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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
CWS
1326
Confluence Wealth Services
Pennsylvania
$246K
AFG
1327
Allegheny Financial Group
Pennsylvania
$242K -$9.39K -160 -4%
FPCP
1328
Fort Point Capital Partners
California
$242K
OBWG
1329
Onyx Bridge Wealth Group
New York
$242K
CAG
1330
Csenge Advisory Group
Florida
$242K +$22.3K +380 +10%
BIAS
1331
Beacon Investment Advisory Services
New Jersey
$241K
LWA
1332
Lineweaver Wealth Advisors
Ohio
$240K
ZIM
1333
Zacks Investment Management
Illinois
$240K
BFG
1334
Berger Financial Group
Minnesota
$240K +$237K +4,036 New
CA
1335
Carson Advisory
Georgia
$240K +$237K +4,040 New
VW
1336
Vance Wealth
California
$239K -$74.6K -1,272 -24%
HC
1337
Hoese & Co
Minnesota
$239K
CCM
1338
Coerente Capital Management
Ontario, Canada
$237K
PGIM
1339
Pacific Global Investment Management
California
$237K
NEPWA
1340
New England Private Wealth Advisors
Massachusetts
$237K +$704 +12 +0.3%
MWP
1341
Madison Wealth Partners
Wisconsin
$237K +$12.4K +212 +6%
FWM
1342
Frontier Wealth Management
Missouri
$236K
AR
1343
Apeiron RIA
Texas
$235K -$27K -460 -10%
PCM
1344
Pennsylvania Capital Management
Pennsylvania
$235K +$11.7K +200 +5%
RIL
1345
Rothschild Investment LLC
Illinois
$234K
EPP
1346
ETF Portfolio Partners
Kansas
$233K +$230K +3,912 New
IGWM
1347
ICA Group Wealth Management
Colorado
$233K +$250K +4,264 New
CPFP
1348
Clear Perspectives Financial Planning
Ohio
$232K -$23.5K -400 -9%
GWAG
1349
Garrett Wealth Advisory Group
Texas
$232K +$229K +3,904 New
CGA
1350
Crescent Grove Advisors
Illinois
$231K

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.