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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
CAM
1301
Congress Asset Management
Massachusetts
$217K
WPC
1302
Waters Parkerson & Co
Louisiana
$217K
TCM
1303
Tradewinds Capital Management
Washington
$216K -$399K -7,380 -63%
CCA
1304
Clearwater Capital Advisors
Illinois
$216K
GA
1305
Greenspring Advisors
Maryland
$216K
CG
1306
Cutler Group
California
$216K +$195K +3,604 +451%
SIMM
1307
Stillwater Investment Management (Minnesota)
Minnesota
$215K +$432 +8 +0.2%
FBC
1308
Fairfield, Bush & Co
Connecticut
$214K -$1.51K -28 -0.6%
IAG
1309
Investment Advisory Group
Massachusetts
$214K +$235K +4,344 New
SFP
1310
Strategic Financial Partners
Oregon
$213K +$216 +4 +0.1%
BIAS
1311
Beacon Investment Advisory Services
New Jersey
$211K +$12.5K +232 +6%
ZIM
1312
Zacks Investment Management
Illinois
$208K +$10.8K +200 +5%
PWMG
1313
Provence Wealth Management Group
California
$206K +$42.1K +780 +23%
WFA
1314
Wellspring Financial Advisors
Ohio
$205K -$293K -5,420 -57%
DIP
1315
DT Investment Partners
Pennsylvania
$204K -$80.2K -1,484 -26%
APG
1316
Abacus Planning Group
South Carolina
$204K -$31.8K -588 -12%
OCM
1317
Orser Capital Management
Texas
$204K -$18.4K -340 -8%
CWM
1318
Collaborative Wealth Management
Florida
$204K +$224K +4,148 New
Fisher Asset Management
1319
Fisher Asset Management
Washington
$202K -$95.5K -1,768 -30%
GSB
1320
Greenfield Savings Bank
Massachusetts
$202K +$221K +4,096 New
CAN
1321
Claraphi Advisory Network
United States
$201K +$24K +444 +12%
CAG
1322
Csenge Advisory Group
Florida
$200K
FPCP
1323
Fort Point Capital Partners
California
$200K
FWM
1324
Frontier Wealth Management
Missouri
$200K
BFG
1325
Berger Financial Group
Minnesota
$200K +$1.3K +24 +0.6%

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.