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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
CCG
851
Cypress Capital Group
Florida
$1.57M -$3.65K -60 -0.2%
RCM
852
RMR Capital Management
California
$1.56M -$6.08K -100 -0.4%
NS
853
NBC Securities
Alabama
$1.56M
SAG
854
SageView Advisory Group
California
$1.56M -$36.9M -607,344 -96%
LFA
855
Laraway Financial Advisors
Minnesota
$1.55M +$53.2K +876 +4%
CJ
856
Caitlin John
Michigan
$1.55M +$88K +1,448 +6%
CIA
857
Compass Ion Advisors
Pennsylvania
$1.55M
NB
858
NBT Bank
New York
$1.54M +$313K +5,144 +25%
DWT
859
Dorsey & Whitney Trust
South Dakota
$1.52M -$109K -1,796 -7%
GLA
860
Great Lakes Advisors
Illinois
$1.51M
MWA
861
Midland Wealth Advisors
Illinois
$1.51M +$13.9K +228 +0.9%
AA
862
Addison Advisors
Vermont
$1.5M -$110K -1,812 -7%
TCOV
863
Trust Company of Vermont
Vermont
$1.5M +$114K +1,872 +8%
SWM
864
Segment Wealth Management
Texas
$1.49M -$3.65K -60 -0.2%
BFA
865
Beaumont Financial Advisors
Massachusetts
$1.49M -$1.22K -20 -0.1%
MF
866
Montis Financial
Massachusetts
$1.49M -$11.4K -188 -0.8%
CAGAS
867
Capital Advisory Group Advisory Services
Minnesota
$1.48M +$57.4K +944 +4%
PO
868
Private Ocean
California
$1.47M -$243 -4 -0%
PTC
869
Private Trust Company
Ohio
$1.47M +$70.5K +1,160 +5%
RFM
870
Royal Fund Management
Florida
$1.46M -$6.91M -113,696 -83%
RBC
871
Romano Brothers & Co
Illinois
$1.45M +$12.2K +200 +0.8%
ATC
872
Adirondack Trust Company
New York
$1.45M
SWA
873
Sax Wealth Advisors
New Jersey
$1.45M -$83.9K -1,380 -5%
AIM
874
Aspen Investment Management
Michigan
$1.45M -$3.4K -56 -0.2%
CCA
875
Checchi Capital Advisers
California
$1.45M -$235K -3,860 -14%

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.