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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
CWM
1601
C2C Wealth Management
Arizona
-$217K -3,648 Closed
OPCM
1602
Osborne Partners Capital Management
California
-$217K -3,644 Closed
Members Trust
1603
Members Trust
Florida
-$216K -3,628 Closed
PA
1604
Probity Advisors
Texas
-$215K -3,624 Closed
AW
1605
Apricus Wealth
South Carolina
-$214K -3,600 Closed
CNFG
1606
Creegan & Nassoura Financial Group
New Hampshire
-$214K -3,600 Closed
JWBC
1607
J.W. Burns & Co
New York
-$214K -3,600 Closed
HA
1608
HFG Advisors
Ohio
-$213K -3,588 Closed
PWM
1609
PRW Wealth Management
Massachusetts
-$213K -3,588 Closed
BWA
1610
Beam Wealth Advisors
Louisiana
-$213K -3,580 Closed
WIP
1611
WealthCare Investment Partners
Rhode Island
-$210K -3,564 Closed
FLII
1612
First Long Island Investors
New York
-$212K -3,560 Closed
MIM
1613
Marco Investment Management
Georgia
-$210K -3,540 Closed
MAA
1614
Matrix Asset Advisors
New York
-$210K -3,528 Closed
TT
1615
TI-Trust
Illinois
-$208K -3,504 Closed
HFAS
1616
Hummer Financial Advisory Services
Illinois
-$207K -3,480 Closed
SFG
1617
SNS Financial Group
Minnesota
-$206K -3,472 Closed
HCM
1618
Howland Capital Management
Massachusetts
-$206K -3,468 Closed
MPW
1619
MA Private Wealth
California
-$206K -3,456 Closed
RMDI
1620
R.M. Davis Inc
Maine
-$205K -3,440 Closed
WDL
1621
Well Done LLC
Michigan
-$205K -3,440 Closed
AWAG
1622
ARS Wealth Advisors Group
Florida
-$204K -3,428 Closed
BOTOTLSJU
1623
Board of Trustees of The Leland Stanford Junior University
California
-$204K -3,428 Closed
SLWA
1624
San Luis Wealth Advisors
California
-$195K -3,056 Closed
HCP
1625
Hexagon Capital Partners
Arkansas
-$128K -2,160 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.