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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
TW
351
Towerpoint Wealth
California
$8.32M -$77.5K -1,276 -0.9%
OIA
352
OneDigital Investment Advisors
Kansas
$8.3M +$917K +15,084 +12%
WA
353
Waverly Advisors
Alabama
$8.29M +$1.31M +21,512 +19%
AWM
354
Avior Wealth Management
Nebraska
$8.27M +$922K +15,168 +12%
AWM
355
AE Wealth Management
Kansas
$8.19M +$6.08M +100,076 +284%
TYCC
356
Texas Yale Capital Corp
Florida
$8.19M +$106K +1,752 +1%
SFG
357
Sage Financial Group
Pennsylvania
$8.17M +$671K +11,036 +9%
KeyBank National Association
358
KeyBank National Association
Ohio
$8.13M -$43.3K -712 -0.5%
LCWP
359
Legacy Capital Wealth Partners
Arkansas
$8.11M +$8.14M +133,968 New
FNFDCM
360
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.1M +$59.1K +972 +0.7%
SCP
361
Silverleafe Capital Partners
Tennessee
$8.04M +$231K +3,804 +3%
MNA
362
Manning & Napier Advisors
New York
$8.04M +$8.07M +132,760 New
DWP
363
Daymark Wealth Partners
Ohio
$8M +$1.06M +17,504 +15%
VA
364
Valmark Advisers
Ohio
$7.97M +$66.4K +1,092 +0.8%
FB
365
First Bancorp
Maine
$7.95M +$38.9K +640 +0.5%
RWM
366
RKL Wealth Management
Pennsylvania
$7.9M -$318K -5,232 -4%
FMI
367
F/M Investments
District of Columbia
$7.89M +$7.71M +126,908 +3,724%
BFS
368
Bradley Foster & Sargent
Connecticut
$7.88M -$110K -1,808 -1%
CAM
369
Cozad Asset Management
Illinois
$7.88M +$245K +4,028 +3%
VFP
370
Verus Financial Partners
Virginia
$7.85M -$78.3K -1,288 -1%
RC
371
Roundview Capital
New Jersey
$7.84M +$149K +2,460 +2%
ZIG
372
Zuckerman Investment Group
Illinois
$7.82M +$834K +13,732 +12%
EWM
373
Evermay Wealth Management
Virginia
$7.81M -$172K -2,824 -2%
CIA
374
Concurrent Investment Advisors
Florida
$7.78M +$730K +12,012 +10%
SHGA
375
Sand Hill Global Advisors
California
$7.78M -$78.3K -1,288 -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.