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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
AC
326
Apella Capital
Connecticut
$9.09M +$1.81M +29,816 +25%
GRP
327
Global Retirement Partners
California
$9.03M +$2.36M +38,900 +35%
NIWA
328
New Insight Wealth Advisors
California
$9.02M +$1.04M +17,104 +13%
JJBC
329
James J. Burns & Company
New York
$9.02M +$3.82M +62,780 +73%
HWM
330
Horizons Wealth Management
North Carolina
$8.98M -$3.22M -52,920 -27%
FWM
331
ForthRight Wealth Management
Georgia
$8.98M +$653K +10,748 +8%
FF
332
Financial Futures
New Jersey
$8.87M -$13.6K -224 -0.2%
MECA
333
Miller Equity Capital Advisors
Texas
$8.79M -$345K -5,680 -4%
CRC
334
Curi RMB Capital
Illinois
$8.77M -$52.7K -868 -0.6%
4FG
335
4Thought Financial Group
New York
$8.72M +$41.3K +680 +0.5%
DWM
336
Drive Wealth Management
Utah
$8.6M +$665K +10,944 +8%
PAG
337
Private Advisory Group
Washington
$8.59M +$1.43M +23,492 +20%
JFG
338
JDM Financial Group
Texas
$8.58M +$401K +6,604 +5%
BFS
339
Beacon Financial Strategies
North Carolina
$8.55M +$39.9K +656 +0.5%
PFS
340
Prospera Financial Services
Texas
$8.55M +$163K +2,684 +2%
MFA
341
McClarren Financial Advisors
Pennsylvania
$8.54M -$747K -12,292 -9%
B
342
Bailard
California
$8.52M -$71.2K -1,172 -0.8%
JWCA
343
J.W. Cole Advisors
Florida
$8.5M +$449K +7,396 +6%
GWM
344
Gray Wealth Management
Maine
$8.48M +$191K +3,148 +2%
AIM
345
Acropolis Investment Management
Missouri
$8.45M -$141K -2,324 -2%
PCIA
346
Prime Capital Investment Advisors
Kansas
$8.44M -$807K -13,276 -9%
SHWM
347
Smith & Howard Wealth Management
Georgia
$8.42M +$87.5K +1,440 +1%
CFS
348
CRA Financial Services
New Jersey
$8.41M +$526K +8,656 +7%
TCM
349
TD Capital Management
Tennessee
$8.39M -$3.16K -52 -0%
CB
350
Commerce Bank
Missouri
$8.36M -$779K -12,820 -8%

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.