We are live on ! Find out more
VO icon

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
Kovitz Investment Group Partners
176
Kovitz Investment Group Partners
Illinois
$13.1M -$298K -5,516 -2%
GVAG
177
Great Valley Advisor Group
Delaware
$13M +$5.63M +104,132 +65%
CCM
178
Covington Capital Management
California
$13M -$43.9K -812 -0.3%
NAMP
179
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$13M -$184K -3,400 -1%
TFO
180
Tarbox Family Office
California
$13M -$322K -5,952 -2%
PFPT
181
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.8M +$357K +6,604 +3%
BP
182
Ballentine Partners
Massachusetts
$12.5M -$20.1K -372 -0.1%
AGA
183
Arkos Global Advisors
Texas
$12.4M -$4.67M -86,360 -26%
HNB
184
Huntington National Bank
Ohio
$12.4M
RJT
185
Raymond James Trust
Florida
$12.2M +$783K +14,492 +6%
FFG
186
Frisch Financial Group
New York
$12M +$335K +6,200 +3%
SWP
187
Stratos Wealth Partners
Ohio
$12M +$1.46M +27,028 +12%
WB
188
WesBanco Bank
West Virginia
$11.9M +$530K +9,804 +4%
SIC
189
Salem Investment Counselors
North Carolina
$11.8M +$287K +5,320 +2%
CB
190
Cadence Bank
Mississippi
$11.8M -$149K -2,760 -1%
Comerica Bank
191
Comerica Bank
Texas
$11.7M -$4.54K -84 -0%
UB
192
UMB Bank
Missouri
$11.7M -$457K -8,456 -3%
CS
193
Comerica Securities
Michigan
$11.7M +$198K +3,668 +2%
SRC
194
Sage Rhino Capital
California
$11.7M +$616K +11,392 +5%
AAS
195
Avantax Advisory Services
Texas
$11.6M +$597K +11,052 +5%
AC
196
Abbrea Capital
California
$11.5M -$247K -4,580 -2%
PMG
197
ProVise Management Group
Florida
$11.4M +$1.42M +26,284 +13%
DWM
198
Doyle Wealth Management
Florida
$11.4M +$122K +2,252 +1%
GT
199
Glenview Trust
Kentucky
$11.3M +$494K +9,152 +4%
FA
200
Fiducient Advisors
Illinois
$11.3M +$551K +10,200 +5%

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.