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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
NFSG
1501
Newbridge Financial Services Group
Florida
$4K +$864 +16 +24%
PFA
1502
Professional Financial Advisors
Nebraska
$4K +$4.32K +80 New
WWP
1503
WR Wealth Planners
Missouri
$3.54K +$2.38K +44 +157%
APC
1504
Aspire Private Capital
North Carolina
$3K
GSAM
1505
Grant Street Asset Management
Pennsylvania
$2.35K +$185K +3,428 +8%
AIA
1506
Arcadia Investment Advisors
Idaho
$2.17K
NL
1507
NVWM LLC
Pennsylvania
$2K -$7.13K -132 -75%
CMA
1508
Cedar Mountain Advisors
Oregon
$2K
MHR
1509
Matthew Hamilton Rosenberg
$2K
SIS
1510
Sound Income Strategies
Florida
$2K
VCM
1511
Viewpoint Capital Management
Washington
$2K
WBC
1512
West Branch Capital
Massachusetts
$2K
WCAMG
1513
Woodard & Company Asset Management Group
North Carolina
$2K +$1.73K +32 New
RDIA
1514
RE Dickinson Investment Advisors
Iowa
$1.38K +$140K +2,592 +10%
DCM
1515
Davidson Capital Management
Texas
$1K -$19M -351,064 -100%
BIM
1516
Baldwin Investment Management
Pennsylvania
$559 +$648 +12 +0.1%
ONST
1517
Old North State Trust
North Carolina
$503
WIM
1518
Westside Investment Management
California
$71 -$5.62K -104 -7%
SL
1519
Systelligence LLC
Minnesota
-$15.5M -260,072 Closed
FWA
1520
FSC Wealth Advisors
New York
-$10.1M -169,336 Closed
FSA
1521
Financial Sense Advisors
California
-$4.74M -79,712 Closed
Millennium Management
1522
Millennium Management
New York
-$3.42M -57,564 Closed
LWMNY
1523
Landmark Wealth Management (New York)
New York
-$1.59M -53,280 Closed
AF
1524
Alerus Financial
North Dakota
-$2.7M -45,420 Closed
BHTS
1525
Bar Harbor Trust Services
Maine
-$2.28M -38,364 Closed

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.