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Vanguard Mid-Cap ETF

1,573 hedge funds and large institutions have $34.2B invested in Vanguard Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 722 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 722 | Existing positions reduced: 456

15% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 110

4% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $11.7M

0% less funds holding

Funds holding: 1,5781,573 (-5)

3% less capital invested

Capital invested by funds: $35.5B → $34.2B (-$1.23B)

1.49% less ownership

Funds ownership: 251.66%250.17% (-1.5%)

3% less funds holding in top 10

Funds holding in top 10: 187182 (-5)

Holders
1,573
Holders Change
-5
Holders Change %
-0.32%
% of All Funds
24.81%
Holding in Top 10
182
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.67%
% of All Funds
2.87%
New
126
Increased
722
Reduced
456
Closed
110
Calls
$12.1M
Puts
$11.7M
Net Calls
+$411K
Net Calls Change
-$8.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1301
Morton Capital Management
California
$264K
TCOO
1302
Trust Company of Oklahoma
Oklahoma
$264K
NB
1303
NBT Bank
New York
$263K
CAM
1304
Congress Asset Management
Massachusetts
$262K
WPC
1305
Waters Parkerson & Co
Louisiana
$262K +$35.2K +600 +16%
CCA
1306
Clearwater Capital Advisors
Illinois
$261K -$235 -4 -0.1%
CAL
1307
Capital Advisors Ltd
Ohio
$261K
GA
1308
Greenspring Advisors
Maryland
$261K
FBC
1309
Fairfield, Bush & Co
Connecticut
$260K
AIM
1310
Athena Investment Management
California
$260K +$256K +4,356 New
WLPWM
1311
Walled Lake Planning & Wealth Management
Illinois
$259K -$130K -2,220 -34%
SIMM
1312
Stillwater Investment Management (Minnesota)
Minnesota
$259K +$256K +4,356 New
SFP
1313
Strategic Financial Partners
Oregon
$257K -$8.45K -144 -3%
PWS
1314
Paragon Wealth Strategies
Florida
$256K +$8.21K +140 +3%
YWP
1315
YorkBridge Wealth Partners
New York
$256K +$19.5K +332 +8%
FCIM
1316
Fairview Capital Investment Management
California
$255K -$164K -2,800 -39%
TLFA
1317
True Link Financial Advisors
California
$255K +$704 +12 +0.3%
WP
1318
WealthShield Partners
North Carolina
$255K +$35K +596 +16%
CCA
1319
Cottonwood Capital Advisors
Utah
$252K -$13.6K -232 -5%
ML
1320
McAdam LLC
Pennsylvania
$252K +$37.1K +632 +17%
SL
1321
Salomon & Ludwin
Virginia
$251K
HP
1322
HT Partners
Connecticut
$251K +$247K +4,216 New
FF
1323
FourThought Financial
Florida
$250K +$136K +2,320 +123%
BCMLT
1324
Beacon Capital Management LLC (Tennessee)
Tennessee
$249K +$245K +4,176 New
BPWM
1325
Badgley Phelps Wealth Managers
Washington
$248K

VO Hedge Fund Activity: Q1 2022 in Review

1,573 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2022, worth a combined $34.2B — down 3.5% from $35.5B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new VO positions and 110 closed out — a net gain of 16 holders — while 722 added to existing stakes and 456 trimmed.

The largest buyer was Wells Fargo, adding an estimated $591M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $606M.

  • 1,573 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2022, down from 1,578 in Q4 2021.
  • Funds reported $34.2B of Vanguard Mid-Cap ETF stock for Q1 2022, down 3.5% quarter-over-quarter.
  • 126 funds opened new Vanguard Mid-Cap ETF positions in Q1 2022 and 110 closed out, a net change of +16 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q1 2022 was Wells Fargo, an estimated $591M added.
  • The largest Vanguard Mid-Cap ETF seller in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $606M sold.

Based on aggregated 13F filings for Q1 2022.