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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
AWP
1226
Accretive Wealth Partners
New Jersey
$259K +$78.5K +1,452 +38%
UCIG
1227
Ulrich Consultants & Investment Group
New Mexico
$259K +$285K +5,268 New
SW
1228
SkyOak Wealth
Michigan
$257K
SFA
1229
Seneca Financial Advisors
New York
$257K -$91.4K -1,692 -24%
IDA
1230
Intelligence Driven Advisers
California
$254K -$25.7K -476 -9%
PTP
1231
Platform Technology Partners
New York
$254K +$71.1K +1,316 +34%
MFG
1232
Monumental Financial Group
Maryland
$253K +$1.3K +24 +0.5%
SCA
1233
Stonebridge Capital Advisors
Minnesota
$252K -$28.5K -528 -9%
ZB
1234
Zions Bancorporation
Utah
$251K -$694K -12,852 -72%
AA
1235
Advisory Alpha
Michigan
$251K +$275K +5,088 New
WLPWM
1236
Walled Lake Planning & Wealth Management
Illinois
$250K +$38.3K +708 +16%
GEA
1237
Glen Eagle Advisors
New Jersey
$249K -$54.7K -1,012 -17%
BCMLT
1238
Beacon Capital Management LLC (Tennessee)
Tennessee
$249K
JAG
1239
Journey Advisory Group
Kentucky
$249K +$250K +4,624 New
PWA
1240
Physician Wealth Advisors
Utah
$248K -$45.2K -836 -15%
SCA
1241
Stokes Capital Advisors
South Carolina
$248K
IGWM
1242
ICA Group Wealth Management
Colorado
$248K +$11.5K +212 +5%
DJYG
1243
David J. Yvars Group
Florida
$248K +$13.4K +248 +5%
BCI
1244
Brinker Capital Investments
Pennsylvania
$247K -$19.9K -368 -7%
BMM
1245
Buffington Mohr McNeal
Idaho
$247K
EW
1246
Element Wealth
Mississippi
$247K
EWM
1247
Endurance Wealth Management
Rhode Island
$247K
MPPLM
1248
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$245K
EBT
1249
Enterprise Bank & Trust
Massachusetts
$245K +$75.6K +1,400 +39%
TCWM
1250
Total Clarity Wealth Management
Illinois
$244K +$58.4K +1,080 +28%

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.