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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
OSNBOA
1501
Old Second National Bank of Aurora
Illinois
$46K -$48.1K -820 -52%
RCM
1502
Regency Capital Management
Hawaii
$46K
IIL
1503
Insight Inv LLC
California
$45K
HDIM
1504
Hanson & Doremus Investment Management
Vermont
$45K +$37.8K +644 +596%
BA
1505
Ballast Advisors
Minnesota
$43K
HF
1506
Halpern Financial
Virginia
$42.8K
PA
1507
PSI Advisors
Florida
$39K -$29.3K -500 -44%
LWA
1508
Lenox Wealth Advisors
New York
$38K
BDWM
1509
Brewin Dolphin Wealth Management
Ireland
$37K
LIA
1510
LS Investment Advisors
Michigan
$37K
SIC
1511
SJS Investment Consulting
Ohio
$36K
IWP
1512
IAG Wealth Partners
Wisconsin
$36K +$3.99K +68 +13%
AWM
1513
Atticus Wealth Management
Florida
$35K +$235 +4 +0.7%
OCM
1514
Orion Capital Management
California
$34K
BCM
1515
Blume Capital Management
California
$33K
SPWM
1516
Spartan Planning & Wealth Management
North Carolina
$33K +$32.6K +556 New
SFC
1517
SYM Financial Corp
Indiana
$32K +$16.4K +280 +109%
CNBTD
1518
Citizens National Bank Trust Department
Mississippi
$32K +$34.7K +592 New
ARIS
1519
Advanced Research Investment Solutions
California
$31K -$18.8K -320 -38%
MA
1520
MCF Advisors
Kentucky
$31K +$30.3K +516 New
AC
1521
Asio Capital
Kentucky
$30K
AWM
1522
Abound Wealth Management
Tennessee
$29K -$42.9K -732 -60%
SWM
1523
Selective Wealth Management
Virginia
$28K +$14.6K +248 +111%
TCCM
1524
Timber Creek Capital Management
Massachusetts
$27K +$27K +460 New
COCM
1525
Charter Oak Capital Management
New Hampshire
$26K +$7.74K +132 +44%

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.