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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
Goldman Sachs
26
Goldman Sachs
New York
$176M +$678K +11,152 +0.4%
CA
27
Clearstead Advisors
Ohio
$160M +$93.3M +1,535,200 +138%
HighTower Advisors
28
HighTower Advisors
Illinois
$158M -$2.82M -46,476 -2%
Osaic Holdings
29
Osaic Holdings
Arizona
$155M -$2.86M -46,984 -2%
BPA
30
Beacon Pointe Advisors
California
$152M -$1.96M -32,220 -1%
NHC
31
Nicholas Hoffman & Company
Georgia
$149M +$18.4M +303,568 +14%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$144M +$1.96M +32,304 +1%
Stifel Financial
33
Stifel Financial
Missouri
$135M -$20.4M -335,624 -13%
Truist Financial
34
Truist Financial
North Carolina
$135M +$57.7M +950,072 +75%
WANY
35
Wealthspire Advisors (New York)
New York
$131M -$2.02M -33,300 -2%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$129M -$521K -8,568 -0.4%
Cerity Partners
37
Cerity Partners
New York
$128M +$14.6M +240,656 +13%
MGIA
38
Moneta Group Investment Advisors
Missouri
$127M +$4.51M +74,172 +4%
FCAS
39
First Command Advisory Services
Texas
$117M +$3.6M +59,176 +3%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$116M -$3.25M -53,412 -3%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$116M +$1.43M +23,608 +1%
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$114M +$1.18M +19,388 +1%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$114M +$10.4M +170,704 +10%
CFB
44
Cullen/Frost Bankers
Texas
$101M +$654K +10,768 +0.7%
CCA
45
Catalyst Capital Advisors
New York
$98.2M +$4.75M +78,092 +5%
MRC
46
Millburn Ridgefield Corp
New York
$98.2M +$4.75M +78,092 +5%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$96M -$9.48M -155,996 -9%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$95.7M +$1.75M +28,800 +2%
CAM
49
Cresset Asset Management
Illinois
$93M -$290K -4,768 -0.3%
LFG
50
Larson Financial Group
Missouri
$91.5M -$2.82M -46,392 -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.