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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
CCA
1476
Column Capital Advisors
Indiana
$13K
LFA
1477
Level Financial Advisors
New York
$13K
RMC
1478
Resources Management Corp
Connecticut
$12K -$2.38K -44 -15%
EIP
1479
Ellis Investment Partners
Pennsylvania
$12K +$9.73K +180 +250%
SPWM
1480
Spartan Planning & Wealth Management
North Carolina
$10K -$19.2K -356 -64%
FWM
1481
Focused Wealth Management
New York
$10K
HCM
1482
Highlander Capital Management
New Jersey
$10K
RTC
1483
Riverview Trust Company
Washington
$10K
TAM
1484
Tucker Asset Management
Colorado
$9.85K +$10.8K +200 New
AIP
1485
Ameritas Investment Partners
Nebraska
$9K
YAL
1486
Your Advocates Ltd
Texas
$9K
FCA
1487
FinTrust Capital Advisors
South Carolina
$9K +$9.29K +172 New
M1FG
1488
Mach-1 Financial Group
Arkansas
$9K +$10.2K +188 New
OA
1489
Operose Advisors
Wisconsin
$9K +$10.2K +188 New
BWP
1490
Baldwin Wealth Partners
Massachusetts
$8K
RPCA
1491
Running Point Capital Advisors
California
$8K
IRAG
1492
Investment Research & Advisory Group
Georgia
$8K +$4.97K +92 +144%
BEI
1493
Benjamin Edwards Inc
Missouri
$8K +$8.64K +160 New
VWM
1494
Valley Wealth Managers
New Jersey
$8K +$8.64K +160 New
CAM
1495
Costello Asset Management
Pennsylvania
$6K
DC
1496
Darrow Company
Massachusetts
$5K +$6.48K +120 New
BRWM
1497
B. Riley Wealth Management
Tennessee
$4.02K +$483K +8,948 +12%
CWA
1498
Carolina Wealth Advisors
South Carolina
$4K
EL
1499
EMFO LLC
Florida
$4K
MCM
1500
MV Capital Management
Maryland
$4K

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.