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Vanguard Mid-Cap ETF

1,882 hedge funds and large institutions have $40.4B invested in Vanguard Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 709 increasing their positions, 674 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $5.71M

52% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 87

1% more funds holding

Funds holding: 1,8611,882 (+21)

5% more repeat investments, than reductions

Existing positions increased: 709 | Existing positions reduced: 674

2% less capital invested

Capital invested by funds: $41.2B → $40.4B (-$840M)

1.52% less ownership

Funds ownership: 255.67%254.15% (-1.5%)

7% less funds holding in top 10

Funds holding in top 10: 213198 (-15)

Holders
1,882
Holders Change
+21
Holders Change %
+1.13%
% of All Funds
27.18%
Holding in Top 10
198
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-7.04%
% of All Funds
2.86%
New
132
Increased
709
Reduced
674
Closed
87
Calls
$13.9M
Puts
$5.71M
Net Calls
+$8.23M
Net Calls Change
+$3.43M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
226
D.A. Davidson & Co
Montana
$14.3M +$129K +2,116 +0.9%
Principal Financial Group
227
Principal Financial Group
Iowa
$14.2M +$8.32M +136,968 +140%
NAMP
228
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$14.2M -$6.08K -100 -0%
TCOTS
229
Trust Company of the South
North Carolina
$14.2M
MFGP
230
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.1M -$28.4K -468 -0.2%
JBA
231
Johnson Bixby & Associates
Washington
$14.1M +$775K +12,752 +6%
IB
232
Intrust Bank
Kansas
$14M -$32.3K -532 -0.2%
HNB
233
Huntington National Bank
Ohio
$13.9M
FFG
234
Frisch Financial Group
New York
$13.9M +$275K +4,528 +2%
SC
235
Sierra Capital
Florida
$13.9M -$1.06M -17,504 -7%
ZF
236
Zhang Financial
Michigan
$13.8M +$1.14M +18,828 +9%
MMPW
237
Mitchell McLeod Pugh & Williams
Alabama
$13.7M +$1.46M +23,992 +12%
GVAG
238
Great Valley Advisor Group
Delaware
$13.7M +$72K +1,184 +0.5%
AAS
239
Ameritas Advisory Services
Nebraska
$13.6M -$180K -2,956 -1%
MM
240
Meridian Management
Arkansas
$13.4M -$1.28M -21,104 -9%
PA
241
Parallel Advisors
California
$13.4M -$1.26M -20,712 -9%
IFPL
242
Investments & Financial Planning LLC
Kentucky
$13.2M +$129K +2,124 +1%
FCP
243
Fidelis Capital Partners
Florida
$13.2M +$1.29M +21,216 +11%
KIM
244
Kestra Investment Management
Texas
$13.2M +$13.2M +217,340 New
REMPR
245
Roof Eidam Maycock Peralta (REMP)
California
$12.9M +$16K +264 +0.1%
FOFP
246
Fee-Only Financial Planning
South Carolina
$12.8M -$114K -1,876 -0.9%
KWAG
247
Kiely Wealth Advisory Group
North Carolina
$12.7M +$37.2K +612 +0.3%
CWA
248
Consilio Wealth Advisors
Washington
$12.5M -$10.7M -176,460 -46%
BFEC
249
Benjamin F. Edwards & Company
Missouri
$12.5M -$440K -7,236 -3%
GA
250
Geller Advisors
New York
$12.4M +$7.05K +116 +0.1%

VO Hedge Fund Activity: Q2 2024 in Review

1,882 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2024, worth a combined $40.4B — down 2% from $41.2B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new VO positions and 87 closed out — a net gain of 45 holders — while 709 added to existing stakes and 674 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $864M. The largest seller was Border to Coast Pensions Partnership, exiting entirely with an estimated $290M sold.

  • 1,882 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2024, up from 1,861 in Q1 2024.
  • Funds reported $40.4B of Vanguard Mid-Cap ETF stock for Q2 2024, down 2% quarter-over-quarter.
  • 132 funds opened new Vanguard Mid-Cap ETF positions in Q2 2024 and 87 closed out, a net change of +45 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q2 2024 was Jones Financial Companies, an estimated $864M added.
  • The largest Vanguard Mid-Cap ETF seller in Q2 2024 was Border to Coast Pensions Partnership, an estimated $290M sold.

Based on aggregated 13F filings for Q2 2024.