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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
CYG
1376
Clean Yield Group
Vermont
$216K -$23.5K -400 -10%
Members Trust
1377
Members Trust
Florida
$216K
CAN
1378
Claraphi Advisory Network
United States
$216K +$214K +3,640 New
RSWM
1379
Robertson Stephens Wealth Management
California
$215K -$14.3K -244 -6%
PA
1380
Probity Advisors
Texas
$215K
JWM
1381
JGP Wealth Management
Oregon
$215K +$215K +3,664 New
CNFG
1382
Creegan & Nassoura Financial Group
New Hampshire
$214K
JWBC
1383
J.W. Burns & Co
New York
$214K
AW
1384
Apricus Wealth
South Carolina
$214K +$211K +3,600 New
PWM
1385
PRW Wealth Management
Massachusetts
$213K
BWA
1386
Beam Wealth Advisors
Louisiana
$213K +$12K +204 +6%
HA
1387
HFG Advisors
Ohio
$213K +$24.6K +420 +13%
IFAM
1388
Institutional & Family Asset Management
Colorado
$212K -$222K -3,784 -51%
EBT
1389
Enterprise Bank & Trust
Massachusetts
$212K
FLII
1390
First Long Island Investors
New York
$212K
MIM
1391
Marco Investment Management
Georgia
$210K
MAA
1392
Matrix Asset Advisors
New York
$210K
NSIM
1393
North Star Investment Management
Illinois
$210K
WIP
1394
WealthCare Investment Partners
Rhode Island
$210K +$209K +3,564 New
TWM
1395
Tradition Wealth Management
Minnesota
$208K -$8.45K -144 -4%
TT
1396
TI-Trust
Illinois
$208K -$5.63K -96 -3%
HFAS
1397
Hummer Financial Advisory Services
Illinois
$207K
SFG
1398
SNS Financial Group
Minnesota
$206K -$36.8K -628 -15%
MPW
1399
MA Private Wealth
California
$206K +$704 +12 +0.3%
HCM
1400
Howland Capital Management
Massachusetts
$206K +$203K +3,468 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.