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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
GI
1726
GAMMA Investing
California
$102K
GFPC
1727
Global Financial Private Client
Florida
$102K
FRA
1728
Front Row Advisors
California
$102K +$13.4K +220 +15%
DF
1729
DecisionPoint Financial
Arizona
$102K
TAM
1730
Tucker Asset Management
Colorado
$102K
BC
1731
Broadwater Capital
Massachusetts
$100K
DP
1732
Denver PWM
Colorado
$100K +$101K +1,660 New
FAM
1733
Family Asset Management
South Carolina
$100K +$101K +1,660 New
FPFS
1734
First Personal Financial Services
North Carolina
$100K
PWM
1735
Partnership Wealth Management
Maryland
$99.1K
HH
1736
HWG Holdings
Texas
$93.5K +$93.8K +1,544 New
FFA
1737
Frazier Financial Advisors
Ohio
$92.7K +$23.8K +392 +34%
LIA
1738
Lynx Investment Advisory
District of Columbia
$92K +$92.4K +1,520 New
PWM
1739
Provident Wealth Management
Tennessee
$91K +$486 +8 +0.5%
VC
1740
Vestor Capital
Illinois
$87K +$14.6K +240 +20%
LWANC
1741
Laurel Wealth Advisors (North Carolina)
North Carolina
$86.2K -$28.9K -476 -25%
Kayne Anderson Rudnick Investment Management
1742
Kayne Anderson Rudnick Investment Management
California
$84.7K +$29.2K +480 +52%
BLC
1743
Brown, Lisle/Cummings
Rhode Island
$82.8K
CTA
1744
Colonial Trust Advisors
South Carolina
$79.2K
MCA
1745
Maryland Capital Advisors
Maryland
$76.5K
BHWM
1746
Beaird Harris Wealth Management
Texas
$76K
CB
1747
Centennial Bank
Arkansas
$75.1K
FP
1748
Financial Perspectives
Minnesota
$73.9K +$31.1K +512 +72%
EPW
1749
Evergreen Private Wealth
Colorado
$73.6K
FCMT
1750
Founders Capital Management (Texas)
Texas
$73.4K

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.