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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
MOS
426
MGO One Seven
Ohio
$6.53M +$78K +1,284 +1%
IAN
427
Integrated Advisors Network
Texas
$6.53M +$81.9K +1,348 +1%
EGWAG
428
Elwood & Goetz Wealth Advisory Group
Georgia
$6.5M -$163K -2,676 -2%
ACP
429
Aveo Capital Partners
Colorado
$6.49M +$208K +3,420 +3%
XF
430
XML Financial
Maryland
$6.46M +$172K +2,824 +3%
BFWA
431
Benchmark Financial Wealth Advisors
Florida
$6.43M -$312K -5,140 -5%
MA
432
MONECO Advisors
Connecticut
$6.35M +$26.3K +432 +0.4%
CP
433
Creekside Partners
California
$6.33M +$6.35M +104,572 New
EWA
434
EP Wealth Advisors
California
$6.32M -$1.32M -21,772 -17%
CSPIA
435
Cary Street Partners Investment Advisory
Virginia
$6.3M -$115K -1,900 -2%
ASN
436
Advisory Services Network
Georgia
$6.29M +$799K +13,152 +15%
TFGT
437
TS Financial Group (TSFG)
Illinois
$6.28M -$659K -10,848 -9%
HR
438
Howe & Rusling
New York
$6.28M -$327K -5,376 -5%
WP
439
WMS Partners
Maryland
$6.25M +$11.4K +188 +0.2%
AFP
440
Ausdal Financial Partners
Iowa
$6.19M -$366K -6,016 -6%
SC
441
Steph & Co
Wisconsin
$6.17M -$4.13K -68 -0.1%
UBV
442
United Bank (Virginia)
Virginia
$6.16M -$247K -4,064 -4%
HAC
443
Harbor Advisory Corp
New Hampshire
$6.14M +$23.6K +388 +0.4%
NWM
444
Northcape Wealth Management
New York
$6.13M -$63.9K -1,052 -1%
Susquehanna International Group
445
Susquehanna International Group
Pennsylvania
$6.1M +$5.82M +95,816 +1,954%
CFA
446
Cahill Financial Advisors
Minnesota
$6.09M +$46.9K +772 +0.8%
EFS
447
Essex Financial Services
Connecticut
$6.08M +$621K +10,220 +11%
Financial Engines Advisors
448
Financial Engines Advisors
California
$6.08M -$168K -2,764 -3%
WT
449
Washington Trust
Rhode Island
$6.04M -$2.19K -36 -0%
BOC
450
Bull Oak Capital
California
$6.01M +$971K +15,976 +19%

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.