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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
EWM
951
Empirical Wealth Management
Washington
$1.16M -$269K -4,424 -19%
MFG
952
Mosaic Financial Group
Illinois
$1.16M +$30.9K +508 +3%
ECM
953
EagleClaw Capital Management
Massachusetts
$1.15M
SEP
954
Southland Equity Partners
Missouri
$1.14M -$232K -3,824 -17%
SF
955
Safeguard Financial
Wisconsin
$1.14M +$144K +2,372 +14%
CGL
956
Clarius Group LLC
Washington
$1.13M -$30.6K -504 -3%
SWM
957
Spire Wealth Management
Virginia
$1.13M -$5.67M -93,236 -83%
RWRC
958
R.W. Roge & Company
New York
$1.13M -$35.5K -584 -3%
BFA
959
Bluestem Financial Advisors
Illinois
$1.12M -$12.4K -204 -1%
AL
960
ACAS LLC
California
$1.12M -$99.4K -1,636 -8%
TA
961
TFB Advisors
Kansas
$1.12M +$23.3K +384 +2%
OA
962
Operose Advisors
Wisconsin
$1.11M +$17.5K +288 +2%
SWM
963
SigFig Wealth Management
California
$1.11M +$29.7K +488 +3%
NB
964
Nicolet Bankshares
Wisconsin
$1.11M -$17.7K -292 -2%
TW
965
Trajan Wealth
Arizona
$1.1M -$44K -724 -4%
BL
966
Balentine LLC
Georgia
$1.1M +$95K +1,564 +9%
CWMGP
967
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.09M
STA
968
Summit Trail Advisors
New York
$1.09M -$1.11M -18,236 -50%
MAM
969
MMA Asset Management
Pennsylvania
$1.09M +$67.6K +1,112 +7%
SOS
970
Silver Oak Securities
Tennessee
$1.09M +$40.4K +664 +4%
IIC
971
Ironwood Investment Counsel
Arizona
$1.09M -$59.3K -976 -5%
MBT
972
Montecito Bank & Trust
California
$1.08M +$4.86K +80 +0.4%
HNW
973
High Note Wealth
Minnesota
$1.08M -$12.6K -208 -1%
ATI
974
ARK & TLK Investments
Oklahoma
$1.07M
LFS
975
Lutz Financial Services
Nebraska
$1.07M -$6.32K -104 -0.6%

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.