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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
DP
126
Divergent Planning
Maryland
$20.6M +$935K +17,304 +4%
HWM
127
HB Wealth Management
Georgia
$20.6M -$1.58M -29,192 -7%
WT
128
Whittier Trust
California
$20.5M -$59.6K -1,104 -0.3%
SCA
129
Spearhead Capital Advisors
Florida
$20.3M -$735K -13,612 -3%
FW
130
Fidato Wealth
Ohio
$19.8M -$157K -2,904 -0.7%
Legacy Financial Group (Iowa)
131
Legacy Financial Group (Iowa)
Iowa
$19.6M +$4.4M +81,416 +26%
Cetera Investment Advisers
132
Cetera Investment Advisers
Illinois
$19.4M +$1.31M +24,304 +7%
VOYA Investment Management
133
VOYA Investment Management
Georgia
$18.9M +$4.25M +78,604 +26%
CAAS
134
Capital Asset Advisory Services
Michigan
$18.6M +$538K +9,956 +3%
AWM
135
AE Wealth Management
Kansas
$18.6M -$789K -14,608 -4%
SAM
136
Stone Asset Management
Texas
$18.1M +$512K +9,468 +3%
NYLIM
137
New York Life Investment Management
New York
$17.9M +$4.13M +76,412 +27%
AAP
138
Arax Advisory Partners
Colorado
$17.6M +$1.13M +21,004 +6%
WIC
139
Woodmont Investment Counsel
Tennessee
$17.5M +$290K +5,372 +2%
ABC
140
Associated Banc-Corp
Wisconsin
$17.4M +$1.32M +24,368 +7%
NHC
141
Nicholas Hoffman & Company
Georgia
$17.4M +$299K +5,532 +2%
PFA
142
Pure Financial Advisors
California
$17.3M +$1.52M +28,184 +9%
PCA
143
Personal Capital Advisors
California
$17.3M -$493K -9,132 -3%
WTC
144
WhitTier Trust Company
Nevada
$16.9M -$43.4K -804 -0.2%
WCWM
145
Wooster Corthell Wealth Management
Connecticut
$16.9M +$806K +14,912 +5%
SFS
146
Searcy Financial Services
Kansas
$16.7M +$450K +8,320 +3%
SCM
147
SOL Capital Management
Maryland
$16.5M +$295K +5,460 +2%
RRA
148
Round Rock Advisors
Connecticut
$16.4M +$1.86M +34,480 +12%
PWM
149
Praetorian Wealth Management
California
$16.3M +$208K +3,856 +1%
KPWG
150
KFA Private Wealth Group
Virginia
$16.2M +$911K +16,864 +5%

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.