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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
LSPW
1226
Lake Street Private Wealth
Illinois
$249K
WLPWM
1227
Walled Lake Planning & Wealth Management
Illinois
$249K +$11.9K +228 +4%
SWPG
1228
Strategic Wealth Partners Group
Illinois
$249K +$20.7K +396 +8%
FFA
1229
Founders Financial Alliance
North Carolina
$249K +$23.8K +456 +9%
BAM
1230
Byrne Asset Management
New Jersey
$248K -$1.25K -24 -0.5%
JSW
1231
Journey Strategic Wealth
New Jersey
$247K -$68.6K -1,312 -20%
AWP
1232
Accretive Wealth Partners
New Jersey
$247K
GF
1233
Gries Financial
Ohio
$246K -$60.8K -1,164 -18%
SFA
1234
Seneca Financial Advisors
New York
$245K +$209 +4 +0.1%
SW
1235
SkyOak Wealth
Michigan
$245K
RMCM
1236
Reynders McVeigh Capital Management
Massachusetts
$245K +$272K +5,212 New
RWIA
1237
Roger Wittlin Investment Advisory
California
$244K -$7.79M -149,068 -97%
MPPLM
1238
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$243K +$9.82K +188 +4%
SIM
1239
Sterling Investment Management
Arizona
$243K +$270K +5,176 New
LOPW
1240
Live Oak Private Wealth
North Carolina
$242K -$19.6K -376 -7%
IGWM
1241
ICA Group Wealth Management
Colorado
$242K +$34.7K +664 +15%
SCA
1242
Stonebridge Capital Advisors
Minnesota
$240K
PWA
1243
Providence Wealth Advisors
Illinois
$239K
GEA
1244
Glen Eagle Advisors
New Jersey
$238K +$209 +4 +0.1%
SAM
1245
Summit Asset Management
Tennessee
$238K -$13.2K -252 -5%
LIM
1246
Lathrop Investment Management
Arkansas
$237K -$24.2K -464 -8%
MFG
1247
Monumental Financial Group
Maryland
$237K -$4.81K -92 -2%
CWS
1248
Confluence Wealth Services
Pennsylvania
$237K +$8.57K +164 +3%
AWM
1249
Aprio Wealth Management
Georgia
$237K +$264K +5,048 New
SCA
1250
Stokes Capital Advisors
South Carolina
$236K

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.