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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
CAM
501
CPA Asset Management
Florida
$4.81M +$55.9K +920 +1%
DWP
502
Destiny Wealth Partners
Florida
$4.79M -$78.5K -1,292 -2%
SIM
503
Stratos Investment Management
Ohio
$4.79M +$45.9K +756 +1%
SMA
504
Sage Mountain Advisors
Georgia
$4.78M +$4.36M +71,804 +1,003%
RWIA
505
Roger Wittlin Investment Advisory
California
$4.77M -$123K -2,016 -2%
PAS
506
Park Avenue Securities
New York
$4.75M +$369K +6,080 +8%
BWM
507
Benchmark Wealth Management
Connecticut
$4.74M +$176K +2,904 +4%
GSAM
508
Grant Street Asset Management
Pennsylvania
$4.74M +$114K +1,884 +2%
CWM
509
Calamos Wealth Management
Illinois
$4.7M
HIM
510
Hanlon Investment Management
New Jersey
$4.68M -$167K -2,752 -3%
Citigroup
511
Citigroup
New York
$4.66M -$2.5M -41,160 -35%
GHAM
512
Gilman Hill Asset Management
Connecticut
$4.64M +$617K +10,160 +15%
VW
513
Veridan Wealth
Oregon
$4.6M +$4M +65,784 New
FLI
514
Family Legacy Inc
South Carolina
$4.59M +$72K +1,184 +2%
BP
515
BBR Partners
New York
$4.59M -$1.95K -32 -0%
FWS
516
FinDec Wealth Services
California
$4.57M -$134K -2,204 -3%
KWMG
517
King Wealth Management Group
Florida
$4.57M
BWM
518
BKM Wealth Management
Wisconsin
$4.51M -$9.24K -152 -0.2%
MA
519
Marquette Associates
Illinois
$4.49M +$75.8K +1,248 +2%
MBI
520
May Barnhard Investments
Maryland
$4.48M +$396K +6,516 +10%
MFIMFI
521
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.48M
C
522
CEDRUS
Colorado
$4.47M +$260K +4,276 +6%
FVWA
523
Foster Victor Wealth Advisors
South Carolina
$4.44M -$179K -2,948 -4%
CA
524
Capital Advantage
California
$4.43M +$1.47M +24,216 +49%
SAM
525
S.A. Mason
Michigan
$4.41M +$320K +5,260 +8%

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.