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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
WTA
1376
Washington Trust Advisors
Massachusetts
$102K +$55.3K +1,024 +98%
PWC
1377
PYA Waltman Capital
Tennessee
$101K
MWP
1378
MYCIO Wealth Partners
Pennsylvania
$100K
RG
1379
Retirement Group
California
$94K +$37.6K +696 +57%
CWM
1380
Castle Wealth Management
Florida
$94K +$103K +1,904 New
TC
1381
Trust Company
Kansas
$93K +$15.8K +292 +18%
MAM
1382
Meeder Asset Management
Ohio
$91K -$56.4K -1,044 -36%
LF
1383
Lee Financial
Texas
$87K
MFC
1384
Morris Financial Concepts
South Carolina
$87K +$216 +4 +0.2%
FNBOSM
1385
First National Bank of South Miami
Florida
$85K
GFPC
1386
Global Financial Private Client
Florida
$84.4K
FRA
1387
Front Row Advisors
California
$84K
SN
1388
Sittner & Nelson
Oregon
$82K
STCOSD
1389
Sageworth Trust Company of South Dakota
South Dakota
$80K
BHWM
1390
Beaird Harris Wealth Management
Texas
$79K
CS
1391
Credit Suisse
Switzerland
$78K +$85.8K +1,588 New
LWANC
1392
Laurel Wealth Advisors (North Carolina)
North Carolina
$76K
HFA
1393
HC Financial Advisors
California
$76K +$15.3K +284 +23%
TFP
1394
Tilia Fiduciary Partners
North Carolina
$74K
WT
1395
Washington Trust
Rhode Island
$74K
AF
1396
Affiance Financial
Minnesota
$71K
VC
1397
Vestor Capital
Illinois
$71K +$5.4K +100 +8%
VNIM
1398
Vaughan Nelson Investment Management
Texas
$70K
BDWM
1399
Brewin Dolphin Wealth Management
Ireland
$68K +$33.5K +620 +100%
KTC
1400
Kistler-Tiffany Companies
Pennsylvania
$67K +$73.5K +1,360 New

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.