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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
WMG
601
WESCAP Management Group
California
$3.31M -$8.27K -136 -0.2%
KIA
602
KCM Investment Advisors
California
$3.31M -$243K -4,000 -7%
VIA
603
Vickerman Investment Advisors
Washington
$3.29M -$44.2K -728 -1%
FHA
604
Flagship Harbor Advisors
Massachusetts
$3.27M -$231K -3,796 -7%
AIA
605
Alera Investment Advisors
Illinois
$3.26M -$10.2K -168 -0.3%
RIM
606
RW Investment Management
Idaho
$3.26M +$518K +8,532 +19%
SSWM
607
Sheets Smith Wealth Management
North Carolina
$3.25M -$685K -11,264 -17%
CWM
608
Cornerstone Wealth Management
Missouri
$3.25M +$186K +3,056 +6%
VA
609
Vident Advisory
Georgia
$3.24M +$5.83K +96 +0.2%
AWM
610
AAF Wealth Management
Massachusetts
$3.23M -$1.4M -23,120 -30%
OFW
611
Omnia Family Wealth
Florida
$3.22M -$23.1K -380 -0.7%
BSSFA
612
Baron Silver Stevens Financial Advisors
Florida
$3.2M -$3.89K -64 -0.1%
GWM
613
Greenwich Wealth Management
Connecticut
$3.2M +$24.3K +400 +0.8%
IWM
614
IHT Wealth Management
Illinois
$3.2M -$132K -2,176 -4%
VFA
615
Valeo Financial Advisors
Indiana
$3.18M +$1.94M +31,980 +155%
CCB
616
Country Club Bank
Missouri
$3.16M +$369K +6,076 +13%
SFWA
617
Summit Financial Wealth Advisors
Louisiana
$3.15M -$42.5K -700 -1%
SMWM
618
Silvia McColl Wealth Management
California
$3.15M +$18.2K +300 +0.6%
Citadel Advisors
619
Citadel Advisors
Florida
$3.15M +$37.7K +620 +1%
CAWM
620
Capital Advisors Wealth Management
Washington
$3.14M +$242K +3,980 +8%
SCA
621
Snowden Capital Advisors
New York
$3.13M +$50.3K +828 +2%
RPGK
622
Retirement Planning Group (Kansas)
Kansas
$3.13M -$99.9K -1,644 -3%
SAM
623
Secure Asset Management
Michigan
$3.1M -$342K -5,620 -10%
FNBOO
624
First National Bank of Omaha
Nebraska
$3.09M -$13.9K -228 -0.4%
BHWM
625
Bar Harbor Wealth Management
New Hampshire
$3.07M +$31.4K +516 +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.