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Vanguard Mid-Cap ETF

1,573 hedge funds and large institutions have $34.2B invested in Vanguard Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 722 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 722 | Existing positions reduced: 456

15% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 110

4% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $11.7M

0% less funds holding

Funds holding: 1,5781,573 (-5)

3% less capital invested

Capital invested by funds: $35.5B → $34.2B (-$1.23B)

1.49% less ownership

Funds ownership: 251.66%250.17% (-1.5%)

3% less funds holding in top 10

Funds holding in top 10: 187182 (-5)

Holders
1,573
Holders Change
-5
Holders Change %
-0.32%
% of All Funds
24.81%
Holding in Top 10
182
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.67%
% of All Funds
2.87%
New
126
Increased
722
Reduced
456
Closed
110
Calls
$12.1M
Puts
$11.7M
Net Calls
+$411K
Net Calls Change
-$8.2M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$28.5M +$565K +9,628 +2%
Bessemer Group
102
Bessemer Group
New Jersey
$28.5M -$47.8M -814,456 -63%
G
103
GenTrust
Florida
$28.2M -$3.45M -58,796 -11%
SB
104
Simmons Bank
Arkansas
$28.2M -$1.43M -24,372 -5%
BBA
105
BLB&B Advisors
Pennsylvania
$27.6M +$1.25M +21,296 +5%
CAN
106
Cetera Advisor Networks
California
$27.4M +$2.66M +45,420 +11%
AllianceBernstein
107
AllianceBernstein
Tennessee
$27.3M +$521K +8,880 +2%
HWA
108
Heartwood Wealth Advisors
Virginia
$27.3M -$719K -12,252 -3%
TPW
109
TL Private Wealth
Texas
$26.6M +$1.33M +22,596 +5%
HWM
110
HB Wealth Management
Georgia
$26.6M +$21.4M +364,460 +443%
AWS
111
Atria Wealth Solutions
New York
$26.6M +$26.2M +446,776 New
BP
112
BCK Partners
New York
$26.3M +$575K +9,800 +2%
FI
113
FIDELIS iM
Oregon
$26M +$448K +7,636 +2%
BF
114
Blankinship & Foster
California
$26M +$188K +3,208 +0.7%
LPWM
115
Lake Point Wealth Management
Texas
$25.9M +$4.58M +78,120 +22%
CFGS
116
Concourse Financial Group Securities
Alabama
$25.4M -$3.25M -55,392 -11%
SCA
117
Spearhead Capital Advisors
Florida
$25.4M -$525K -8,952 -2%
EI
118
Ellevest Inc
New York
$25M -$2.34M -39,968 -9%
FVWA
119
Foster Victor Wealth Advisors
South Carolina
$25M +$1.59M +27,092 +7%
PFM
120
Phillips Financial Management
Indiana
$24.9M -$7.04K -120 -0%
AFS
121
Axiom Financial Strategies
Indiana
$24.9M +$685K +11,668 +3%
WT
122
Whittier Trust
California
$24.8M +$233K +3,976 +1%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$24.2M +$3.7M +63,088 +18%
DP
124
Divergent Planning
Maryland
$24M +$947K +16,136 +4%
FW
125
Fidato Wealth
Ohio
$24M +$726K +12,368 +3%

VO Hedge Fund Activity: Q1 2022 in Review

1,573 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2022, worth a combined $34.2B — down 3.5% from $35.5B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new VO positions and 110 closed out — a net gain of 16 holders — while 722 added to existing stakes and 456 trimmed.

The largest buyer was Wells Fargo, adding an estimated $591M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $606M.

  • 1,573 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2022, down from 1,578 in Q4 2021.
  • Funds reported $34.2B of Vanguard Mid-Cap ETF stock for Q1 2022, down 3.5% quarter-over-quarter.
  • 126 funds opened new Vanguard Mid-Cap ETF positions in Q1 2022 and 110 closed out, a net change of +16 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q1 2022 was Wells Fargo, an estimated $591M added.
  • The largest Vanguard Mid-Cap ETF seller in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $606M sold.

Based on aggregated 13F filings for Q1 2022.