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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
BCI
1251
Brinker Capital Investments
Pennsylvania
$236K +$418 +8 +0.2%
EW
1252
Element Wealth
Mississippi
$236K +$418 +8 +0.2%
EWM
1253
Endurance Wealth Management
Rhode Island
$235K
DJYG
1254
David J. Yvars Group
Florida
$234K
PCMC
1255
Private Capital Management (Colorado)
Colorado
$233K -$10.7K -204 -4%
EBT
1256
Enterprise Bank & Trust
Massachusetts
$233K
SA
1257
Shilanski & Associates
Alaska
$233K +$259K +4,956 New
HCM
1258
Highview Capital Management
Illinois
$231K
ACM
1259
Allred Capital Management
Texas
$230K +$418 +8 +0.2%
PWA
1260
Physician Wealth Advisors
Utah
$230K +$627 +12 +0.3%
DP
1261
Dearborn Partners
Illinois
$228K
HP
1262
HT Partners
Connecticut
$227K
CCM
1263
Carlson Capital Management
Minnesota
$226K -$1.25K -24 -0.5%
YIA
1264
YHB Investment Advisors
Connecticut
$226K -$627 -12 -0.2%
JAG
1265
Journey Advisory Group
Kentucky
$225K +$8.15K +156 +3%
CG
1266
Corundum Group
Colorado
$224K
RCG
1267
Resource Consulting Group
Florida
$224K
CA
1268
Claro Advisors
Massachusetts
$222K
IWMA
1269
Ironwood Wealth Management (Arizona)
Arizona
$222K
GWS
1270
Glassman Wealth Services
Virginia
$222K +$418 +8 +0.2%
FAM
1271
Flaharty Asset Management
Florida
$221K
BTWM
1272
Baker Tilly Wealth Management
Wisconsin
$221K +$9.41K +180 +4%
MC
1273
Mathes Company
New York
$220K
BPWM
1274
Badgley Phelps Wealth Managers
Washington
$219K -$44.1K -844 -15%
TWM
1275
Tolleson Wealth Management
Texas
$219K

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.