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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
LFGH
1501
Lee Financial Group Hawaii
Hawaii
$240 -$85.1K -1,628 -24%
WIM
1502
Westside Investment Management
California
$67
JMF
1503
Johnson Midwest Financial
Iowa
$42 +$46.8K +896 New
BSSFA
1504
Baron Silver Stevens Financial Advisors
Florida
$24 +$187K +3,584 +7%
FZCM
1505
Flynn Zito Capital Management
New York
-$16.2M -328,432 Closed
CWA
1506
Choice Wealth Advisors
Maine
-$10.7M -218,228 Closed
SLT
1507
St Louis Trust
Missouri
-$6.18M -125,576 Closed
E
1508
Ergoteles
New York
-$3.48M -70,640 Closed
VCM
1509
Virtue Capital Management
Tennessee
-$2.46M -49,948 Closed
AIP
1510
Almanack Investment Partners
Pennsylvania
-$2.17M -44,096 Closed
LGA
1511
Lebenthal Global Advisors
New York
-$1.9M -38,632 Closed
ARC
1512
Advisor Resource Council
Texas
-$1.86M -37,780 Closed
FHC
1513
First Heartland Consultants
Missouri
-$1.67M -33,884 Closed
LWMG
1514
Levy Wealth Management Group
Pennsylvania
-$1.59M -32,236 Closed
Janus Henderson Group
1515
Janus Henderson Group
United Kingdom
-$1.19M -24,128 Closed
ACM
1516
AlphaStar Capital Management
North Carolina
-$1.06M -21,616 Closed
JCM
1517
J2 Capital Management
Michigan
-$1.02M -20,656 Closed
BA
1518
Bridgewater Advisors
New York
-$1.01M -20,612 Closed
CBN
1519
Cadence Bank NA
Texas
-$894K -18,156 Closed
KCM
1520
Karp Capital Management
California
-$854K -17,344 Closed
EFSCE
1521
Enterprise Financial Services Corp (EFSC)
Missouri
-$807K -16,396 Closed
AIA
1522
Acute Investment Advisory
Arizona
-$780K -15,844 Closed
DFA
1523
DHK Financial Advisors
New Hampshire
-$675K -13,712 Closed
WG
1524
Welch Group
Alabama
-$569K -11,560 Closed
GAM
1525
Gould Asset Management
California
-$480K -9,744 Closed

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.