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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
EWA
1101
Etesian Wealth Advisors
Oregon
$778K
PTP
1102
Platform Technology Partners
New York
$777K +$780K +12,832 New
WA
1103
WBH Advisory
Maryland
$775K
CCWM
1104
Cassaday & Co Wealth Management
Virginia
$775K +$4.86K +80 +0.6%
FCBT
1105
First Citizens Bank & Trust
North Carolina
$774K -$5.35K -88 -0.7%
SQA
1106
Simon Quick Advisors
New Jersey
$774K +$4.62K +76 +0.6%
CIA
1107
Capital Investment Advisors
Georgia
$772K +$82.2K +1,352 +12%
BBW
1108
Blue Barn Wealth
Utah
$768K -$18K -296 -2%
FA
1109
Fermata Advisors
California
$768K -$2.55M -42,028 -77%
KTA
1110
Keeley-Teton Advisors
Illinois
$762K
OFS
1111
Oldfather Financial Services
Nebraska
$755K
FFA
1112
Fragasso Financial Advisors
Pennsylvania
$750K -$311K -5,116 -29%
ORC
1113
O'Rourke & Company
Massachusetts
$750K +$20.9K +344 +3%
CFGA
1114
Cambridge Financial Group (Arizona)
Arizona
$750K +$522K +8,584 +225%
RIA
1115
Realta Investment Advisors
Delaware
$748K -$35.7K -588 -5%
BTI
1116
Blue Trust Inc
Georgia
$747K
LGWM
1117
Litman Gregory Wealth Management
California
$746K +$12.9K +212 +2%
KWS
1118
Keystone Wealth Services
California
$736K -$62.5K -1,028 -8%
NP
1119
NorthRock Partners
Minnesota
$736K +$8.27K +136 +1%
MCM
1120
Mengis Capital Management
Oregon
$735K
TW
1121
TritonPoint Wealth
Maryland
$734K +$89.5K +1,472 +14%
CFO
1122
Callan Family Office
Pennsylvania
$733K +$436K +7,180 +145%
MPW
1123
Monterey Private Wealth
California
$724K -$38.2K -628 -5%
TP
1124
Tranquility Partners
Tennessee
$723K -$3.65K -60 -0.5%
SFG
1125
Sovereign Financial Group
Connecticut
$720K -$58.8K -968 -8%

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.