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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
CWA
1476
Clearview Wealth Advisors
Oregon
$6K +$6.27K +120 New
PWP
1477
Principle Wealth Partners
Connecticut
$5.11K +$1.78M +34,140 +46%
CAM
1478
Costello Asset Management
Pennsylvania
$5K
WAS
1479
Winch Advisory Services
Wisconsin
$5K +$5.02K +96 New
BWP
1480
Baldwin Wealth Partners
Massachusetts
$4K -$4.18K -80 -47%
CWA
1481
Carolina Wealth Advisors
South Carolina
$4K
EL
1482
EMFO LLC
Florida
$4K
PFA
1483
Professional Financial Advisors
Nebraska
$4K
WWP
1484
WR Wealth Planners
Missouri
$3.38K
LFA
1485
Level Financial Advisors
New York
$3K -$10.5K -200 -74%
NFSG
1486
Newbridge Financial Services Group
Florida
$3K -$627 -12 -14%
MCM
1487
MV Capital Management
Maryland
$3K
FCAS
1488
First Command Advisory Services
Texas
$3K +$9.2K +176 New
MOS
1489
MGO One Seven
Ohio
$2.37K +$32.8K +628 +1%
AIA
1490
Arcadia Investment Advisors
Idaho
$2.07K
APC
1491
Aspire Private Capital
North Carolina
$2K
CMA
1492
Cedar Mountain Advisors
Oregon
$2K
MHR
1493
Matthew Hamilton Rosenberg
$2K
VCM
1494
Viewpoint Capital Management
Washington
$2K
WBC
1495
West Branch Capital
Massachusetts
$2K
SIS
1496
Sound Income Strategies
Florida
$2K +$209 +4 +8%
ACM
1497
Absolute Capital Management
Pennsylvania
$1.75K +$1.88K +36 New
NDSI
1498
Newman Dignan & Sheerar Inc
Rhode Island
$1.05K +$51.8K +992 +5%
DCM
1499
Davidson Capital Management
Texas
$1K
BIM
1500
Baldwin Investment Management
Pennsylvania
$451 -$91.4K -1,748 -15%

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.