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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
FC
1426
Family CFO
California
$42.5K
WFA
1427
WestHill Financial Advisors
California
$42K
ZIG
1428
Zullo Investment Group
Pennsylvania
$41K
CWP
1429
Concord Wealth Partners
Virginia
$41K +$1.73K +32 +4%
EA
1430
Evolution Advisers
Virginia
$40K
GFP
1431
Gryphon Financial Partners
Ohio
$40K +$43.4K +804 New
JWA
1432
JFS Wealth Advisors
Pennsylvania
$39K -$1.73K -32 -4%
DWA
1433
Dougherty Wealth Advisers
Minnesota
$39K
HI
1434
Hudock Inc
Pennsylvania
$39K
MIM
1435
MTM Investment Management
South Carolina
$39K
IIL
1436
Insight Inv LLC
California
$38K
OSNBOA
1437
Old Second National Bank of Aurora
Illinois
$38K
RCM
1438
Regency Capital Management
Hawaii
$38K
HDIM
1439
Hanson & Doremus Investment Management
Vermont
$37K
BA
1440
Ballast Advisors
Minnesota
$36K
HF
1441
Halpern Financial
Virginia
$35.5K
GAG
1442
Goodman Advisory Group
Massachusetts
$33K +$35.7K +660 New
PA
1443
PSI Advisors
Florida
$32K
CWAF
1444
Core Wealth Advisors (Florida)
Florida
$31K +$33.9K +628 New
IWP
1445
IAG Wealth Partners
Wisconsin
$30K
TIM
1446
Tortoise Investment Management
New York
$30K +$11K +204 +51%
AWM
1447
Atticus Wealth Management
Florida
$29K
CNBTD
1448
Citizens National Bank Trust Department
Mississippi
$29K
LDFR
1449
Lehman & Derafelo Financial Resources
Pennsylvania
$29K +$32K +592 New
OCM
1450
Orion Capital Management
California
$28K

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.