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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
CCM
1576
Coerente Capital Management
Ontario, Canada
-$237K -4,000 Closed
AR
1577
Apeiron RIA
Texas
-$235K -3,992 Closed
MWP
1578
Madison Wealth Partners
Wisconsin
-$237K -3,980 Closed
PGIM
1579
Pacific Global Investment Management
California
-$237K -3,980 Closed
PCM
1580
Pennsylvania Capital Management
Pennsylvania
-$235K -3,948 Closed
RIL
1581
Rothschild Investment LLC
Illinois
-$234K -3,940 Closed
EPP
1582
ETF Portfolio Partners
Kansas
-$233K -3,912 Closed
GWAG
1583
Garrett Wealth Advisory Group
Texas
-$232K -3,904 Closed
CGA
1584
Crescent Grove Advisors
Illinois
-$231K -3,884 Closed
ERWM
1585
Elk River Wealth Management
Colorado
-$231K -3,884 Closed
BFA
1586
Beaumont Financial Advisors
Massachusetts
-$230K -3,876 Closed
JCM
1587
Janney Capital Management
Pennsylvania
-$230K -3,860 Closed
BMCM
1588
Bryn Mawr Capital Management
Pennsylvania
-$225K -3,776 Closed
PL
1589
Parthenon LLC
Kentucky
-$224K -3,760 Closed
CWM
1590
Campbell Wealth Management
Virginia
-$223K -3,748 Closed
CCA
1591
Cobblestone Capital Advisors
New York
-$223K -3,748 Closed
CFAM
1592
Coury Firm Asset Management
Pennsylvania
-$223K -3,748 Closed
RPSA
1593
Richard P. Slaughter Associates
Texas
-$222K -3,748 Closed
CFA
1594
Capstone Financial Advisors
Illinois
-$223K -3,744 Closed
State Street
1595
State Street
Massachusetts
-$219K -3,688 Closed
GKWIM
1596
Gerber Kawasaki Wealth & Investment Management
California
-$218K -3,680 Closed
JWCA
1597
J.W. Coons Advisors
Ohio
-$219K -3,680 Closed
CCMG
1598
Clark Capital Management Group
Pennsylvania
-$218K -3,664 Closed
JWM
1599
JGP Wealth Management
Oregon
-$215K -3,664 Closed
WIM
1600
Warwick Investment Management
Texas
-$217K -3,656 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.