We are live on ! Find out more
VO icon

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
BWM
1251
BT Wealth Management
Georgia
$243K -$80.8K -1,496 -23%
HCM
1252
Highview Capital Management
Illinois
$242K
OCG
1253
Opus Capital Group
Ohio
$242K
SWPG
1254
Strategic Wealth Partners Group
Illinois
$241K
ACM
1255
Allred Capital Management
Texas
$240K -$23.6K -436 -8%
NWM
1256
Northwest Wealth Management
Iowa
$240K +$8.64K +160 +3%
FFA
1257
Founders Financial Alliance
North Carolina
$239K -$24K -444 -8%
SWMG
1258
Signature Wealth Management Group
Georgia
$239K
DP
1259
Dearborn Partners
Illinois
$239K +$216 +4 +0.1%
BWM
1260
BigSur Wealth Management
Florida
$238K
HP
1261
HT Partners
Connecticut
$238K +$33.3K +616 +15%
CCM
1262
Carlson Capital Management
Minnesota
$238K +$261K +4,836 New
NEPWA
1263
New England Private Wealth Advisors
Massachusetts
$237K -$216 -4 -0.1%
C1AG
1264
Client 1st Advisory Group
Florida
$237K
YIA
1265
YHB Investment Advisors
Connecticut
$237K
SIM
1266
Sadoff Investment Management
Wisconsin
$236K +$4.32K +80 +2%
GC
1267
Garde Capital
Washington
$236K +$18.2K +336 +8%
RCG
1268
Resource Consulting Group
Florida
$235K -$13K -240 -5%
CG
1269
Corundum Group
Colorado
$235K
CSIC
1270
Clifford Swan Investment Counsel
California
$234K -$5.83K -108 -2%
PWA
1271
Providence Wealth Advisors
Illinois
$234K
TCM
1272
Triumph Capital Management
Colorado
$233K -$30K -556 -10%
FAM
1273
Flaharty Asset Management
Florida
$232K
VNA
1274
Valley National Advisers
Pennsylvania
$232K
GWS
1275
Glassman Wealth Services
Virginia
$232K +$144K +2,656 +129%

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.