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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
BC
626
Brio Consultants
California
$3.07M -$122K -2,000 -4%
CHA
627
Carmichael Hill & Associates
Maryland
$3.06M -$2.92K -48 -0.1%
RWP
628
RWA Wealth Partners
Massachusetts
$3.06M +$571K +9,392 +23%
LSA
629
Lion Street Advisors
Texas
$3.05M -$486 -8 -0%
WP
630
Wealthspan Partners
Iowa
$3.05M +$55.2K +908 +2%
FAB
631
First American Bank
Illinois
$3.03M +$71.7K +1,180 +2%
MPCL
632
My Personal CFO LLC
Washington
$3.03M +$608K +10,004 +25%
MFA
633
Mayflower Financial Advisors
Massachusetts
$2.99M -$45.5K -748 -1%
DW30
634
Drucker Wealth 3.0
New Jersey
$2.98M +$2.99M +49,180 New
SWA
635
SOA Wealth Advisors
New York
$2.98M -$106K -1,748 -3%
RGF
636
Retirement Guys Formula
Ohio
$2.97M +$14.1K +232 +0.5%
AWAP
637
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.96M +$43K +708 +1%
BPWM
638
Badgley Phelps Wealth Managers
Washington
$2.96M -$1.95K -32 -0.1%
WA
639
Wealth Alliance
New York
$2.94M +$220K +3,624 +8%
SWM
640
Sagace Wealth Management
Florida
$2.93M +$2.84M +46,784 New
VFG
641
Victory Financial Group
Texas
$2.92M -$33.8K -556 -1%
BOM
642
Bank of Marin
California
$2.9M
PWMAG
643
Pinnacle Wealth Management Advisory Group
New Jersey
$2.89M +$7.29K +120 +0.3%
SLT
644
St Louis Trust
Missouri
$2.87M -$50.6K -832 -2%
MSFS
645
Main Street Financial Solutions
Pennsylvania
$2.84M -$20.2K -332 -0.7%
NAS
646
NWF Advisory Services
California
$2.84M -$18.2K -300 -0.6%
GAM
647
GEM Asset Management
Michigan
$2.84M -$19K -312 -0.7%
AT
648
Arvest Trust
Oklahoma
$2.82M -$13.9K -228 -0.5%
CCA
649
Carrera Capital Advisors
Michigan
$2.82M +$2.82M +46,388 New
MFG
650
Magnus Financial Group
New York
$2.81M -$11.4K -188 -0.4%

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.