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Vanguard Mid-Cap ETF

1,573 hedge funds and large institutions have $34.2B invested in Vanguard Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 722 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 722 | Existing positions reduced: 456

15% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 110

4% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $11.7M

0% less funds holding

Funds holding: 1,5781,573 (-5)

3% less capital invested

Capital invested by funds: $35.5B → $34.2B (-$1.23B)

1.49% less ownership

Funds ownership: 251.66%250.17% (-1.5%)

3% less funds holding in top 10

Funds holding in top 10: 187182 (-5)

Holders
1,573
Holders Change
-5
Holders Change %
-0.32%
% of All Funds
24.81%
Holding in Top 10
182
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.67%
% of All Funds
2.87%
New
126
Increased
722
Reduced
456
Closed
110
Calls
$12.1M
Puts
$11.7M
Net Calls
+$411K
Net Calls Change
-$8.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1476
Plante Moran Financial Advisors
Michigan
$63K +$23.9K +408 +63%
NC
1477
NewSquare Capital
Pennsylvania
$63K +$62.4K +1,064 New
WTA
1478
Washington Trust Advisors
Massachusetts
$62K
CIA
1479
Cascade Investment Advisors
Oregon
$60.8K -$8.21K -140 -12%
FPFS
1480
First Personal Financial Services
North Carolina
$60K
PP
1481
PFS Partners
New Jersey
$59.5K +$235 +4 +0.4%
DAC
1482
Dividend Assets Capital
South Carolina
$59K
FFA
1483
Freedman Financial Associates
Massachusetts
$58K
CT
1484
Clearstead Trust
Maine
$55K -$91.3K -1,556 -63%
PPWM
1485
PFG Private Wealth Management
Florida
$55K -$19.7K -336 -26%
BCM
1486
Birch Capital Management
Texas
$55K
IF
1487
Integrity Financial
Wyoming
$55K +$30.3K +516 +126%
QC
1488
Quent Capital
New York
$53K +$52.1K +888 New
BCPWM
1489
Bradley & Co Private Wealth Management
Florida
$52K
FCG
1490
Financial Connections Group
California
$52K
FC
1491
Family CFO
California
$51K
WFA
1492
WestHill Financial Advisors
California
$50K
ZIG
1493
Zullo Investment Group
Pennsylvania
$49K -$9.39K -160 -16%
JWA
1494
JFS Wealth Advisors
Pennsylvania
$49K +$35.2K +600 +263%
DWA
1495
Dougherty Wealth Advisers
Minnesota
$48K
EA
1496
Evolution Advisers
Virginia
$48K
CWP
1497
Concord Wealth Partners
Virginia
$48K +$235 +4 +0.5%
MIM
1498
MTM Investment Management
South Carolina
$47K
HI
1499
Hudock Inc
Pennsylvania
$47K +$4.22K +72 +10%
CG
1500
Cutler Group
California
$47K +$46.9K +800 New

VO Hedge Fund Activity: Q1 2022 in Review

1,573 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2022, worth a combined $34.2B — down 3.5% from $35.5B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new VO positions and 110 closed out — a net gain of 16 holders — while 722 added to existing stakes and 456 trimmed.

The largest buyer was Wells Fargo, adding an estimated $591M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $606M.

  • 1,573 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2022, down from 1,578 in Q4 2021.
  • Funds reported $34.2B of Vanguard Mid-Cap ETF stock for Q1 2022, down 3.5% quarter-over-quarter.
  • 126 funds opened new Vanguard Mid-Cap ETF positions in Q1 2022 and 110 closed out, a net change of +16 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q1 2022 was Wells Fargo, an estimated $591M added.
  • The largest Vanguard Mid-Cap ETF seller in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $606M sold.

Based on aggregated 13F filings for Q1 2022.