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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
BCM
1451
Blume Capital Management
California
$27K
AC
1452
Asio Capital
Kentucky
$25K
MA
1453
MCF Advisors
Kentucky
$25K
AWM
1454
Abound Wealth Management
Tennessee
$24K
CMP
1455
Coston McIsaac & Partners
Maine
$24K +$26.2K +484 New
LPP
1456
Life Planning Partners
Florida
$24K +$26.6K +492 New
HBW
1457
Hazlett, Burt & Watson
West Virginia
$23K +$3.24K +60 +15%
COCM
1458
Charter Oak Capital Management
New Hampshire
$21K
EARNEST Partners
1459
EARNEST Partners
Georgia
$21K +$23.1K +428 New
AWM
1460
AllSquare Wealth Management
New York
$20K
ANBT
1461
American National Bank & Trust
Texas
$20K
AIA
1462
Armor Investment Advisors
North Carolina
$20K
EK
1463
Evensky & Katz
Florida
$20K +$21.6K +400 New
AWM
1464
Aberdeen Wealth Management
Illinois
$17K
CWM
1465
Curi Wealth Management
North Carolina
$17K +$216 +4 +1%
VCM
1466
Vigilant Capital Management
Maine
$17K +$19K +352 New
ASBI
1467
American State Bank (Iowa)
Iowa
$16.3K
ARIS
1468
Advanced Research Investment Solutions
California
$16K -$10.8K -200 -38%
EWA
1469
EverSource Wealth Advisors
Alabama
$16K -$3.03K -56 -15%
OHWP
1470
Oak Harbor Wealth Partners
North Carolina
$16K
GWM
1471
Grand Wealth Management
Michigan
$15K
SC
1472
Siena Capital
Ohio
$15K
SFC
1473
SYM Financial Corp
Indiana
$14K -$13.8K -256 -48%
CFN
1474
Cordasco Financial Network
Florida
$14K
MCC
1475
Money Concepts Capital
Florida
$13K -$887K -16,424 -98%

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.