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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
BI
1526
Berkeley Inc
Idaho
-$472K -9,588 Closed
BAS
1527
Brown Advisory Securities
Maryland
-$463K -9,416 Closed
HI
1528
Human Investing
Oregon
-$454K -9,228 Closed
SFPG
1529
Stonebridge Financial Planning Group
Florida
-$410K -8,316 Closed
CAG
1530
Compass Advisory Group
New York
-$399K -8,096 Closed
KM
1531
Kalos Management
Georgia
-$350K -7,040 Closed
BFIM
1532
Beese Fulmer Investment Management
Ohio
-$334K -6,788 Closed
HCM
1533
Hutchinson Capital Management
California
-$312K -6,340 Closed
MP
1534
McDonald Partners
Ohio
-$286K -5,808 Closed
TWP
1535
Total Wealth Planning
Ohio
-$276K -5,596 Closed
MCM
1536
Mill Capital Management
North Carolina
-$269K -5,464 Closed
AA
1537
Advisory Alpha
Michigan
-$251K -5,088 Closed
OCG
1538
Opus Capital Group
Ohio
-$242K -4,908 Closed
SWMG
1539
Signature Wealth Management Group
Georgia
-$239K -4,856 Closed
BWM
1540
BigSur Wealth Management
Florida
-$238K -4,828 Closed
SIM
1541
Sadoff Investment Management
Wisconsin
-$236K -4,800 Closed
RSWM
1542
Robertson Stephens Wealth Management
California
-$230K -4,672 Closed
VWM
1543
Venturi Wealth Management
Texas
-$228K -4,632 Closed
FAT
1544
First American Trust
California
-$224K -4,548 Closed
PA
1545
Parkside Advisors
California
-$224K -4,548 Closed
SA
1546
Sunesis Advisors
Kansas
-$221K -4,484 Closed
RPGK
1547
Retirement Planning Group (Kansas)
Kansas
-$219K -4,452 Closed
TCOO
1548
Trust Company of Oklahoma
Oklahoma
-$219K -4,444 Closed
SFP
1549
Strategic Financial Partners
Oregon
-$213K -4,320 Closed
BIAS
1550
Beacon Investment Advisory Services
New Jersey
-$211K -4,292 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.