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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
LFA
251
Legend Financial Advisors
Pennsylvania
$12.4M +$182K +2,992 +1%
CWAF
252
Core Wealth Advisors (Florida)
Florida
$12.4M -$576K -9,472 -4%
CIC
253
Carnegie Investment Counsel
Ohio
$12.3M -$318K -5,232 -3%
DAS
254
Dynamic Advisor Solutions
Arizona
$12.3M +$1.34M +22,116 +12%
DC
255
Dorval Corp
Minnesota
$12.3M +$249K +4,104 +2%
AllianceBernstein
256
AllianceBernstein
Tennessee
$12.2M -$86K -1,416 -0.7%
RA
257
Ruggaard & Associates
Ohio
$12.2M -$61K -1,004 -0.5%
GFWA
258
Grey Fox Wealth Advisors
Delaware
$12.2M +$691K +11,376 +6%
GL
259
Graypoint LLC
New York
$12.1M +$1.63M +26,868 +15%
BAMG
260
Brand Asset Management Group
Missouri
$12.1M -$135K -2,228 -1%
TPCW
261
TD Private Client Wealth
New York
$12.1M +$272K +4,468 +2%
UFA
262
US Financial Advisors
Massachusetts
$12.1M +$143K +2,352 +1%
JGIA
263
Jackson Grant Investment Advisers
Connecticut
$12M +$51K +840 +0.4%
IHWM
264
Iron Horse Wealth Management
Iowa
$11.9M +$348K +5,732 +3%
HC
265
Hillman Company
Pennsylvania
$11.7M
WF
266
Whelan Financial
California
$11.7M +$23.1K +380 +0.2%
CP
267
Capital Planning
Washington
$11.7M +$428K +7,048 +4%
JA
268
JVL Associates
Michigan
$11.6M -$41.6K -684 -0.4%
GAM
269
Gemmer Asset Management
California
$11.6M +$38.4K +632 +0.3%
BRWA
270
B. Riley Wealth Advisors
Florida
$11.6M +$1.98M +32,596 +21%
CL
271
Choreo LLC
Illinois
$11.5M +$3.17M +52,148 +37%
SCA
272
Scott Capital Advisors
Oregon
$11.5M +$2.86M +47,128 +33%
FNC
273
First National Corp
Massachusetts
$11.5M -$760K -12,508 -6%
MFG
274
Merit Financial Group
Georgia
$11.4M +$243K +3,996 +2%
OHWP
275
Oak Harbor Wealth Partners
North Carolina
$11.4M +$133K +2,196 +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.