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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
CWP
1751
Concord Wealth Partners
Virginia
$71.9K
FC
1752
Family CFO
California
$68.5K
MFC
1753
Morris Financial Concepts
South Carolina
$68.1K
KFP
1754
Keener Financial Planning
Texas
$68K
GWP
1755
Gen-Wealth Partners
Michigan
$67.3K
SC
1756
Swan Capital
Florida
$66.1K +$66.4K +1,092 New
GWSG
1757
GPS Wealth Strategies Group
Colorado
$64.8K +$16.3K +268 +33%
NRG
1758
Nemes Rush Group
Michigan
$62K -$24.6K -404 -28%
AWM
1759
Atticus Wealth Management
Florida
$61.6K -$972 -16 -2%
SA
1760
SRH Advisors
Kansas
$59.3K
FC
1761
Fairscale Capital
New Hampshire
$58.8K +$56.4K +928 New
VWWMG
1762
Vermillion & White Wealth Management Group
Pennsylvania
$58.6K
M
1763
MOTCO
Texas
$58.1K
IC
1764
Innealta Capital
Texas
$58.1K +$58.3K +960 New
CCA
1765
Criterion Capital Advisors
Tennessee
$55.7K
PCM
1766
Perritt Capital Management
Illinois
$55K
SC
1767
Sawyer & Company
Massachusetts
$54K
AEPWM
1768
Atlantic Edge Private Wealth Management
Florida
$53.7K +$10.2K +168 +23%
BCPWM
1769
Bradley & Co Private Wealth Management
Florida
$53.3K
WAS
1770
Winch Advisory Services
Wisconsin
$53.2K
UWS
1771
Unique Wealth Strategies
Illinois
$52K +$50.6K +832 New
WIA
1772
Wetzel Investment Advisors
Indiana
$52K +$486 +8 +1%
HI
1773
Hoey Investments
Pennsylvania
$51.6K +$51.8K +852 New
FCG
1774
Financial Connections Group
California
$49K +$49.8K +820 New
DWA
1775
Dougherty Wealth Advisers
Minnesota
$48.4K

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.