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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
YIA
1476
YHB Investment Advisors
Connecticut
$297K
NW
1477
Naviter Wealth
Arkansas
$296K +$46.2K +760 +18%
UW
1478
Unique Wealth
Florida
$295K
FG
1479
Fairman Group
Pennsylvania
$295K +$35.5K +584 +14%
SFC
1480
SYM Financial Corp
Indiana
$294K +$4.38K +72 +2%
CHJWM
1481
Carlton Hofferkamp & Jenks Wealth Management
Texas
$293K +$1.22K +20 +0.4%
TSMHT
1482
Thurston Springer Miller Herd & Titak
Indiana
$293K +$294K +4,836 New
WAM
1483
WealthTrust Asset Management
Florida
$293K -$7.54K -124 -2%
SWP
1484
Strategic Wealth Partners
Ohio
$292K -$972 -16 -0.3%
OPPS
1485
Obsidian Personal Planning Solutions
Maryland
$292K +$49.6K +816 +20%
TCWA
1486
Turtle Creek Wealth Advisors
Texas
$292K +$12.6K +208 +5%
AFTS
1487
American Financial & Tax Strategies
New York
$291K -$12.4K -204 -4%
NAM
1488
NorthCrest Asset Manangement
Minnesota
$291K +$292K +4,812 New
GFA
1489
Grunden Financial Advisory
Texas
$291K
CFG
1490
Cooper Financial Group
California
$290K -$24.1K -396 -8%
GWS
1491
Glassman Wealth Services
Virginia
$289K -$20.4K -336 -7%
WIM
1492
Westside Investment Management
California
$288K +$44.2K +728 +18%
CCM
1493
Cambridge Capital Management
Illinois
$288K
SW
1494
SkyOak Wealth
Michigan
$288K +$6.56K +108 +2%
AIMC
1495
Alley Investment Management Company
Illinois
$287K -$25.8K -424 -8%
TCMP
1496
Thrive Capital Management (Pennsylvania)
Pennsylvania
$287K +$288K +4,740 New
GIA
1497
GHP Investment Advisors
Colorado
$287K
ACM
1498
Allred Capital Management
Texas
$286K -$6.32K -104 -2%
MPPLM
1499
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$286K
NWMG
1500
National Wealth Management Group
Ohio
$286K -$217K -3,568 -43%

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.