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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
MA
201
Montag & Associates
Georgia
$10.4M -$14.4K -276 -0.1%
PRWA
202
Platte River Wealth Advisors
Colorado
$10.3M +$315K +6,024 +3%
PWLP
203
Prio Wealth Limited Partnership
Massachusetts
$10.3M +$778K +14,892 +7%
AWM
204
AAF Wealth Management
Massachusetts
$10.3M +$452K +8,648 +4%
IWC
205
Integrated Wealth Concepts
Massachusetts
$10.3M +$1.52M +29,132 +15%
JGIA
206
Jackson Grant Investment Advisers
Connecticut
$10.1M +$38K +728 +0.3%
UB
207
UMB Bank
Missouri
$10M -$1.3M -24,964 -10%
Comerica Bank
208
Comerica Bank
Texas
$9.95M -$1.31M -25,108 -11%
PA
209
Parallel Advisors
California
$9.72M -$55.4K -1,060 -0.5%
DY
210
Dowling & Yahnke
California
$9.67M +$1.47M +28,088 +16%
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$9.66M +$7.01M +134,144 +188%
VBWMG
212
Von Berge Wealth Management Group
California
$9.62M +$250K +4,792 +2%
GA
213
Geller Advisors
New York
$9.61M +$48.9K +936 +0.5%
AAS
214
Ameritas Advisory Services
Nebraska
$9.5M +$1.11M +21,308 +12%
FMWA
215
Forvis Mazars Wealth Advisors
Missouri
$9.43M -$1.02M -19,476 -9%
Kovitz Investment Group Partners
216
Kovitz Investment Group Partners
Illinois
$9.42M -$3.47M -66,364 -25%
SPC
217
Sigma Planning Corp
Michigan
$9.41M -$140K -2,688 -1%
Citigroup
218
Citigroup
New York
$9.38M +$611K +11,684 +6%
RCA
219
Riverview Capital Advisers
Massachusetts
$9.35M +$113K +2,156 +1%
BAMG
220
Brand Asset Management Group
Missouri
$9.34M +$122K +2,344 +1%
MCM
221
Manchester Capital Management
Vermont
$9.26M -$128K -2,440 -1%
BFEC
222
Benjamin F. Edwards & Company
Missouri
$9.23M +$513K +9,812 +5%
REMPR
223
Roof Eidam Maycock Peralta (REMP)
California
$9.21M +$279K +5,332 +3%
SCA
224
Sandy Cove Advisors
Massachusetts
$9.21M +$908K +17,380 +10%
W
225
WealthOne
New York
$9.08M -$1.15M -22,008 -10%

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.