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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
MPI
1401
Mairs & Power Inc
Minnesota
$350K +$351K +5,776 New
JCM
1402
Jacobi Capital Management
Pennsylvania
$349K -$132K -2,172 -27%
WJA
1403
Willis Johnson & Associates
Texas
$348K -$5.35K -88 -2%
SDH
1404
Sloy Dahl & Holst
Washington
$347K
RFN
1405
Redwood Financial Network
Ohio
$346K -$9.97K -164 -3%
CAM
1406
Congress Asset Management
Massachusetts
$346K
OWMIAS
1407
One Wealth Management Investment & Advisory Services
Florida
$345K -$17.3K -284 -5%
VNA
1408
Valley National Advisers
Pennsylvania
$345K
RSWA
1409
Robinson Smith Wealth Advisors
Maine
$342K +$343K +5,644 New
AWM
1410
Avitas Wealth Management
California
$341K +$2.43K +40 +0.7%
EFA
1411
Edge Financial Advisors
Illinois
$341K -$243 -4 -0.1%
TVWM
1412
Tower View Wealth Management
Wisconsin
$340K -$5.35K -88 -2%
EWM
1413
EPG Wealth Management
Georgia
$338K -$328K -5,400 Closed
TFA
1414
Toth Financial Advisory
Virginia
$338K
AWA
1415
Alta Wealth Advisors
Massachusetts
$337K -$28.4K -468 -8%
FFG
1416
Fortem Financial Group
California
$336K +$113K +1,864 +51%
GFL
1417
Granite FO LLC
New Hampshire
$335K
LMKC
1418
L.M. Kohn & Company
Ohio
$335K -$88.2K -1,452 -21%
PFBT
1419
Parkside Financial Bank & Trust
Missouri
$335K
RJTCONH
1420
Raymond James Trust Company of New Hampshire
New Hampshire
$335K -$5.83K -96 -2%
FNBOMD
1421
First National Bank of Mount Dora
Florida
$334K
HCM
1422
Howland Capital Management
Massachusetts
$334K
FFG
1423
Fiduciary Financial Group
California
$333K +$320K +5,260 New
GIA
1424
Guyasuta Investment Advisors
Pennsylvania
$333K
FPCG
1425
Fort Pitt Capital Group
Pennsylvania
$333K

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.