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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
SFS
151
Searcy Financial Services
Kansas
$22.7M +$320K +5,260 +1%
AWS
152
Atria Wealth Solutions
New York
$22.6M -$5.7M -93,828 -20%
CCM
153
Condor Capital Management
New Jersey
$22.3M -$574K -9,448 -2%
FSC
154
Full Sail Capital
Oklahoma
$21.9M -$327K -5,376 -1%
PMG
155
ProVise Management Group
Florida
$21.9M +$908K +14,944 +4%
SCM
156
SOL Capital Management
Maryland
$21.9M +$149K +2,452 +0.7%
CFGS
157
Concourse Financial Group Securities
Alabama
$21.8M -$340K -5,596 -2%
WIC
158
Woodmont Investment Counsel
Tennessee
$21.5M +$189K +3,104 +0.9%
Empower Advisory Group
159
Empower Advisory Group
Colorado
$21.5M -$112K -1,844 -0.5%
IWC
160
Integrated Wealth Concepts
Massachusetts
$21.5M +$2.49M +40,900 +13%
MCM
161
MAI Capital Management
Ohio
$21.5M -$242K -3,976 -1%
WTC
162
WhitTier Trust Company
Nevada
$21.3M +$158K +2,600 +0.7%
CTB
163
Country Trust Bank
Illinois
$21.1M -$21.2M -348,280 -50%
WB
164
WesBanco Bank
West Virginia
$21M +$113K +1,864 +0.5%
RJT
165
Raymond James Trust
Florida
$21M +$1.1M +18,144 +6%
SB
166
Simmons Bank
Arkansas
$20.8M -$99.2K -1,632 -0.5%
RRA
167
Round Rock Advisors
Connecticut
$20.5M -$959K -15,784 -4%
GT
168
Glenview Trust
Kentucky
$20.2M +$380K +6,260 +2%
WCWM
169
Wooster Corthell Wealth Management
Connecticut
$20M -$53.2K -876 -0.3%
FI
170
FIDELIS iM
Oregon
$19.9M -$91.4K -1,504 -0.5%
Brown Advisory
171
Brown Advisory
Maryland
$19.8M -$525K -8,636 -3%
MFIM
172
Mesirow Financial Investment Management
Illinois
$19.8M -$304K -5,000 -2%
TFA
173
Transamerica Financial Advisors
Florida
$19.5M
FFS
174
Founders Financial Securities
Maryland
$19.4M +$1.41M +23,152 +8%
P
175
&Partners
Tennessee
$19.2M +$16.4M +269,504 +574%

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.