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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
Wells Fargo
1
Wells Fargo
California
$5.57B +$31.8M +608,776 +0.5%
Bank of America
2
Bank of America
North Carolina
$2.74B -$212M -4,056,016 -6%
CWA
3
CM Wealth Advisors
Ohio
$1.87B
Creative Planning
4
Creative Planning
Kansas
$1.55B +$14.2M +271,596 +0.8%
Morgan Stanley
5
Morgan Stanley
New York
$1.18B -$4.93M -94,316 -0.4%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$1.16B +$19M +364,108 +1%
UBS Group
7
UBS Group
Switzerland
$1.15B -$11.3M -215,736 -0.9%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$727M +$27.6M +529,048 +4%
JP Morgan Chase
9
JP Morgan Chase
New York
$713M -$1.7M -32,592 -0.2%
RJA
10
Raymond James & Associates
Florida
$615M +$23M +440,868 +3%
Ameriprise
11
Ameriprise
Minnesota
$577M +$19.4M +370,988 +3%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$500M +$5.77M +110,392 +1%
TF
13
TIAA FSB
Florida
$454M -$9.72M -186,040 -2%
LPL Financial
14
LPL Financial
California
$428M +$5.89M +112,640 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$408M +$36.9M +707,028 +9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$337M +$16.6M +316,944 +5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$306M +$28.7M +548,304 +9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$235M +$11M +210,812 +4%
JFG
19
JMG Financial Group
Illinois
$214M -$7.16M -136,972 -3%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$201M +$17.9M +343,228 +9%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$187M +$38.2M +730,072 +22%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$180M +$5.82M +111,368 +3%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$178M -$11.3M -216,236 -5%
BTCPP
24
Border to Coast Pensions Partnership
United Kingdom
$166M
MIS
25
Morningstar Investment Services
Illinois
$164M -$5.49M -105,104 -3%

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.