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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
AWS
101
AJ Wealth Strategies
New York
$25.3M +$14.1M +261,592 +104%
BBA
102
BLB&B Advisors
Pennsylvania
$24.8M +$2.1M +38,820 +8%
CIC
103
Cutler Investment Counsel
Oregon
$24.3M +$495K +9,164 +2%
US Bancorp
104
US Bancorp
Minnesota
$24.1M +$505K +9,348 +2%
BI
105
Ballast Inc
Kentucky
$24M -$208K -3,852 -0.8%
Bessemer Group
106
Bessemer Group
New Jersey
$23.6M -$23.8K -440 -0.1%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$23.5M +$3.74M +69,300 +17%
AFS
108
Axiom Financial Strategies
Indiana
$23.4M +$1.09M +20,100 +4%
HWA
109
Heartwood Wealth Advisors
Virginia
$23.3M +$772K +14,288 +3%
TPW
110
TL Private Wealth
Texas
$23.1M +$413K +7,648 +2%
NA
111
NewEdge Advisors
Louisiana
$23M +$3.51M +64,936 +16%
PFM
112
Phillips Financial Management
Indiana
$22.8M +$2.4M +44,396 +11%
RFC
113
Regions Financial Corp
Alabama
$22.7M +$3.29M +60,948 +15%
SB
114
Simmons Bank
Arkansas
$22.6M -$865K -16,004 -3%
LPWM
115
Lake Point Wealth Management
Texas
$22.2M +$880K +16,284 +4%
BP
116
BCK Partners
New York
$22.2M +$404K +7,476 +2%
NW
117
NewEdge Wealth
Pennsylvania
$22.1M +$9.5M +175,748 +64%
GT
118
Glenmede Trust
Pennsylvania
$22.1M -$3.39M -62,752 -12%
FSC
119
Full Sail Capital
Oklahoma
$21.8M -$4M -74,072 -14%
CFGS
120
Concourse Financial Group Securities
Alabama
$21.8M +$777K +14,384 +3%
EI
121
Ellevest Inc
New York
$21.6M +$1.23M +22,720 +5%
BF
122
Blankinship & Foster
California
$21.6M +$121K +2,248 +0.5%
FVWA
123
Foster Victor Wealth Advisors
South Carolina
$21.3M +$71.8K +1,328 +0.3%
FSWA
124
Financial Synergies Wealth Advisors
Texas
$21M +$19.1M +352,696 +473%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$20.9M +$2.39M +44,212 +12%

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.