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Vanguard Mid-Cap ETF

1,499 hedge funds and large institutions have $30.2B invested in Vanguard Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 703 increasing their positions, 470 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $5.49M

50% more repeat investments, than reductions

Existing positions increased: 703 | Existing positions reduced: 470

7% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 75

2% more capital invested

Capital invested by funds: $29.5B → $30.2B (+$690M)

1% less funds holding in top 10

Funds holding in top 10: 179178 (-1)

1% less funds holding

Funds holding: 1,5181,499 (-19)

2.34% less ownership

Funds ownership: 253.22%250.88% (-2.3%)

Holders
1,499
Holders Change
-19
Holders Change %
-1.25%
% of All Funds
25.82%
Holding in Top 10
178
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.56%
% of All Funds
3.07%
New
80
Increased
703
Reduced
470
Closed
75
Calls
$19.4M
Puts
$5.49M
Net Calls
+$13.9M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
RG
1401
Retirement Group
California
$47K -$47.5K -908 -47%
LWP
1402
Laurel Wealth Planning
Minnesota
$47K
MW
1403
Milestone Wealth
New York
$47K
HF
1404
Halpern Financial
Virginia
$44.4K +$11.7K +224 +31%
EC
1405
EdgeRock Capital
Colorado
$44K +$48.5K +928 New
Bank of Montreal
1406
Bank of Montreal
Ontario, Canada
$42.5K -$1.67M -31,908 -4%
BCPWM
1407
Bradley & Co Private Wealth Management
Florida
$41K
FC
1408
Family CFO
California
$40.6K
WFA
1409
WestHill Financial Advisors
California
$40K
ZIG
1410
Zullo Investment Group
Pennsylvania
$39K
DWA
1411
Dougherty Wealth Advisers
Minnesota
$38K
EA
1412
Evolution Advisers
Virginia
$38K
MIM
1413
MTM Investment Management
South Carolina
$37K
BCM
1414
Birch Capital Management
Texas
$36.7K -$7.32K -140 -15%
IIL
1415
Insight Inv LLC
California
$36K
HDIM
1416
Hanson & Doremus Investment Management
Vermont
$35K
BA
1417
Ballast Advisors
Minnesota
$34K
GAG
1418
Goodman Advisory Group
Massachusetts
$31K
IWP
1419
IAG Wealth Partners
Wisconsin
$31K +$2.51K +48 +8%
CWAF
1420
Core Wealth Advisors (Florida)
Florida
$30K
PA
1421
PSI Advisors
Florida
$30K
SAM
1422
Selway Asset Management
$30K +$33.4K +640 New
AWM
1423
Atticus Wealth Management
Florida
$29K
CNBTD
1424
Citizens National Bank Trust Department
Mississippi
$28K
LDFR
1425
Lehman & Derafelo Financial Resources
Pennsylvania
$28K

VO Hedge Fund Activity: Q3 2022 in Review

1,499 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2022, worth a combined $30.2B — up 2.3% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VO positions and 75 closed out — a net gain of 5 holders — while 703 added to existing stakes and 470 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $68.4M. The largest seller was Bank of America, cutting an estimated $212M.

  • 1,499 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2022, down from 1,518 in Q2 2022.
  • Funds reported $30.2B of Vanguard Mid-Cap ETF stock for Q3 2022, up 2.3% quarter-over-quarter.
  • 80 funds opened new Vanguard Mid-Cap ETF positions in Q3 2022 and 75 closed out, a net change of +5 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2022 was Goldman Sachs, an estimated $68.4M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2022 was Bank of America, an estimated $212M sold.

Based on aggregated 13F filings for Q3 2022.