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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
MC
1276
Mathes Company
New York
$230K
RSWM
1277
Robertson Stephens Wealth Management
California
$230K +$56.6K +1,048 +29%
FNWM
1278
Financial Network Wealth Management
Utah
$230K +$252K +4,668 New
TWM
1279
Tolleson Wealth Management
Texas
$229K
VWM
1280
Venturi Wealth Management
Texas
$228K +$66.6K +1,232 +36%
HW
1281
Hancock Whitney
Mississippi
$227K -$48.8K -904 -16%
CC
1282
Cadinha & Co
Hawaii
$227K
PP
1283
Prosperity Planning
Missouri
$225K
FAT
1284
First American Trust
California
$224K -$42.6K -788 -15%
PA
1285
Parkside Advisors
California
$224K -$8.43K -156 -3%
TA
1286
Tiedemann Advisors
New York
$223K +$2.59K +48 +1%
BTWM
1287
Baker Tilly Wealth Management
Wisconsin
$222K -$213K -3,948 -47%
IWMA
1288
Ironwood Wealth Management (Arizona)
Arizona
$222K -$21.6K -400 -8%
CA
1289
Claro Advisors
Massachusetts
$222K +$244K +4,512 New
GIA
1290
Guyasuta Investment Advisors
Pennsylvania
$221K -$20.5K -380 -8%
AA
1291
Argent Advisors
Louisiana
$221K
SA
1292
Sunesis Advisors
Kansas
$221K
HWA
1293
HHM Wealth Advisors
Tennessee
$220K
SCA
1294
Strategic Capital Advisers
Colorado
$220K
HFA
1295
High Falls Advisors
New York
$220K +$216 +4 +0.1%
CAL
1296
Capital Advisors Ltd
Ohio
$220K +$4.32K +80 +2%
RPGK
1297
Retirement Planning Group (Kansas)
Kansas
$219K -$74.8K -1,384 -24%
MCM
1298
Morton Capital Management
California
$219K
TCOO
1299
Trust Company of Oklahoma
Oklahoma
$219K
NB
1300
NBT Bank
New York
$218K

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.