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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
DI
1201
DAGCO Inc
Ohio
$276K +$119K +2,204 +65%
LTL
1202
Lowery Thomas LLC
California
$274K -$20.7K -384 -6%
IP
1203
Intellectus Partners
California
$274K +$300K +5,560 New
HSA
1204
HBK Sorce Advisory
Pennsylvania
$272K -$195K -3,616 -40%
FNBOMD
1205
First National Bank of Mount Dora
Florida
$272K
CWS
1206
Confluence Wealth Services
Pennsylvania
$272K +$40.4K +748 +18%
LOPW
1207
Live Oak Private Wealth
North Carolina
$272K +$299K +5,532 New
HS
1208
Horan Securities
United States
$271K -$11.9K -220 -4%
AWM
1209
Avaii Wealth Management
Wisconsin
$271K
FPCG
1210
Fort Pitt Capital Group
Pennsylvania
$271K
LIM
1211
Lathrop Investment Management
Arkansas
$271K
BPWM
1212
Badgley Phelps Wealth Managers
Washington
$271K +$71.8K +1,328 +32%
FFWA
1213
FRG Family Wealth Advisors
Washington
$270K
CC
1214
Cannell & Co
New York
$269K -$5.19K -96 -2%
MCM
1215
Mill Capital Management
North Carolina
$269K +$41.3K +764 +16%
MWM
1216
Mascoma Wealth Management
New Hampshire
$268K +$216 +4 +0.1%
USCWA
1217
U.S. Capital Wealth Advisors
Texas
$268K +$40.2K +744 +16%
BBNA
1218
Bremer Bank National Association
Minnesota
$267K -$3.89K -72 -1%
YWP
1219
YorkBridge Wealth Partners
New York
$265K +$58.1K +1,076 +25%
IIC
1220
Ironwood Investment Counsel
Arizona
$264K
SAM
1221
Summit Asset Management
Tennessee
$262K -$108K -2,000 -27%
BAM
1222
Byrne Asset Management
New Jersey
$261K -$62.7K -1,160 -18%
LSPW
1223
Lake Street Private Wealth
Illinois
$261K -$43K -796 -13%
SI
1224
Saxon Interests
Texas
$261K +$6.27K +116 +2%
WP
1225
WealthShield Partners
North Carolina
$260K +$54K +1,000 +23%

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.