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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
NF
401
Nikulski Financial
Iowa
$7.14M -$133K -2,184 -2%
1WM
402
1900 Wealth Management
Texas
$7.13M -$21.4K -352 -0.3%
FFO
403
Fortitude Family Office
Arizona
$7.07M +$1.64M +27,052 +30%
FNBSF
404
First National Bank Sioux Falls
South Dakota
$7.06M +$1.04M +17,076 +17%
OL
405
Optas LLC
Texas
$7.04M +$115K +1,888 +2%
TCBWMS
406
Texas Capital Bank Wealth Management Services
Texas
$7.02M -$687K -11,300 -9%
CA
407
Cornerstone Advisory
Maryland
$6.99M +$748K +12,308 +12%
M&T Bank
408
M&T Bank
New York
$6.97M -$726K -11,944 -9%
SFS
409
Sowell Financial Services
Arkansas
$6.93M -$528K -8,688 -7%
QIM
410
Quest Investment Management
Oregon
$6.89M -$125K -2,056 -2%
DWM
411
Diversify Wealth Management
Utah
$6.88M +$7.04M +115,784 New
WF
412
Warner Financial
Maryland
$6.87M +$232K +3,820 +3%
PWM
413
Perigon Wealth Management
California
$6.85M -$282K -4,640 -4%
KPWS
414
Kestra Private Wealth Services
Texas
$6.84M +$424K +6,980 +7%
SAM
415
Sawgrass Asset Management
Florida
$6.81M -$122K -2,012 -2%
TA
416
TruWealth Advisors
Louisiana
$6.81M -$3.68M -60,536 -35%
MWA
417
Meridian Wealth Advisors
Texas
$6.78M +$177K +2,920 +3%
GFG
418
Goldstone Financial Group
Illinois
$6.77M +$895K +14,720 +15%
CTA
419
Chesley Taft & Associates
Illinois
$6.76M -$486K -7,992 -7%
Kovitz Investment Group Partners
420
Kovitz Investment Group Partners
Illinois
$6.68M +$377K +6,200 +6%
MWM
421
MorganRosel Wealth Management
Colorado
$6.68M +$283K +4,664 +4%
GCP
422
Gill Capital Partners
Colorado
$6.67M +$101K +1,660 +2%
KSWA
423
Kathleen S. Wright Associates
Pennsylvania
$6.64M +$290K +4,764 +5%
SRC
424
Shufro Rose & Co
New York
$6.62M +$561K +9,236 +9%
GBT
425
Grove Bank & Trust
Florida
$6.62M +$744K +12,240 +13%

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.