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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
ANBT
1151
American National Bank & Trust
Texas
$662K +$6.81K +112 +1%
ES
1152
ETF Store
Kansas
$660K -$191K -3,148 -22%
SCTC
1153
Sanibel Captiva Trust Company
Florida
$656K -$14.8K -244 -2%
BWM
1154
Blossom Wealth Management
California
$656K +$46.9K +772 +8%
WW
1155
Westshore Wealth
California
$654K -$3.16K -52 -0.5%
MLL
1156
Moody Lynn & Lieberson
Massachusetts
$652K -$4.38K -72 -0.7%
TNB
1157
Thomasville National Bank
Georgia
$650K -$11.2K -184 -2%
HKIMG
1158
Hutchens & Kramer Investment Management Group
Indiana
$649K -$7.78K -128 -1%
ACI
1159
Alpha Cubed Investments
California
$648K -$1.95K -32 -0.3%
SBIA
1160
Sheaff Brock Investment Advisors
Indiana
$647K
WB
1161
Webster Bank
Connecticut
$644K +$11.9K +196 +2%
PI
1162
Pachira Investments
California
$640K +$68.8K +1,132 +12%
VFIC
1163
Valley Forge Investment Consultants
Pennsylvania
$640K -$161K -2,652 -20%
WLPWM
1164
Walled Lake Planning & Wealth Management
Illinois
$638K +$98.2K +1,616 +18%
GWM
1165
Geneos Wealth Management
Colorado
$638K +$28.7K +472 +5%
HFS
1166
Heritage Financial Services
Massachusetts
$638K -$103K -1,700 -14%
APP
1167
Avantax Planning Partners
Iowa
$638K +$124K +2,036 +24%
LW
1168
Libra Wealth
California
$636K -$10.9K -180 -2%
QCG
1169
Quadrant Capital Group
Ohio
$636K -$113K -1,856 -15%
NGA
1170
Naples Global Advisors
Florida
$633K +$6.08K +100 +1%
LDB
1171
Lee, Danner & Bass
Tennessee
$632K +$634K +10,440 New
WIM
1172
Warwick Investment Management
Texas
$630K +$42.5K +700 +7%
PWM
1173
Paulson Wealth Management
Illinois
$628K +$4.62K +76 +0.7%
HGWM
1174
Horst & Graben Wealth Management
Oregon
$628K -$243 -4 -0%
CCM
1175
Copeland Capital Management
Pennsylvania
$626K +$522K +8,584 +490%

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.