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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
Wells Fargo
1
Wells Fargo
California
$6.77B +$591M +10,074,064 +10%
Bank of America
2
Bank of America
North Carolina
$3.57B +$180M +3,067,476 +5%
Creative Planning
3
Creative Planning
Kansas
$1.75B +$66.6M +1,135,972 +4%
UBS Group
4
UBS Group
Switzerland
$1.51B +$16.2M +275,928 +1%
Morgan Stanley
5
Morgan Stanley
New York
$1.43B +$14.4M +245,200 +1%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$1.08B +$26.1M +445,284 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.05B +$52.7M +899,068 +5%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$804M +$91.3M +1,555,548 +13%
RJA
9
Raymond James & Associates
Florida
$729M +$40.1M +683,720 +6%
Ameriprise
10
Ameriprise
Minnesota
$723M -$118M -2,008,780 -14%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$629M -$6.94M -118,236 -1%
TF
12
TIAA FSB
Florida
$615M -$17.3M -294,944 -3%
LPL Financial
13
LPL Financial
California
$533M -$20.7M -352,064 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$449M +$12.4M +211,796 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$409M -$129M -2,195,440 -24%
JFG
16
JMG Financial Group
Illinois
$350M +$13M +221,828 +4%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$346M -$6.99M -119,100 -2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$331M +$40M +681,960 +14%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$290M +$15.3M +260,408 +6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$202M +$1.6M +27,312 +0.8%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$192M +$7.42M +126,536 +4%
BPA
22
Beacon Pointe Advisors
California
$183M +$89.6M +1,527,848 +98%
MIS
23
Morningstar Investment Services
Illinois
$179M +$16.4M +278,916 +10%
BTCPP
24
Border to Coast Pensions Partnership
United Kingdom
$177M -$21.4M -365,400 -11%
PAG
25
Private Advisor Group
New Jersey
$167M +$6.91M +117,748 +4%

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.