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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
UB
651
UMB Bank
Missouri
$2.81M -$1.15M -18,992 -29%
TDWM
652
Topel & Distasi Wealth Management
California
$2.81M -$22.6K -372 -0.8%
BMWM
653
Brown Miller Wealth Management
Virginia
$2.81M +$107K +1,760 +4%
AF
654
Advisornet Financial
Minnesota
$2.81M +$123K +2,020 +5%
MPW
655
MGO Private Wealth
California
$2.8M -$477K -7,844 -14%
RWP
656
Revolve Wealth Partners
New Jersey
$2.8M -$12.2K -200 -0.4%
MFG
657
MidWestOne Financial Group
Iowa
$2.77M +$4.86K +80 +0.2%
WIA
658
World Investment Advisors
California
$2.75M +$2.76M +45,460 New
VCA
659
Verdence Capital Advisors
Maryland
$2.75M +$30.4K +500 +1%
GIM
660
Goelzer Investment Management
Indiana
$2.73M -$210K -3,448 -7%
DT
661
Diversified Trust
Tennessee
$2.72M +$28.2K +464 +1%
IA
662
IFP Advisors
Florida
$2.71M -$301K -4,948 -10%
LNWWM
663
Laird Norton Wetherby Wealth Management
California
$2.71M -$66.6K -1,096 -2%
AWM
664
Apollon Wealth Management
South Carolina
$2.71M +$81.4K +1,340 +3%
GLR
665
Great Lakes Retirement
Ohio
$2.7M +$203K +3,336 +8%
BCM
666
Brookstone Capital Management
Illinois
$2.7M +$283K +4,656 +12%
BMCM
667
Bryn Mawr Capital Management
Pennsylvania
$2.69M -$81.7K -1,344 -3%
TCG
668
Transcendent Capital Group
Oklahoma
$2.68M -$49.8K -820 -2%
MWM
669
Modera Wealth Management
New Jersey
$2.68M +$56.4K +928 +2%
Koshinski Asset Management
670
Koshinski Asset Management
Illinois
$2.68M -$211K -3,468 -7%
PFG
671
Pinnacle Financial Group
Illinois
$2.68M +$202K +3,316 +8%
DSC
672
Duncker Streett & Co
Missouri
$2.66M +$3.65K +60 +0.1%
FFW
673
Fusion Family Wealth
New York
$2.66M -$1.46K -24 -0.1%
AP
674
Appleton Partners
Massachusetts
$2.64M -$20.7K -340 -0.8%
AMM
675
American Money Management
California
$2.64M -$7.78K -128 -0.3%

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.