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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
LTL
1426
Lowery Thomas LLC
California
$333K
CSC
1427
Caldwell Sutter Capital
California
$333K -$2.43K -40 -0.7%
D
1428
Dentgroup
Louisiana
$332K -$6.32K -104 -2%
FCA
1429
Fortis Capital Advisors
Kansas
$331K +$332K +5,468 New
KW
1430
KWB Wealth
California
$330K
LFA
1431
LifeGuide Financial Advisors
Pennsylvania
$330K
WTB
1432
Washington Trust Bank
Washington
$330K -$111K -1,824 -25%
FFWA
1433
FRG Family Wealth Advisors
Washington
$330K
C1AG
1434
Client 1st Advisory Group
Florida
$329K
BMD
1435
Better Money Decisions
New Mexico
$329K -$3.89K -64 -1%
SSWM
1436
Smith Salley Wealth Management
North Carolina
$328K -$277K -4,556 -46%
CFA
1437
CWS Financial Advisors
Michigan
$328K
BBNA
1438
Bremer Bank National Association
Minnesota
$328K -$75.6K -1,244 -19%
CT
1439
Clearstead Trust
Maine
$327K
HIP
1440
HUB Investment Partners
Texas
$327K +$59.3K +976 +22%
AWM
1441
Avaii Wealth Management
Wisconsin
$327K
CC
1442
Chicago Capital
Illinois
$325K +$326K +5,372 New
LA
1443
Lifeworks Advisors
Michigan
$325K +$326K +5,372 New
CCA
1444
Cora Capital Advisors
New Jersey
$323K +$5.83K +96 +2%
PRI
1445
Prepared Retirement Institute
Pennsylvania
$323K
SA
1446
Strategic Advisors
New York
$322K -$1.95K -32 -0.6%
CA
1447
CGN Advisors
Kansas
$321K -$10.7K -176 -3%
NSIM
1448
North Star Investment Management
Illinois
$320K
CAG
1449
Compass Advisory Group
New York
$320K
MAM
1450
Milestone Asset Management
Pennsylvania
$319K +$320K +5,272 New

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.