We are live on ! Find out more
VO icon

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
4WM
1226
49 Wealth Management
Texas
$567K -$13.4K -220 -2%
HA
1227
Herold Advisors
New York
$566K -$1.7K -28 -0.3%
GWA
1228
GGM Wealth Advisors
Maryland
$561K +$151K +2,484 +37%
MWA
1229
Moser Wealth Advisors
Washington
$560K
STB
1230
S&T Bank
Pennsylvania
$559K -$243 -4 -0%
GKIM
1231
GW&K Investment Management
Massachusetts
$558K
FVIM
1232
Fort Vancouver Investment Management
Washington
$558K +$560K +9,212 New
VFPW
1233
Vantage Financial Partners (Wisconsin)
Wisconsin
$556K -$148K -2,436 -21%
BC
1234
Bakala Capital
South Carolina
$556K +$93.3K +1,536 +20%
WIC
1235
Willis Investment Counsel
Georgia
$551K
BWP
1236
BSW Wealth Partners
Colorado
$549K -$49.3K -812 -8%
DPI
1237
Diversified Portfolios Inc
Michigan
$549K
KLI
1238
Kelman-Lazarov Inc
Tennessee
$549K
RFN
1239
RDA Financial Network
Iowa
$546K -$34K -560 -6%
FSG
1240
Financial Strategies Group
Michigan
$543K -$243 -4 -0%
DTC
1241
Davidson Trust Company
Washington
$542K +$160K +2,636 +42%
LWM
1242
Lodestone Wealth Management
Washington
$539K -$5.59K -92 -1%
VAF
1243
Values Added Financial
District of Columbia
$537K +$113K +1,852 +26%
BFM
1244
Boston Financial Management
Massachusetts
$534K +$28K +460 +5%
SFG
1245
Sunburst Financial Group
Alabama
$533K
LRPA
1246
L. Roy Papp & Associates
Arizona
$532K +$48.6K +800 +10%
NA
1247
Nottingham Advisors
New York
$528K -$12.4K -204 -2%
KCM
1248
Kennicott Capital Management
California
$525K
OC
1249
Oakworth Capital
Alabama
$524K
BMMM
1250
Boston Mountain Money Management
Arkansas
$524K +$33.8K +556 +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.