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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
ST
1401
Sageworth Trust
Pennsylvania
$66K
IFS
1402
Intelligent Financial Strategies
Minnesota
$61K
EBA
1403
Eagle Bay Advisors
New York
$60.1K +$65.9K +1,220 New
FCMT
1404
Founders Capital Management (Texas)
Texas
$60K
IF
1405
Integrity Financial
Wyoming
$60K +$16.4K +304 +33%
MCA
1406
Maryland Capital Advisors
Maryland
$59K
AP
1407
Atwood & Palmer
Missouri
$56K -$15.1K -280 -20%
TF
1408
TimeScale Financial
Massachusetts
$54K -$648 -12 -1%
FA
1409
Financial Advantage
Maryland
$54K
PCA
1410
Providence Capital Advisors
North Carolina
$54K
PWM
1411
Provident Wealth Management
Tennessee
$54K
BTI
1412
Blue Trust Inc
Georgia
$54K +$49.3K +912 New
GI
1413
Gradient Investments
Minnesota
$53K -$17.1K -316 -23%
NC
1414
NewSquare Capital
Pennsylvania
$52K
CIA
1415
Cascade Investment Advisors
Oregon
$50.4K
FPFS
1416
First Personal Financial Services
North Carolina
$50K
PP
1417
PFS Partners
New Jersey
$49.4K +$216 +4 +0.4%
LWP
1418
Laurel Wealth Planning
Minnesota
$49K -$49.7K -920 -48%
DAC
1419
Dividend Assets Capital
South Carolina
$49K
MW
1420
Milestone Wealth
New York
$49K
CT
1421
Clearstead Trust
Maine
$46K
BCM
1422
Birch Capital Management
Texas
$45.3K
Bank of Montreal
1423
Bank of Montreal
Ontario, Canada
$43.8K +$10.2M +188,356 +28%
BCPWM
1424
Bradley & Co Private Wealth Management
Florida
$43K
FCG
1425
Financial Connections Group
California
$43K

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.