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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
FW
1576
Fairway Wealth
Ohio
$239K
WP
1577
WealthShield Partners
North Carolina
$238K +$28.9K +476 +14%
EFG
1578
Embree Financial Group
Illinois
$238K
FNA
1579
First National Advisers
Nebraska
$238K +$16K +264 +7%
KCPG
1580
Kavar Capital Partners Group
Kansas
$238K
LCM
1581
Lazari Capital Management
California
$237K
CFAM
1582
Center For Asset Management
Florida
$237K +$237K +3,908 New
IPA
1583
Investment Planning Advisors
Georgia
$236K +$237K +3,904 New
SFP
1584
Strategic Financial Planning
Texas
$236K
FTIS
1585
First Trust Investment Solutions
Florida
$236K
HNWA
1586
Henrickson Nauta Wealth Advisors
Michigan
$234K +$234K +3,852 New
HIA
1587
HTG Investment Advisors
Connecticut
$234K -$30.6K -504 -12%
JCM
1588
Janney Capital Management
Pennsylvania
$234K -$6.56K -108 -3%
ASFA
1589
All Season Financial Advisors
Colorado
$234K -$25.5K -420 -10%
WIP
1590
WealthCare Investment Partners
Rhode Island
$233K -$24.6K -404 -9%
NPF
1591
Norris Perne & French
Michigan
$233K
UB
1592
Umpqua Bank
Oregon
$233K
ZIM
1593
Zacks Investment Management
Illinois
$232K -$15.1K -248 -6%
JDR
1594
Jay D. Rosenbaum
$232K +$233K +3,840 New
ASW
1595
Astoria Strategic Wealth
Texas
$232K +$8.51K +140 +4%
FCT
1596
First Community Trust
Iowa
$232K +$147K +2,420 +171%
TAM
1597
Tocqueville Asset Management
New York
$232K +$243 +4 +0.1%
TWM
1598
Tradition Wealth Management
Minnesota
$232K +$22.4K +368 +11%
GWA
1599
Geometric Wealth Advisors
District of Columbia
$231K +$9.97K +164 +4%
OPCM
1600
Osborne Partners Capital Management
California
$231K +$18.2K +300 +9%

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.