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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
FPCP
551
Fort Point Capital Partners
California
$4M +$370K +6,092 +10%
BCP
552
Berkeley Capital Partners
Georgia
$3.97M +$209K +3,440 +6%
ES
553
Eagle Strategies
New York
$3.97M +$427K +7,020 +12%
PTC
554
Philadelphia Trust Company
Pennsylvania
$3.96M -$98.4K -1,620 -2%
RW
555
REDW Wealth
New Mexico
$3.95M -$84.3K -1,388 -2%
MW
556
Marcum Wealth
Ohio
$3.95M -$21.4K -352 -0.5%
G
557
Gainplan
Michigan
$3.94M +$28.4K +468 +0.7%
ATC
558
Argent Trust Co
Tennessee
$3.94M -$292K -4,808 -7%
MAG
559
Mokosak Advisory Group
Iowa
$3.92M +$4.62K +76 +0.1%
WLIM
560
White Lighthouse Investment Management
Massachusetts
$3.87M +$224K +3,680 +6%
DI
561
DAGCO Inc
Ohio
$3.87M +$29.7K +488 +0.8%
FCM
562
Fogel Capital Management
Florida
$3.86M -$31.8K -524 -0.8%
ACM
563
Armbruster Capital Management
New York
$3.86M +$36.5K +600 +1%
TC
564
TownSquare Capital
Utah
$3.85M +$2.62M +43,124 +211%
Legacy Financial Group (Iowa)
565
Legacy Financial Group (Iowa)
Iowa
$3.85M -$68.1K -1,120 -2%
EIG
566
Ellenbecker Investment Group
Wisconsin
$3.84M -$30.1K -496 -0.8%
AI
567
Atria Investments
North Carolina
$3.83M -$351K -5,772 -8%
BBWP
568
Beacon Bridge Wealth Partners
Pennsylvania
$3.82M -$68.5K -1,128 -2%
JWBC
569
John W. Brooker & Co
California
$3.8M -$181K -2,972 -5%
BWM
570
BCGM Wealth Management
Indiana
$3.79M -$132K -2,168 -3%
HWA
571
Hilltop Wealth Advisors
North Carolina
$3.79M -$81.7K -1,344 -2%
Carson Wealth (CWM LLC)
572
Carson Wealth (CWM LLC)
Nebraska
$3.75M +$316K +5,196 +9%
CCA
573
Conservest Capital Advisors
Pennsylvania
$3.74M
D.E. Shaw & Co
574
D.E. Shaw & Co
New York
$3.72M +$3.74M +61,508 New
MWM
575
MY Wealth Management
Maryland
$3.71M +$41.8K +688 +1%

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.