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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
LTL
1201
Lowery Thomas LLC
California
$264K +$1.25K +24 +0.4%
CAM
1202
Concorde Asset Management
Michigan
$262K -$4.81K -92 -2%
SIAG
1203
Safeguard Investment Advisory Group
California
$262K -$3.35K -64 -1%
WAM
1204
WNY Asset Management
New York
$261K -$205K -3,928 -42%
EWM
1205
EPG Wealth Management
Georgia
$261K -$3.35K -64 -1%
UCIG
1206
Ulrich Consultants & Investment Group
New Mexico
$261K +$15.1K +288 +5%
FNBOMD
1207
First National Bank of Mount Dora
Florida
$260K
BMD
1208
Better Money Decisions
New Mexico
$260K +$164K +3,140 +131%
DPI
1209
Diversified Portfolios Inc
Michigan
$258K -$13.4K -256 -4%
AWM
1210
Avaii Wealth Management
Wisconsin
$258K
FPCG
1211
Fort Pitt Capital Group
Pennsylvania
$258K
CC
1212
Cannell & Co
New York
$257K
FFWA
1213
FRG Family Wealth Advisors
Washington
$257K
TWC
1214
TD Waterhouse Canada
Ontario, Canada
$256K -$239K -4,564 -48%
HS
1215
Horan Securities
United States
$256K +$209 +4 +0.1%
MWM
1216
Mascoma Wealth Management
New Hampshire
$256K +$209 +4 +0.1%
USCWA
1217
U.S. Capital Wealth Advisors
Texas
$255K
C1AG
1218
Client 1st Advisory Group
Florida
$255K +$32.4K +620 +13%
BBNA
1219
Bremer Bank National Association
Minnesota
$254K
CT
1220
Clearstead Trust
Maine
$254K +$234K +4,476 +480%
DI
1221
DAGCO Inc
Ohio
$252K -$12.1K -232 -4%
IIC
1222
Ironwood Investment Counsel
Arizona
$252K
EPP
1223
ETF Portfolio Partners
Kansas
$252K +$280K +5,360 New
IDA
1224
Intelligence Driven Advisers
California
$251K
BMM
1225
Buffington Mohr McNeal
Idaho
$251K +$17.1K +328 +7%

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.