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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
SW
51
Simplicity Wealth
New Jersey
$91.4M +$5.65M +93,036 +7%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$89M -$3.68M -60,624 -4%
BFG
53
Bleakley Financial Group
New Jersey
$88.6M +$3.72M +61,160 +4%
1832 Asset Management
54
1832 Asset Management
Ontario, Canada
$88.4M -$1.52M -24,968 -2%
IPW
55
Invictus Private Wealth
Colorado
$86.1M +$2.54M +41,828 +3%
JIC
56
Joel Isaacson & Co
New York
$85.2M +$3.81M +62,688 +5%
MML Investors Services
57
MML Investors Services
Massachusetts
$82.7M +$473K +7,776 +0.6%
FSWA
58
Financial Synergies Wealth Advisors
Texas
$81.3M +$1.5M +24,748 +2%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81M -$3.13M -51,484 -4%
CPIG
60
Chicago Partners Investment Group
Illinois
$80.2M +$2.46M +40,504 +3%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$79.9M +$1.25M +20,644 +2%
KAS
62
Kestra Advisory Services
Texas
$78.6M +$25.7M +422,632 +42%
MIS
63
Morningstar Investment Services
Illinois
$78.1M -$11.4M -188,416 -13%
CIAS
64
CBIZ Investment Advisory Services
Ohio
$78M -$55.2M -908,036 -41%
AssetMark Inc
65
AssetMark Inc
California
$75.9M +$456K +7,508 +0.6%
Corient Private Wealth
66
Corient Private Wealth
Florida
$71.2M +$3.39M +55,852 +5%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$70M -$3.03M -49,840 -4%
TNBTD
68
Trustmark National Bank Trust Department
Mississippi
$69.4M +$4.87M +80,084 +8%
CTC
69
Central Trust Company
Missouri
$66M -$395K -6,504 -0.6%
ST
70
Smithfield Trust
Pennsylvania
$66M -$1.83M -30,040 -3%
OAM
71
Oppenheimer Asset Management
New York
$63.5M +$5.24M +86,268 +9%
NFG
72
Nadler Financial Group
Illinois
$63.3M +$1.27M +20,956 +2%
AT
73
American Trust
Kentucky
$61.8M +$23.4M +385,164 +61%
EH
74
Equitable Holdings
New York
$60.7M +$3.08M +50,756 +5%
AWM
75
Axxcess Wealth Management
California
$60.5M +$1.57M +25,836 +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.