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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
WCM
1026
WealthBridge Capital Management
Ohio
$946K -$130K -2,132 -12%
OFS
1027
Orrstown Financial Services
Pennsylvania
$946K -$12.6K -208 -1%
CWC
1028
Carolinas Wealth Consulting
North Carolina
$938K -$45.9K -756 -5%
AO
1029
Advisor OS
Illinois
$938K +$21.9K +360 +2%
WWM
1030
WT Wealth Management
Arizona
$937K -$11.7K -192 -1%
WJWM
1031
Williams Jones Wealth Management
New York
$933K
EFA
1032
Evernest Financial Advisors
Indiana
$930K
KL
1033
KWMG LLC
Kansas
$930K -$24.1K -396 -3%
SL
1034
Sentinus LLC
Illinois
$927K -$14.3K -236 -2%
FTWA
1035
Fifth Third Wealth Advisors
Ohio
$925K +$48.6K +800 +6%
CPWM
1036
Cypress Point Wealth Management
Texas
$923K -$2.43K -40 -0.3%
LWM
1037
LJI Wealth Management
Indiana
$918K +$15.6K +256 +2%
AGC
1038
Aspen Grove Capital
Colorado
$918K
MG
1039
MilWealth Group
Wisconsin
$915K
EAM
1040
Evanson Asset Management
California
$911K
HGA
1041
Hobbs Group Advisors
South Carolina
$911K +$915K +15,056 New
FFA
1042
Florida Financial Advisors
Florida
$910K -$4.86K -80 -0.5%
TA
1043
TFG Advisers
Michigan
$908K -$10.9K -180 -1%
FAG
1044
Fortitude Advisory Group
Washington
$906K +$44.2K +728 +5%
SWP
1045
Summit Wealth Partners
Florida
$905K -$45.2K -744 -5%
SFG
1046
Synergy Financial Group
California
$905K +$225K +3,696 +33%
HNB
1047
Hilltop National Bank
Wyoming
$903K +$83.6K +1,376 +10%
WC
1048
Weil Company
California
$902K +$905K +14,900 New
MA
1049
MJP Associates
Connecticut
$901K
KCIC
1050
Kuhn & Co Investment Counsel
Illinois
$899K +$972 +16 +0.1%

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.