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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
FWI
1501
Facet Wealth Inc
Maryland
$286K +$43.8K +720 +19%
BWA
1502
Bordeaux Wealth Advisors
California
$285K -$79.7K -1,312 -22%
FCC
1503
Flower City Capital
New York
$284K -$38.9K -640 -12%
CFGSD
1504
Compass Financial Group (South Dakota)
South Dakota
$284K -$21.4K -352 -7%
TAM
1505
Townsend Asset Management
North Carolina
$283K -$36.9K -608 -12%
CAI
1506
Capital Advisors Inc
Oklahoma
$281K +$282K +4,640 New
AWAG
1507
ARS Wealth Advisors Group
Florida
$281K -$42.3K -696 -13%
CIA
1508
Cladis Investment Advisory
Montana
$280K
BST
1509
Bath Savings Trust
Maine
$280K +$3.65K +60 +1%
WFA
1510
WMG Financial Advisors
Tennessee
$280K
PWM
1511
Penobscot Wealth Management
Maine
$280K -$21.4K -352 -7%
CSWM
1512
Cassady Schiller Wealth Management
Ohio
$279K +$24.1K +396 +9%
ACM
1513
AlphaStar Capital Management
North Carolina
$279K +$280K +4,608 New
CC
1514
Cadinha & Co
Hawaii
$278K
BAM
1515
Byrne Asset Management
New Jersey
$278K -$7.54K -124 -3%
CSIC
1516
Clifford Swan Investment Counsel
California
$277K
PP
1517
Prosperity Planning
Missouri
$276K
WMA
1518
West Michigan Advisors
Michigan
$275K -$1.7K -28 -0.6%
FAT
1519
First American Trust
California
$274K -$43K -708 -14%
TCM
1520
Tradewinds Capital Management
Washington
$273K +$243 +4 +0.1%
EW
1521
Enzi Wealth
Texas
$273K +$13.4K +220 +5%
LA
1522
LPF Advisors
Florida
$272K +$273K +4,496 New
FMTCOCP
1523
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$272K -$345K -5,680 -56%
HC
1524
Hoese & Co
Minnesota
$272K +$99.7K +1,640 +59%
TBWA
1525
Three Bridge Wealth Advisors
California
$271K

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.