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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
FZCM
151
Flynn Zito Capital Management
New York
$16.2M +$17.7M +328,432 New
FI
152
FIDELIS iM
Oregon
$16.1M -$5.97M -110,428 -25%
PIMG
153
Patriot Investment Management Group
Tennessee
$15.7M -$280K -5,188 -2%
AWS
154
Atria Wealth Solutions
New York
$15.4M -$7.25M -134,268 -30%
William Blair & Company
155
William Blair & Company
Illinois
$15.3M +$72.4K +1,340 +0.4%
MAM
156
Marquette Asset Management
Minnesota
$15.1M +$527K +9,748 +3%
AA
157
Ancora Advisors
Ohio
$15M -$466K -8,616 -3%
SPP
158
Single Point Partners
Massachusetts
$14.9M +$1.33M +24,624 +9%
Northern Trust
159
Northern Trust
Illinois
$14.9M -$1.3M -24,152 -7%
MM
160
Meridian Management
Arkansas
$14.8M -$781K -14,456 -5%
PFA
161
Pathway Financial Advisors
Vermont
$14.8M +$1.5M +27,804 +10%
LNC
162
Lincoln National Corp
Pennsylvania
$14.8M +$2.5M +46,216 +18%
SI
163
Stephens Inc
Arkansas
$14.5M -$758K -14,036 -5%
BAM
164
Berkshire Asset Management
Pennsylvania
$14.2M +$720K +13,324 +5%
AHC
165
Anderson Hoagland & Co
Missouri
$14.2M -$377K -6,976 -2%
Brown Advisory
166
Brown Advisory
Maryland
$14.1M +$598K +11,064 +4%
CCM
167
Condor Capital Management
New Jersey
$14.1M +$228K +4,220 +1%
W
168
Wealthquest
Ohio
$14M -$2.23M -41,220 -13%
BF
169
BOK Financial
Oklahoma
$13.8M +$138K +2,548 +0.9%
BWFA
170
Baltimore-Washington Financial Advisors
Maryland
$13.6M +$891K +16,484 +6%
NAS
171
Nicolet Advisory Services
Wisconsin
$13.4M -$125K -2,316 -0.9%
HIMC
172
Heritage Investors Management Corp
Maryland
$13.3M +$401K +7,416 +3%
WIC
173
Whitegate Investment Counselors
New Hampshire
$13.3M +$452K +8,372 +3%
SAM
174
SP Asset Management
California
$13.2M +$2.82M +52,180 +24%
MA
175
MUFG Americas
New York
$13.2M -$458K -8,476 -3%

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.