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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
RCM
1676
Richardson Capital Management
Wisconsin
$191K +$8.75K +144 +5%
DFA
1677
DHJJ Financial Advisors
Illinois
$189K
GTAM
1678
Global Trust Asset Management
Florida
$188K
TIM
1679
Tortoise Investment Management
New York
$183K -$12.4K -204 -6%
ITIM
1680
Indiana Trust & Investment Management
Indiana
$181K -$7.78K -128 -4%
HWA
1681
HHM Wealth Advisors
Tennessee
$179K
BCMLT
1682
Beacon Capital Management LLC (Tennessee)
Tennessee
$178K +$3.4K +56 +2%
SN
1683
Sittner & Nelson
Oregon
$178K -$729 -12 -0.4%
GGI
1684
Godsey & Gibb Inc
Virginia
$176K +$176K +2,904 New
TSWM
1685
Tyler-Stone Wealth Management
Ohio
$175K +$243 +4 +0.1%
AIC
1686
Archer Investment Corporation
Indiana
$174K
EWA
1687
EverSource Wealth Advisors
Alabama
$173K +$42.5K +700 +34%
VAG
1688
VisionPoint Advisory Group
Texas
$170K +$22.6K +372 +15%
RIL
1689
Rothschild Investment LLC
Illinois
$169K -$69.3K -1,140 -29%
SWM
1690
Sugarloaf Wealth Management
Georgia
$165K -$17.5K -288 -10%
KFI
1691
Key Financial Inc
Pennsylvania
$164K +$5.83K +96 +4%
HGERS
1692
Householder Group Estate & Retirement Specialist
Arizona
$164K -$6.81K -112 -4%
RA
1693
Rise Advisors
New York
$159K
MFA
1694
Morling Financial Advisors
California
$158K
TH
1695
TCTC Holdings
Texas
$154K +$486 +8 +0.3%
RLIM
1696
Red Lighthouse Investment Management
New York
$151K
SS
1697
Sunbelt Securities
Texas
$150K +$22.1K +364 +17%
CWM
1698
Compass Wealth Management
Connecticut
$149K
NMG
1699
New Millennium Group
Utah
$148K +$149K +2,444 New
CPG
1700
Cornerstone Planning Group
New Jersey
$146K -$1.95K -32 -1%

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.