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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
IA
1551
Integrity Advisory
Kansas
-$350K -5,892 Closed
WA
1552
Wealthstream Advisors
New York
-$330K -5,552 Closed
SAM
1553
Strategy Asset Managers
California
-$328K -5,516 Closed
OWA
1554
One Wealth Advisors
California
-$326K -5,488 Closed
STA
1555
Summit Trail Advisors
New York
-$311K -5,224 Closed
RA
1556
Rodgers & Associates
Pennsylvania
-$309K -5,200 Closed
AP
1557
Adero Partners
California
-$305K -5,132 Closed
VAS
1558
Vestmark Advisory Solutions
Massachusetts
-$298K -5,004 Closed
NP
1559
NorthRock Partners
Minnesota
-$292K -4,912 Closed
CA
1560
CGN Advisors
Kansas
-$290K -4,884 Closed
MIA
1561
MainStreet Investment Advisors
Illinois
-$287K -4,820 Closed
CCA
1562
Cadent Capital Advisors
Oklahoma
-$286K -4,816 Closed
BWA
1563
Bordeaux Wealth Advisors
California
-$281K -4,728 Closed
PAMG
1564
Patton Albertson Miller Group
Tennessee
-$279K -4,688 Closed
RVPG
1565
Relative Value Partners Group
-$277K -4,652 Closed
MIM
1566
Moseley Investment Management
Florida
-$267K -4,488 Closed
CCM
1567
Crossvault Capital Management
Texas
-$265K -4,460 Closed
OBWG
1568
Onyx Bridge Wealth Group
New York
-$242K -4,364 Closed
PWS
1569
Paragon Wealth Strategies
Florida
-$256K -4,312 Closed
FCIM
1570
Fairview Capital Investment Management
California
-$255K -4,300 Closed
TLFA
1571
True Link Financial Advisors
California
-$255K -4,280 Closed
CCA
1572
Cottonwood Capital Advisors
Utah
-$252K -4,236 Closed
CA
1573
Carson Advisory
Georgia
-$240K -4,040 Closed
LWA
1574
Lineweaver Wealth Advisors
Ohio
-$240K -4,040 Closed
VW
1575
Vance Wealth
California
-$239K -4,016 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.