We are live on ! Find out more
VO icon

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
PWMG
1551
Provence Wealth Management Group
California
-$206K -4,180 Closed
WFA
1552
Wellspring Financial Advisors
Ohio
-$205K -4,172 Closed
CWM
1553
Collaborative Wealth Management
Florida
-$204K -4,148 Closed
OCM
1554
Orser Capital Management
Texas
-$204K -4,140 Closed
APG
1555
Abacus Planning Group
South Carolina
-$204K -4,136 Closed
GSB
1556
Greenfield Savings Bank
Massachusetts
-$202K -4,096 Closed
CAG
1557
Csenge Advisory Group
Florida
-$200K -4,068 Closed
FPCP
1558
Fort Point Capital Partners
California
-$200K -4,068 Closed
BFG
1559
Berger Financial Group
Minnesota
-$200K -4,060 Closed
BW
1560
Bison Wealth
Georgia
-$197K -4,008 Closed
NEPWA
1561
New England Private Wealth Advisors
Massachusetts
-$237K -3,992 Closed
TWP
1562
TFO Wealth Partners
Ohio
-$174K -3,540 Closed
CS
1563
Credit Suisse
Switzerland
-$78K -1,588 Closed
ST
1564
Sageworth Trust
Pennsylvania
-$66K -1,348 Closed
CIA
1565
Cascade Investment Advisors
Oregon
-$50.4K -1,020 Closed
CWP
1566
Concord Wealth Partners
Virginia
-$41K -836 Closed
GFP
1567
Gryphon Financial Partners
Ohio
-$40K -804 Closed
RCM
1568
Regency Capital Management
Hawaii
-$38K -768 Closed
COCM
1569
Charter Oak Capital Management
New Hampshire
-$21K -432 Closed
EARNEST Partners
1570
EARNEST Partners
Georgia
-$21K -428 Closed
VCM
1571
Vigilant Capital Management
Maine
-$17K -352 Closed
GWM
1572
Grand Wealth Management
Michigan
-$15K -304 Closed
MCC
1573
Money Concepts Capital
Florida
-$13K -252 Closed
DC
1574
Darrow Company
Massachusetts
-$5K -120 Closed
NL
1575
NVWM LLC
Pennsylvania
-$2K -44 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.