW
1176
KWB Wealth
California
$296K +$1.3K +24 +0.4%
CT
1177
Columbia Trust
Oregon
$295K
FPCM
1178
Financial Partners Capital Management
New York
$293K
THWM
1179
Taylor Hoffman Wealth Management
Virginia
$293K +$317K +5,876 New
IFPG
1180
Intrepid Financial Planning Group
Indiana
$293K +$322K +5,960 New
SNBOSD
1181
Security National Bank of So Dak
Iowa
$292K
ML
1182
McAdam LLC
Pennsylvania
$292K +$90.8K +1,680 +40%
RPWA
1183
Regent Peak Wealth Advisors
Georgia
$291K
PWM
1184
Penobscot Wealth Management
Maine
$291K +$864 +16 +0.3%
CWM
1185
Chicago Wealth Management
Illinois
$290K -$1.95K -36 -0.6%
CCM
1186
Crew Capital Management
Ohio
$290K +$4.54K +84 +1%
SWM
1187
Silverlake Wealth Management
Vermont
$289K -$29.8K -552 -9%
GWA
1188
Gibson Wealth Advisors
Texas
$286K -$18.4K -340 -6%
RWA
1189
River Wealth Advisors
Pennsylvania
$286K +$2.38K +44 +0.8%
MP
1190
McDonald Partners
Ohio
$286K +$14.5K +268 +5%
DPI
1191
Diversified Portfolios Inc
Michigan
$283K -$25.9K -480 -8%
WFA
1192
WMG Financial Advisors
Tennessee
$283K +$9.29K +172 +3%
ACA
1193
Aptus Capital Advisors
Alabama
$281K -$318K -5,892 -51%
VCA
1194
Verdence Capital Advisors
Maryland
$281K +$18.4K +340 +6%
SL
1195
Salomon & Ludwin
Virginia
$281K +$80.8K +1,496 +35%
HVP
1196
Hudson Value Partners
Florida
$280K -$52.7K -976 -15%
CAM
1197
Concorde Asset Management
Michigan
$279K -$59.6K -1,104 -16%
EWM
1198
EPG Wealth Management
Georgia
$277K -$26.6K -492 -8%
MWM
1199
Madison Wealth Management
Ohio
$277K +$2.81K +52 +0.9%
TWP
1200
Total Wealth Planning
Ohio
$276K -$38.7K -716 -11%

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.