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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
MAM
1601
McLean Asset Management
Virginia
$231K +$7.29K +120 +3%
TBNY
1602
Trustco Bank (New York)
New York
$231K -$243 -4 -0.1%
RWA
1603
Roberts Wealth Advisors
California
$231K
PAG
1604
Powers Advisory Group
Illinois
$231K +$232K +3,812 New
AGWCA
1605
Annis Gardner Whiting Capital Advisors
Florida
$230K
CWM
1606
Cedar Wealth Management
California
$229K -$13.4K -220 -5%
OWA
1607
One Wealth Advisors
California
$226K
MWA
1608
MFA Wealth Advisors
Pennsylvania
$226K
CCA
1609
Cobblestone Capital Advisors
New York
$225K
FFP
1610
FourThought Financial Partners
Florida
$223K
SAM
1611
SignalPoint Asset Management
Missouri
$222K -$14.3K -236 -6%
Barclays
1612
Barclays
United Kingdom
$222K
SGI
1613
Summit Global Investments
Utah
$222K +$223K +3,668 New
LF
1614
Lee Financial
Texas
$222K +$223K +3,664 New
Bank of Nova Scotia
1615
Bank of Nova Scotia
Ontario, Canada
$220K
SFM
1616
Signet Financial Management
New Jersey
$218K -$170K -2,804 -44%
TWM
1617
Thrive Wealth Management
Pennsylvania
$218K
TH
1618
Team Hewins
California
$218K +$218K +3,588 New
EP
1619
Edgestream Partners
New Jersey
$217K +$218K +3,592 New
ONSWM
1620
Old North State Wealth Management
North Carolina
$217K
RVPG
1621
Relative Value Partners Group
$216K -$1.37M -22,564 -86%
LSPW
1622
Lake Street Private Wealth
Illinois
$216K -$62.5K -1,028 -22%
WWMSC
1623
Wagner Wealth Management (South Carolina)
South Carolina
$215K -$8.51K -140 -4%
CG
1624
Corundum Group
Colorado
$215K
FLII
1625
First Long Island Investors
New York
$215K

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.