We are live on ! Find out more
VO icon

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
ERWM
1351
Elk River Wealth Management
Colorado
$231K +$228K +3,884 New
TCWM
1352
Total Clarity Wealth Management
Illinois
$230K -$966K -16,468 -81%
JCM
1353
Janney Capital Management
Pennsylvania
$230K
BFA
1354
Beaumont Financial Advisors
Massachusetts
$230K +$5.63K +96 +3%
PTP
1355
Platform Technology Partners
New York
$229K +$30K +512 +15%
AWP
1356
Accretive Wealth Partners
New Jersey
$226K
BWL
1357
Bogart Wealth LLC
Virginia
$226K +$120K +2,052 +118%
BMCM
1358
Bryn Mawr Capital Management
Pennsylvania
$225K
RA
1359
Riverstone Advisors
Texas
$224K -$72.7K -1,240 -25%
PL
1360
Parthenon LLC
Kentucky
$224K
CFA
1361
Capstone Financial Advisors
Illinois
$223K
CFAM
1362
Coury Firm Asset Management
Pennsylvania
$223K +$704 +12 +0.3%
CWM
1363
Campbell Wealth Management
Virginia
$223K +$220K +3,748 New
CCA
1364
Cobblestone Capital Advisors
New York
$223K +$220K +3,748 New
RPSA
1365
Richard P. Slaughter Associates
Texas
$222K -$48.8K -832 -18%
PP
1366
Palladium Partners
Virginia
$220K
State Street
1367
State Street
Massachusetts
$219K -$47.6K -812 -18%
JWCA
1368
J.W. Coons Advisors
Ohio
$219K +$216K +3,680 New
GKWIM
1369
Gerber Kawasaki Wealth & Investment Management
California
$218K -$180K -3,072 -45%
TP
1370
Tranquility Partners
Tennessee
$218K +$469 +8 +0.2%
Barclays
1371
Barclays
United Kingdom
$218K +$51.9K +884 +32%
CCMG
1372
Clark Capital Management Group
Pennsylvania
$218K +$215K +3,664 New
OPCM
1373
Osborne Partners Capital Management
California
$217K
CWM
1374
C2C Wealth Management
Arizona
$217K +$214K +3,648 New
WIM
1375
Warwick Investment Management
Texas
$217K +$214K +3,656 New

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.