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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
CWS
451
Cypress Wealth Services
California
$6M -$118K -1,936 -2%
CFP
452
Cascade Financial Partners
California
$5.91M -$126K -2,072 -2%
BA
453
Bristlecone Advisors
Washington
$5.91M +$27K +444 +0.5%
BJL
454
Brighton Jones LLC
Washington
$5.89M -$341K -5,612 -5%
SPC
455
Sigma Planning Corp
Michigan
$5.85M -$788K -12,972 -12%
PFG
456
PAX Financial Group
Texas
$5.83M -$266K -4,376 -4%
FF
457
Farrell Financial
New York
$5.83M +$194K +3,200 +3%
FWM
458
Fonville Wealth Management
Virginia
$5.79M +$533K +8,776 +10%
FMC
459
First Merchants Corp
Indiana
$5.78M +$97.2K +1,600 +2%
FPCG
460
Forum Private Client Group
Indiana
$5.76M +$54.7K +900 +1%
HFW
461
Horizon Family Wealth
Illinois
$5.75M -$46.4K -764 -0.8%
JIC
462
Johnson Investment Counsel
Ohio
$5.75M +$21.9K +360 +0.4%
PCM
463
Parsons Capital Management
Rhode Island
$5.71M +$179K +2,940 +3%
WCFA
464
Walkner Condon Financial Advisors
Wisconsin
$5.71M +$212K +3,492 +4%
FPB
465
First PREMIER Bank
South Dakota
$5.69M -$79.7K -1,312 -1%
BWP
466
Bernardo Wealth Planning
Pennsylvania
$5.65M +$387K +6,376 +7%
CANC
467
Culbertson A N & Co
Virginia
$5.59M -$89.9K -1,480 -2%
BAWM
468
Bennett Associates Wealth Management
Pennsylvania
$5.57M -$645K -10,620 -10%
MAM
469
Mystic Asset Management
Rhode Island
$5.57M +$61.3K +1,008 +1%
GIA
470
Gladstone Institutional Advisory
Florida
$5.55M +$154K +2,532 +3%
MW
471
MBL Wealth
North Carolina
$5.52M +$195K +3,204 +4%
Betterment LLC
472
Betterment LLC
New York
$5.5M +$3.62M +59,512 +190%
CIP
473
Capital Insight Partners
Arizona
$5.49M +$6.81K +112 +0.1%
UCFA
474
United Capital Financial Advisors
Texas
$5.48M -$76.8K -1,264 -1%
LIG
475
Lokken Investment Group
Delaware
$5.47M +$165K +2,720 +3%

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.