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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
AWA
1376
Acorn Wealth Advisors
Michigan
$371K +$81.7K +1,344 +28%
KP
1377
Keel Point
Alabama
$371K +$366K +6,020 New
WF
1378
Wayfinding Financial
Washington
$365K
RPWA
1379
Regent Peak Wealth Advisors
Georgia
$364K -$19.9K -328 -5%
ETIA
1380
Epic Trust Investment Advisors
Washington
$363K -$24.6K -404 -6%
EIA
1381
Edgemoor Investment Advisors
Maryland
$363K
JWA
1382
JFS Wealth Advisors
Pennsylvania
$362K -$156K -2,568 -30%
Russell Investments Group
1383
Russell Investments Group
United Kingdom
$362K +$344K +5,668 +1,794%
MC
1384
Moors & Cabot
Massachusetts
$361K +$7.29K +120 +2%
NCG
1385
Newport Capital Group
New Jersey
$361K +$362K +5,960 New
TL
1386
Tradewinds LLC
North Carolina
$361K +$362K +5,960 New
VWA
1387
VERITY Wealth Advisors
United States
$360K
HCP
1388
Hardin Capital Partners
South Carolina
$358K +$360K +5,916 New
PP
1389
Pegasus Partners
Wisconsin
$358K
FGA
1390
Fortis Group Advisors
New Jersey
$357K +$359K +5,904 New
CAP
1391
Columbia Advisory Partners
Washington
$356K -$320K -5,272 -47%
FFA
1392
Founders Financial Alliance
North Carolina
$355K -$8.99K -148 -2%
WA
1393
Wealthstream Advisors
New York
$354K
BCM
1394
Becker Capital Management
Oregon
$354K
CA
1395
Claro Advisors
Massachusetts
$354K -$117K -1,920 -25%
LOPW
1396
Live Oak Private Wealth
North Carolina
$352K -$48.6K -800 -12%
AMCA
1397
Arthur M. Cohen & Associates
Illinois
$351K -$61.7K -1,016 -15%
AWP
1398
Accretive Wealth Partners
New Jersey
$351K +$23.1K +380 +7%
SB
1399
Sunflower Bank
Texas
$351K
MPCA
1400
Madison Park Capital Advisors
Washington
$351K

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.