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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
NCTC
1201
New Covenant Trust Company
Indiana
$604K +$8.27K +136 +1%
FIA
1202
Foundations Investment Advisors
Arizona
$604K -$540K -8,880 -47%
SWM
1203
Stockman Wealth Management
Montana
$598K +$2.43K +40 +0.4%
DI
1204
Diligent Investors
California
$595K
EBA
1205
Eagle Bay Advisors
New York
$594K
HCMG
1206
Howard Capital Management Group
California
$594K
TC
1207
TAP Consulting
Missouri
$592K +$15.3K +252 +3%
FB
1208
Fulton Bank
Pennsylvania
$591K
T
1209
TNF
Montana
$589K -$52.5K -864 -8%
GP
1210
Geneva Partners
Wisconsin
$586K +$14.3K +236 +2%
HSA
1211
HBK Sorce Advisory
Pennsylvania
$583K -$57.9K -952 -9%
OAS
1212
Optivise Advisory Services
Tennessee
$583K +$585K +9,628 New
BWM
1213
Baron Wealth Management
Michigan
$583K
NPFS
1214
Novak & Powell Financial Services
Florida
$579K -$2.67K -44 -0.5%
CF
1215
Convergence Financial
Missouri
$579K +$582K +9,572 New
FWP
1216
Falcon Wealth Planning
California
$578K +$46.7K +768 +9%
DCM
1217
DGS Capital Management
New Jersey
$578K +$59.6K +980 +11%
QCM
1218
QRG Capital Management
Illinois
$576K +$160K +2,632 +38%
LRIA
1219
Leonard Rickey Investment Advisors
Washington
$575K -$2.19K -36 -0.4%
MWA
1220
MN Wealth Advisors
Kansas
$575K -$3.4K -56 -0.6%
WA
1221
Wambolt & Associates
Colorado
$571K -$27K -444 -4%
SB
1222
Strategic Blueprint
Georgia
$570K +$82.9K +1,364 +17%
BWG
1223
Balanced Wealth Group
Ohio
$569K -$181K -2,976 -24%
T
1224
TCWP
Ohio
$568K +$34.3K +564 +6%
SCG
1225
Sonata Capital Group
Washington
$567K -$41.3K -680 -7%

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.