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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
NW
101
NewEdge Wealth
Pennsylvania
$38.4M -$755K -12,416 -2%
NHT
102
New Hampshire Trust
New Hampshire
$38.3M +$1.16M +19,064 +3%
RWMH
103
Riverpoint Wealth Management Holdings
Illinois
$38.3M -$22.6K -372 -0.1%
SA
104
Sanctuary Advisors
Indiana
$37.6M +$38M +624,988 New
BMC
105
Bear Mountain Capital
Washington
$35.9M +$33.1K +544 +0.1%
CI
106
CX Institutional
Indiana
$34.2M +$918K +15,100 +3%
RFC
107
Regions Financial Corp
Alabama
$33.9M +$889K +14,624 +3%
EI
108
Ellevest Inc
New York
$33.7M +$1.05M +17,336 +3%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$33.7M +$4.83M +79,444 +17%
HWA
110
Heartwood Wealth Advisors
Virginia
$33.6M +$269K +4,428 +0.8%
SC
111
Stephens Consulting
Michigan
$32.4M -$2.47M -40,652 -7%
TPW
112
TL Private Wealth
Texas
$31.5M -$35.5K -584 -0.1%
MAM
113
Marquette Asset Management
Minnesota
$31.5M +$552K +9,084 +2%
BI
114
Ballast Inc
Kentucky
$31.3M -$404K -6,656 -1%
SPIA
115
Steward Partners Investment Advisory
New York
$30.7M +$394K +6,480 +1%
PRA
116
Pine Ridge Advisers
New York
$30M +$12.7M +209,664 +73%
ABC
117
Associated Banc-Corp
Wisconsin
$29.9M +$1.72M +28,236 +6%
AF
118
Arrow Financial
New York
$29.3M -$2.73M -45,004 -9%
BBA
119
BLB&B Advisors
Pennsylvania
$29.2M -$294K -4,840 -1%
FW
120
Fidato Wealth
Ohio
$28.9M +$424K +6,984 +1%
AM
121
AGF Management
Ontario, Canada
$28.8M -$1.84M -30,220 -6%
GT
122
Glenmede Trust
Pennsylvania
$28.8M -$756K -12,448 -3%
BP
123
BCK Partners
New York
$28.8M +$234K +3,848 +0.8%
CSIA
124
Conrad Siegel Investment Advisors
Pennsylvania
$28.3M -$1.12M -18,444 -4%
First Manhattan
125
First Manhattan
New York
$27.3M +$97.2K +1,600 +0.4%

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.