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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
AWC
1176
Adamsbrown Wealth Consultants
Kansas
$624K +$8.02K +132 +1%
SC
1177
Sapient Capital
Indiana
$622K -$158K -2,604 -20%
TPWA
1178
Twin Peaks Wealth Advisors
California
$621K +$365K +6,012 +141%
AAS
1179
Annex Advisory Services
Wisconsin
$620K +$60.3K +992 +11%
FCH
1180
Freestone Capital Holdings
Washington
$620K -$220K -3,628 -26%
ONST
1181
Old North State Trust
North Carolina
$620K +$5.83K +96 +0.9%
WG
1182
Welch Group
Alabama
$619K +$8.75K +144 +1%
BTWM
1183
Brass Tax Wealth Management
Ohio
$619K +$46.9K +772 +8%
AIFAIM
1184
American Institute for Advanced Investment Management
Arizona
$618K
HWP
1185
Hibernia Wealth Partners
Louisiana
$617K -$1.95K -32 -0.3%
HIA
1186
Harbor Investment Advisory
Maryland
$617K -$64.4K -1,060 -9%
RA
1187
Riverstone Advisors
Texas
$617K +$166K +2,736 +37%
EWS
1188
Eagle Wealth Strategies
New Jersey
$616K +$972 +16 +0.2%
CW
1189
Channel Wealth
California
$613K -$121K -1,984 -16%
DDC
1190
DF Dent & Co
Maryland
$613K
AWA
1191
Aletheian Wealth Advisors
Washington
$612K -$18.7K -308 -3%
SC
1192
Slow Capital
California
$610K -$35K -576 -5%
JWM
1193
Janiczek Wealth Management
Colorado
$610K +$21.9K +360 +4%
GD
1194
Grandfield & Dodd
New York
$607K +$3.65K +60 +0.6%
CT
1195
Colonial Trust
South Carolina
$607K +$163K +2,676 +36%
PEA
1196
Park Edge Advisors
Ohio
$607K -$10.9K -180 -2%
JFGIW
1197
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$607K -$4.86K -80 -0.8%
DAS
1198
Diversify Advisory Services
Utah
$605K -$4.38K -72 -0.7%
MIA
1199
Milestone Investment Advisors
Wisconsin
$604K +$3.89K +64 +0.6%
CT
1200
Coastline Trust
Rhode Island
$604K +$282K +4,640 +87%

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.