We are live on ! Find out more
VO icon

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
IFAM
1651
Institutional & Family Asset Management
Colorado
$207K
RWB
1652
RMR Wealth Builders
New Jersey
$206K
I
1653
INVST
Indiana
$206K -$1.95K -32 -0.9%
SL
1654
Sentry LLC
Tennessee
$206K
ECG
1655
EPIQ Capital Group
California
$205K
OC
1656
Oarsman Capital
Wisconsin
$205K +$206K +3,392 New
RFA
1657
ROI Financial Advisors
Oregon
$205K
MPM
1658
Meritage Portfolio Management
Kansas
$205K
TC
1659
Trust Company
Kansas
$205K
TA
1660
TKG Advisors
Indiana
$203K
EFP
1661
Envision Financial Planning
Tennessee
$203K +$204K +3,356 New
NC
1662
Napatree Capital
Rhode Island
$202K +$203K +3,340 New
MC
1663
Middleton & Co
Massachusetts
$202K
HFAS
1664
Hummer Financial Advisory Services
Illinois
$200K -$21.9K -360 -10%
DWG
1665
Darden Wealth Group
Michigan
$200K -$608K -10,000 -75%
LWL
1666
Leo Wealth LLC
Texas
$200K -$3.65K -60 -2%
PCMC
1667
Planning Capital Management Corporation
Pennsylvania
$199K
OWA
1668
Opal Wealth Advisors
New York
$198K -$10.5K -172 -5%
CAS
1669
Coppell Advisory Solutions
Texas
$197K +$198K +3,252 New
PCA
1670
Providence Capital Advisors
North Carolina
$197K -$486 -8 -0.2%
CC
1671
Cypress Capital
Tennessee
$196K +$197K +3,244 New
CYG
1672
Clean Yield Group
Vermont
$196K
MM
1673
Main Management
California
$195K
LFASL
1674
Lugano Financial Advisors SA (LFA)
Switzerland
$194K
CMBA
1675
C.M. Bidwell & Associates
Hawaii
$194K

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.