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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
HC
1326
Hoese & Co
Minnesota
$198K
BW
1327
Bison Wealth
Georgia
$197K -$60.9K -1,128 -22%
FWP
1328
FAS Wealth Partners
Kansas
$192K +$41.7K +772 +25%
HIA
1329
Harbor Investment Advisory
Maryland
$187K +$112K +2,072 +120%
FCB
1330
First Command Bank
Texas
$181K -$60.5K -1,120 -23%
FCFS
1331
First Command Financial Services
Texas
$181K -$60.5K -1,120 -23%
FF
1332
FourThought Financial
Florida
$181K -$28.5K -528 -13%
Barclays
1333
Barclays
United Kingdom
$181K
CYG
1334
Clean Yield Group
Vermont
$179K
IFAM
1335
Institutional & Family Asset Management
Colorado
$176K
BL
1336
Balentine LLC
Georgia
$176K +$128K +2,360 +193%
NSIM
1337
North Star Investment Management
Illinois
$174K
TWP
1338
TFO Wealth Partners
Ohio
$174K +$191K +3,540 New
TWM
1339
Tradition Wealth Management
Minnesota
$172K +$216 +4 +0.1%
EDRH
1340
Edmond de Rothschild Holding
Switzerland
$168K
Kayne Anderson Rudnick Investment Management
1341
Kayne Anderson Rudnick Investment Management
California
$168K +$185K +3,420 New
SWM
1342
Sugarloaf Wealth Management
Georgia
$166K +$432 +8 +0.2%
FCT
1343
First Community Trust
Iowa
$162K
APW
1344
Acima Private Wealth
Virginia
$161K
AC
1345
AlphaCore Capital
California
$158K
NSB
1346
Norway Savings Bank
Maine
$155K -$7.13K -132 -4%
GWSG
1347
GPS Wealth Strategies Group
Colorado
$152K +$4.75K +88 +3%
Simplex Trading
1348
Simplex Trading
Illinois
$149K +$164K +3,044 New
FEG
1349
Financial Enhancement Group
Indiana
$148K +$1.08K +20 +0.7%
CPFP
1350
Clear Perspectives Financial Planning
Ohio
$147K -$50.1K -928 -24%

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.