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Vanguard Mid-Cap ETF

1,573 hedge funds and large institutions have $34.2B invested in Vanguard Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 722 increasing their positions, 456 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 722 | Existing positions reduced: 456

15% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 110

4% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $11.7M

0% less funds holding

Funds holding: 1,5781,573 (-5)

3% less capital invested

Capital invested by funds: $35.5B → $34.2B (-$1.23B)

1.49% less ownership

Funds ownership: 251.66%250.17% (-1.5%)

3% less funds holding in top 10

Funds holding in top 10: 187182 (-5)

Holders
1,573
Holders Change
-5
Holders Change %
-0.32%
% of All Funds
24.81%
Holding in Top 10
182
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.67%
% of All Funds
2.87%
New
126
Increased
722
Reduced
456
Closed
110
Calls
$12.1M
Puts
$11.7M
Net Calls
+$411K
Net Calls Change
-$8.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
151
Patriot Investment Management Group
Tennessee
$19.2M +$14.1K +240 +0.1%
Legacy Financial Group (Iowa)
152
Legacy Financial Group (Iowa)
Iowa
$18.9M +$6.05M +103,148 +48%
MM
153
Meridian Management
Arkansas
$18.8M +$445K +7,588 +2%
AA
154
Ancora Advisors
Ohio
$18.6M -$5.54M -94,452 -23%
KPWG
155
KFA Private Wealth Group
Virginia
$18.5M +$869K +14,812 +5%
William Blair & Company
156
William Blair & Company
Illinois
$18.4M +$32.9K +560 +0.2%
SI
157
Stephens Inc
Arkansas
$18.3M -$11.9M -202,860 -40%
VOYA Investment Management
158
VOYA Investment Management
Georgia
$18.2M +$4.01M +68,356 +29%
RRA
159
Round Rock Advisors
Connecticut
$17.7M +$1.88M +31,984 +12%
MAM
160
Marquette Asset Management
Minnesota
$17.7M +$757K +12,896 +5%
BC
161
Brio Consultants
California
$17.5M +$1.59M +27,060 +10%
NYLIM
162
New York Life Investment Management
New York
$17M +$242K +4,120 +1%
AHC
163
Anderson Hoagland & Co
Missouri
$17M -$3.94M -67,180 -19%
CCM
164
Condor Capital Management
New Jersey
$16.8M +$76.7K +1,308 +0.5%
SPP
165
Single Point Partners
Massachusetts
$16.6M +$600K +10,228 +4%
BF
166
BOK Financial
Oklahoma
$16.5M -$1.7M -29,032 -9%
Brown Advisory
167
Brown Advisory
Maryland
$16.4M -$3.74M -63,704 -19%
MA
168
MUFG Americas
New York
$16.4M -$3.44M -58,596 -18%
BAM
169
Berkshire Asset Management
Pennsylvania
$16.4M +$321K +5,476 +2%
NW
170
NewEdge Wealth
Pennsylvania
$16.3M +$2.25M +38,404 +16%
PFA
171
Pathway Financial Advisors
Vermont
$16.2M +$224K +3,820 +1%
Kovitz Investment Group Partners
172
Kovitz Investment Group Partners
Illinois
$16.2M +$1.69M +28,848 +12%
TFO
173
Tarbox Family Office
California
$16M -$937K -15,964 -6%
NAMP
174
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$15.9M -$299K -5,088 -2%
CCM
175
Covington Capital Management
California
$15.7M +$421K +7,172 +3%

VO Hedge Fund Activity: Q1 2022 in Review

1,573 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2022, worth a combined $34.2B — down 3.5% from $35.5B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new VO positions and 110 closed out — a net gain of 16 holders — while 722 added to existing stakes and 456 trimmed.

The largest buyer was Wells Fargo, adding an estimated $591M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $606M.

  • 1,573 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2022, down from 1,578 in Q4 2021.
  • Funds reported $34.2B of Vanguard Mid-Cap ETF stock for Q1 2022, down 3.5% quarter-over-quarter.
  • 126 funds opened new Vanguard Mid-Cap ETF positions in Q1 2022 and 110 closed out, a net change of +16 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q1 2022 was Wells Fargo, an estimated $591M added.
  • The largest Vanguard Mid-Cap ETF seller in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $606M sold.

Based on aggregated 13F filings for Q1 2022.