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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
OCM
476
One Capital Management
California
$5.44M -$574K -9,452 -10%
FPAS
477
Focus Partners Advisor Solutions
Missouri
$5.41M -$566K -9,320 -9%
BWCS
478
Beirne Wealth Consulting Services
Connecticut
$5.36M
SF
479
Synovus Financial
Georgia
$5.32M -$51K -840 -0.9%
BWA
480
Beam Wealth Advisors
Louisiana
$5.3M +$5.33M +87,648 New
CPL
481
CAP Partners LLC
Tennessee
$5.29M +$362K +5,964 +7%
MA
482
Mutual Advisors
Nebraska
$5.28M -$125K -2,056 -2%
BCWM
483
Bartlett & Co Wealth Management
Ohio
$5.17M -$69.3K -1,140 -1%
RF
484
Robinswood Financial
Washington
$5.1M +$96K +1,580 +2%
DC
485
Davenport & Co
Virginia
$5.06M +$620K +10,208 +14%
BCM
486
Beaumont Capital Management
Massachusetts
$5.02M -$121K -1,984 -2%
CA
487
Continuum Advisory
Idaho
$5M +$114K +1,876 +2%
AFAS
488
Acorn Financial Advisory Services
Virginia
$4.99M +$411K +6,764 +9%
ACM
489
Advisors Capital Management
New Jersey
$4.99M -$14.8K -244 -0.3%
MG
490
Mather Group
Illinois
$4.96M +$785K +12,912 +19%
ST
491
Spinnaker Trust
Maine
$4.96M +$26.5K +436 +0.5%
SW
492
SVB Wealth
Massachusetts
$4.96M +$118K +1,940 +2%
BAG
493
Bridgewealth Advisory Group
California
$4.91M +$420K +6,916 +9%
GJIA
494
Glass Jacobson Investment Advisors
Maryland
$4.9M +$160K +2,628 +3%
RIA
495
Regal Investment Advisors
Michigan
$4.9M +$75.4K +1,240 +2%
LC
496
Lindbrook Capital
California
$4.88M -$83.9K -1,380 -2%
RIS
497
Retirement Income Solutions
Michigan
$4.88M -$439K -7,228 -8%
WS
498
Wedbush Securities
California
$4.85M +$1.16M +19,060 +31%
RWM
499
Refined Wealth Management
Utah
$4.83M +$182K +2,992 +4%
KCM
500
Kendall Capital Management
Maryland
$4.82M

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.