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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
CIC
126
Cutler Investment Counsel
Oregon
$27.3M +$41.1K +676 +0.2%
FA
127
Fiducient Advisors
Illinois
$27.1M +$3.11M +51,112 +13%
SAM
128
SP Asset Management
California
$27M -$312K -5,140 -1%
BF
129
Blankinship & Foster
California
$27M -$14.3K -236 -0.1%
LL
130
LWMG LLC
Minnesota
$26.9M +$2.1M +34,596 +8%
W
131
Wealthquest
Ohio
$26.8M +$1.23M +20,232 +5%
PFM
132
Phillips Financial Management
Indiana
$26.6M -$56.2K -924 -0.2%
ANTB
133
AMG National Trust Bank
Colorado
$26.4M +$3.11M +51,116 +13%
AAP
134
Arax Advisory Partners
Colorado
$26.4M -$338K -5,564 -1%
DIP
135
DT Investment Partners
Pennsylvania
$25.9M +$508K +8,352 +2%
DWM
136
Dechtman Wealth Management
Colorado
$25.3M -$195K -3,212 -0.8%
PLU
137
Performa Ltd (US)
South Carolina
$25.1M +$2.07M +34,104 +9%
ATPW
138
Ashton Thomas Private Wealth
Arizona
$25.1M +$6.08K +100 +0%
CWM
139
Cranbrook Wealth Management
Michigan
$24.9M -$70.2K -1,156 -0.3%
WT
140
Whittier Trust
California
$24.8M +$424K +6,984 +2%
AAS
141
Avantax Advisory Services
Texas
$24M +$4.08M +67,180 +20%
Northern Trust
142
Northern Trust
Illinois
$24M +$915K +15,064 +4%
AFS
143
Axiom Financial Strategies
Indiana
$23.8M +$133K +2,192 +0.6%
BFG
144
Bouchey Financial Group
New York
$23.7M -$3.05M -50,196 -11%
PFA
145
Pure Financial Advisors
California
$23.6M +$594K +9,768 +3%
NAS
146
Nicolet Advisory Services
Wisconsin
$23.3M -$633K -10,416 -3%
William Blair & Company
147
William Blair & Company
Illinois
$23.2M +$868K +14,280 +4%
DJSG
148
D.J. St. Germain
Massachusetts
$23.2M -$334K -5,492 -1%
AFA
149
American Financial Advisors
Georgia
$22.9M +$2.68M +44,060 +13%
HWM
150
HB Wealth Management
Georgia
$22.9M -$783K -12,892 -3%

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.