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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
TIM
1426
Tortoise Investment Management
New York
$28K
NIC
1427
Northwest Investment Counselors
Oregon
$28K +$30.7K +588 New
LSA
1428
Lansing Street Advisors
Pennsylvania
$28K +$30.9K +592 New
RCM
1429
Raleigh Capital Management
North Carolina
$28K +$31.4K +600 New
SIC
1430
SJS Investment Consulting
Ohio
$28K +$31.4K +600 New
OCM
1431
Orion Capital Management
California
$27K
BCM
1432
Blume Capital Management
California
$26K
AWM
1433
Aberdeen Wealth Management
Illinois
$25K +$10K +192 +56%
MA
1434
MCF Advisors
Kentucky
$24K
LPP
1435
Life Planning Partners
Florida
$23.1K
OPW
1436
Oxler Private Wealth
New York
$23.1K
AC
1437
Asio Capital
Kentucky
$23K
CMP
1438
Coston McIsaac & Partners
Maine
$22K
HBW
1439
Hazlett, Burt & Watson
West Virginia
$22K +$209 +4 +0.9%
FFA
1440
Fairfield Financial Advisors
Massachusetts
$20.5K +$22.8K +436 New
AWM
1441
AllSquare Wealth Management
New York
$19K
AIA
1442
Armor Investment Advisors
North Carolina
$19K
EK
1443
Evensky & Katz
Florida
$19K
FCG
1444
Financial Connections Group
California
$18K -$25.7K -492 -55%
FCA
1445
FinTrust Capital Advisors
South Carolina
$18K +$9.82K +188 +109%
AP
1446
Atwood & Palmer
Missouri
$16K -$41.8K -800 -70%
ASBI
1447
American State Bank (Iowa)
Iowa
$15.6K
DAC
1448
Dividend Assets Capital
South Carolina
$15K -$35.3K -676 -68%
ARIS
1449
Advanced Research Investment Solutions
California
$15K
EWA
1450
EverSource Wealth Advisors
Alabama
$15K

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.