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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
PAI
76
Pittenger & Anderson Inc
Nebraska
$60M +$722K +11,884 +1%
CCM
77
Coldstream Capital Management
Washington
$59.5M -$2.84M -46,736 -5%
CAAS
78
Capital Asset Advisory Services
Michigan
$56.2M +$439K +7,228 +0.8%
NQWM
79
Northwest Quadrant Wealth Management
Oregon
$54.4M +$318K +5,232 +0.6%
NA
80
NewEdge Advisors
Louisiana
$54.3M +$5.36M +88,136 +11%
PGFC
81
Peapack-Gladstone Financial Corp
New Jersey
$52.8M +$836K +13,764 +2%
PAG
82
Private Advisor Group
New Jersey
$52M +$227K +3,736 +0.4%
NPT
83
National Philanthropic Trust
Pennsylvania
$50.9M -$5.49M -90,396 -10%
CWM
84
Connecticut Wealth Management
Connecticut
$49M -$227K -3,732 -0.5%
Comerica Bank
85
Comerica Bank
Texas
$48.3M -$226K -3,712 -0.5%
SWM
86
SilverOak Wealth Management
Minnesota
$46.8M +$757K +12,460 +2%
SDWMA
87
Schneider Downs Wealth Management Advisors
Pennsylvania
$46.1M +$3.85M +63,436 +9%
VVP
88
Venture Visionary Partners
Ohio
$45.9M +$65.9K +1,084 +0.1%
NYLIM
89
New York Life Investment Management
New York
$43.8M +$10.6M +175,048 +32%
Bessemer Group
90
Bessemer Group
New Jersey
$42.2M +$575K +9,464 +1%
FC
91
Fulcrum Capital
Washington
$41.7M +$1.22M +20,012 +3%
AFG
92
Arkansas Financial Group
Arkansas
$41.4M +$13.1K +216 +0%
US Bancorp
93
US Bancorp
Minnesota
$41M -$6.54M -107,656 -14%
BFPW
94
BOK Financial Private Wealth
Colorado
$40.6M -$1.41M -23,260 -3%
OHWA
95
Oak Hill Wealth Advisors
Virginia
$40.1M +$40.3M +662,708 New
LIM
96
Leavell Investment Management
Alabama
$40.1M +$564K +9,288 +1%
PCTC
97
Perkins Coie Trust Company
Washington
$39M -$321K -5,284 -0.8%
TTWM
98
TCV Trust & Wealth Management
Virginia
$38.9M -$287K -4,728 -0.7%
CFG
99
Citizens Financial Group
Rhode Island
$38.8M +$37.5M +617,488 +2,844%
G
100
GenTrust
Florida
$38.8M -$5.69M -93,624 -13%

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.