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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
SAI
901
Savvy Advisors Inc
New York
$1.35M +$638K +10,504 +88%
PIA
902
Perennial Investment Advisors
California
$1.34M +$54.2K +892 +4%
CAM
903
Chandler Asset Management
California
$1.34M
KAS
904
KPP Advisory Services
Kentucky
$1.34M +$45.7K +752 +4%
BFG
905
Beacon Financial Group
Texas
$1.34M -$5.11K -84 -0.4%
MGWM
906
Marks Group Wealth Management
Minnesota
$1.33M -$89.9K -1,480 -6%
ML
907
Mayport LLC
Massachusetts
$1.32M -$24.3K -400 -2%
TA
908
TrueWealth Advisors
Alabama
$1.32M +$49.3K +812 +4%
MSF
909
Mustard Seed Financial
Arkansas
$1.32M -$6.08K -100 -0.5%
RWM
910
Ritholtz Wealth Management
New York
$1.31M +$181K +2,984 +16%
AF
911
Alerus Financial
North Dakota
$1.3M
GC
912
Grimes & Company
Massachusetts
$1.3M -$56.4K -928 -4%
IWA
913
Inspirion Wealth Advisors
Illinois
$1.29M
CW
914
CreativeOne Wealth
Kansas
$1.28M -$84.3K -1,388 -6%
EFG
915
Everhart Financial Group
Ohio
$1.27M -$19.7K -324 -2%
GSIAS
916
Garden State Investment Advisory Services
New Jersey
$1.26M
CFS
917
Coordinated Financial Services
Colorado
$1.26M
BFO
918
Biltmore Family Office
North Carolina
$1.26M
VAMG
919
Voisard Asset Management Group
Michigan
$1.25M +$2.43K +40 +0.2%
AWA
920
Arete Wealth Advisors
Illinois
$1.25M +$1.26M +20,744 New
KWA
921
Kellett Wealth Advisors
Ohio
$1.25M -$15.4M -253,652 -92%
CHAM
922
Clear Harbor Asset Management
Connecticut
$1.25M -$87.3K -1,436 -7%
LA
923
LexAurum Advisors
Kansas
$1.25M +$238K +3,924 +24%
CC
924
Courier Capital
New York
$1.25M +$78.3K +1,288 +7%
PGA
925
Portland Global Advisors
Maine
$1.25M -$73.2K -1,204 -6%

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.