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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
IFA
801
Interactive Financial Advisors
Illinois
$1.85M +$89.9K +1,480 +5%
WI
802
Wintrust Investments
Illinois
$1.84M -$252K -4,152 -12%
AFGAS
803
Allegiance Financial Group Advisory Services
Virginia
$1.84M +$23.3K +384 +1%
BSB
804
Bangor Savings Bank
Maine
$1.82M +$7.05K +116 +0.4%
AAMC
805
Asset Allocation & Management Company
Illinois
$1.81M
GC
806
Gilbert & Cook
Iowa
$1.81M -$101K -1,664 -5%
HG
807
Harbor Group
New Hampshire
$1.8M -$2.67K -44 -0.1%
CP
808
Camelot Portfolios
Ohio
$1.8M +$198K +3,256 +12%
HWA
809
Heritage Wealth Advisors
Virginia
$1.8M
HP
810
Holistic Planning
Texas
$1.8M -$14.8K -244 -0.8%
BFA
811
Bragg Financial Advisors
North Carolina
$1.79M -$95.5K -1,572 -5%
CST
812
Charles Schwab Trust
Nevada
$1.78M -$132K -2,176 -7%
SWM
813
SeaCrest Wealth Management
New York
$1.78M +$305K +5,012 +21%
MW
814
Members Wealth
Pennsylvania
$1.78M +$1.53M +25,212 New
NEWAS
815
N.E.W. Advisory Services
Wisconsin
$1.77M -$228K -3,756 -11%
SAG
816
Spotlight Asset Group
Illinois
$1.76M
LS
817
Leelyn Smith
Illinois
$1.75M
LPAM
818
Lodestar Private Asset Management
California
$1.75M +$23.1K +380 +1%
CIA
819
Covington Investment Advisors
Pennsylvania
$1.75M +$40.4K +664 +2%
SP
820
Stablepoint Partners
Massachusetts
$1.75M +$135K +2,216 +9%
V
821
VeraBank
Texas
$1.75M
KBFS
822
Kohmann Bosshard Financial Services
Ohio
$1.74M -$219K -3,612 -11%
SFA
823
Sequoia Financial Advisors
Ohio
$1.73M -$110K -1,816 -6%
PD
824
Planning Directions
Pennsylvania
$1.73M +$23.6K +388 +1%
GP
825
Greenline Partners
New York
$1.72M +$516K +8,496 +42%

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.