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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
WCWM
1351
Willow Creek Wealth Management
California
$398K
LSAG
1352
Lake Street Advisors Group
New Hampshire
$398K +$10.2K +168 +3%
LCM
1353
Logan Capital Management
Pennsylvania
$398K
HR
1354
Hardy Reed
Mississippi
$397K
FFM
1355
Forum Financial Management
Illinois
$397K -$12.6K -208 -3%
PMFA
1356
Plante Moran Financial Advisors
Michigan
$396K -$55.4K -912 -12%
ML
1357
McAdam LLC
Pennsylvania
$395K +$31.4K +516 +9%
DA
1358
Detalus Advisors
Missouri
$395K +$84.6K +1,392 +27%
IPAM
1359
Investment Partners Asset Management
New Jersey
$393K
WAM
1360
WNY Asset Management
New York
$392K -$8.74M -143,860 -96%
RWA
1361
River Wealth Advisors
Pennsylvania
$390K -$1.7K -28 -0.4%
CPW
1362
Cove Private Wealth
New York
$387K -$72.9K -1,200 -16%
TW
1363
Transform Wealth
Colorado
$386K +$9.72K +160 +3%
MCM
1364
MontVue Capital Management
Virginia
$380K -$13.4K -220 -3%
FWTB
1365
First Western Trust Bank
Colorado
$380K +$25.5K +420 +7%
NEPWA
1366
New England Private Wealth Advisors
Massachusetts
$379K +$37.2K +612 +11%
VPP
1367
Vertex Planning Partners
Illinois
$378K
WA1
1368
Wimmer Associates 1
California
$375K +$10.9K +180 +3%
AWA
1369
Aaron Wealth Advisors
Illinois
$374K +$376K +6,180 New
NBT
1370
Northwest Bank & Trust
Iowa
$374K +$8.02K +132 +2%
MCM
1371
Morton Capital Management
California
$373K +$73.2K +1,204 +24%
SFS
1372
Strategic Financial Services
New York
$373K
HHRDM
1373
H&H Retirement Design & Management
Nevada
$373K
SL
1374
SWMG LLC
Texas
$372K -$2.92K -48 -0.8%
FTDI
1375
First Trust Direct Indexing
Massachusetts
$371K +$110K +1,804 +42%

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.