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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
SF
276
Summit Financial
New Jersey
$11.4M +$1.18M +19,440 +12%
MCM
277
Manchester Capital Management
Vermont
$11.3M -$154K -2,532 -1%
FIS
278
Fischer Investment Strategies
California
$11.3M +$458K +7,532 +4%
SWP
279
Stratos Wealth Partners
Ohio
$11.3M -$394K -6,476 -3%
BIM
280
Bridges Investment Management
Nebraska
$11.2M +$8.4M +138,264 +292%
CG
281
Caprock Group
Idaho
$11.2M -$362K -5,960 -3%
FMWA
282
Forvis Mazars Wealth Advisors
Missouri
$11.1M -$1.18M -19,468 -10%
LIA
283
LBMC Investment Advisors
Tennessee
$11.1M
NFW
284
Noble Family Wealth
Florida
$10.9M -$226K -3,720 -2%
TFP
285
Traction Financial Partners
Wyoming
$10.9M +$816K +13,420 +8%
MWM
286
McNaughton Wealth Management
California
$10.9M +$255K +4,196 +2%
KFP
287
KMG Fiduciary Partners
Ohio
$10.8M +$167K +2,744 +2%
TWM
288
TriaGen Wealth Management
California
$10.7M +$54K +888 +0.5%
BONH
289
Bank of New Hampshire
New Hampshire
$10.7M -$53K -872 -0.5%
BDF
290
Black Diamond Financial
Maryland
$10.7M +$2.61M +42,972 +32%
AHC
291
Anderson Hoagland & Co
Missouri
$10.6M -$532K -8,752 -5%
RWI
292
Red Wave Investments
Pennsylvania
$10.6M -$27.2K -448 -0.3%
AGA
293
Arkos Global Advisors
Texas
$10.5M -$237K -3,900 -2%
PA
294
Pinnacle Associates
New York
$10.4M +$53K +872 +0.5%
SCA
295
Sandy Cove Advisors
Massachusetts
$10.4M +$23.1K +380 +0.2%
IAA
296
Ironsides Asset Advisors
North Carolina
$10.4M -$231K -3,796 -2%
PS
297
Principal Securities
Iowa
$10.4M -$804K -13,232 -7%
LBC
298
Lowe Brockenbrough & Co
Virginia
$10.3M -$893K -14,700 -8%
SFG
299
Somnio Financial Group
Connecticut
$10.2M +$10.2M +168,000 New
AA
300
Ancora Advisors
Ohio
$10.1M -$176K -2,904 -2%

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.