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Vanguard Mid-Cap ETF

1,499 hedge funds and large institutions have $30.2B invested in Vanguard Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 703 increasing their positions, 470 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more call options, than puts

Call options by funds: $19.4M | Put options by funds: $5.49M

50% more repeat investments, than reductions

Existing positions increased: 703 | Existing positions reduced: 470

7% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 75

2% more capital invested

Capital invested by funds: $29.5B → $30.2B (+$690M)

1% less funds holding in top 10

Funds holding in top 10: 179178 (-1)

1% less funds holding

Funds holding: 1,5181,499 (-19)

2.34% less ownership

Funds ownership: 253.22%250.88% (-2.3%)

Holders
1,499
Holders Change
-19
Holders Change %
-1.25%
% of All Funds
25.82%
Holding in Top 10
178
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.56%
% of All Funds
3.07%
New
80
Increased
703
Reduced
470
Closed
75
Calls
$19.4M
Puts
$5.49M
Net Calls
+$13.9M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
176
ProVise Management Group
Florida
$12.2M +$1.5M +28,676 +12%
RJT
177
Raymond James Trust
Florida
$12.2M +$589K +11,272 +5%
BP
178
Ballentine Partners
Massachusetts
$11.9M -$3.76K -72 -0%
GT
179
Glenview Trust
Kentucky
$11.9M +$1.21M +23,068 +10%
ANTB
180
AMG National Trust Bank
Colorado
$11.9M +$4.82M +92,156 +58%
CB
181
Cadence Bank
Mississippi
$11.8M +$639K +12,236 +5%
SRC
182
Sage Rhino Capital
California
$11.7M +$642K +12,288 +5%
AGA
183
Arkos Global Advisors
Texas
$11.7M -$142K -2,716 -1%
GVAG
184
Great Valley Advisor Group
Delaware
$11.7M -$836K -16,004 -6%
SIC
185
Salem Investment Counselors
North Carolina
$11.5M +$276K +5,284 +2%
CS
186
Comerica Securities
Michigan
$11.4M +$333K +6,380 +3%
M&T Bank
187
M&T Bank
New York
$11.3M -$3.23M -61,816 -20%
SWP
188
Stratos Wealth Partners
Ohio
$11.3M -$193K -3,696 -2%
HNB
189
Huntington National Bank
Ohio
$11.2M
DWM
190
Doyle Wealth Management
Florida
$11.2M +$391K +7,480 +3%
AHC
191
Anderson Hoagland & Co
Missouri
$11.2M -$2.16M -41,252 -15%
CWA
192
Consilio Wealth Advisors
Washington
$10.9M +$695K +13,304 +6%
AC
193
Abbrea Capital
California
$10.7M -$338K -6,464 -3%
DK
194
David Kennon
Florida
$10.6M +$11.8M +226,488 New
VWA
195
Visionary Wealth Advisors
Illinois
$10.6M +$139K +2,656 +1%
NFG
196
Nations Financial Group
Iowa
$10.5M -$75.9K -1,452 -0.6%
FA
197
Fiducient Advisors
Illinois
$10.4M -$422K -8,072 -4%
UCFA
198
United Capital Financial Advisors
Texas
$10.4M -$314K -6,004 -3%
BWM
199
BerganKDV Wealth Management
Minnesota
$10.4M +$637K +12,192 +6%
ATPW
200
Ashton Thomas Private Wealth
Arizona
$10.4M +$1.11M +21,212 +11%

VO Hedge Fund Activity: Q3 2022 in Review

1,499 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2022, worth a combined $30.2B — up 2.3% from $29.5B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VO positions and 75 closed out — a net gain of 5 holders — while 703 added to existing stakes and 470 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $68.4M. The largest seller was Bank of America, cutting an estimated $212M.

  • 1,499 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2022, down from 1,518 in Q2 2022.
  • Funds reported $30.2B of Vanguard Mid-Cap ETF stock for Q3 2022, up 2.3% quarter-over-quarter.
  • 80 funds opened new Vanguard Mid-Cap ETF positions in Q3 2022 and 75 closed out, a net change of +5 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2022 was Goldman Sachs, an estimated $68.4M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2022 was Bank of America, an estimated $212M sold.

Based on aggregated 13F filings for Q3 2022.