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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
SFC
1876
Strategic Financial Concepts
Texas
$2.14K +$56.5M +930,092 New
FWA
1877
FSC Wealth Advisors
New York
$1.45K
GWM
1878
Grand Wealth Management
Michigan
$1.25K
NA
1879
Nordwand Advisors
Pennsylvania
$1.21K
YAL
1880
Your Advocates Ltd
Texas
$1.21K
RF
1881
Robbins Farley
New Hampshire
$969
BNP Paribas Financial Markets
1882
BNP Paribas Financial Markets
France
$968 -$121K -1,984 -99%
SFA
1883
Semmax Financial Advisors
North Carolina
$499
LWA
1884
Lowe Wealth Advisors
Maryland
$484
TWP
1885
Triad Wealth Partners
Kansas
$242 +$243 +4 New
BTCPP
1886
Border to Coast Pensions Partnership
United Kingdom
-$290M -4,639,548 Closed
Charles Schwab
1887
Charles Schwab
California
-$99.4M -1,591,076 Closed
WFM
1888
Wolff Financial Management
Michigan
-$23.2M -371,768 Closed
LNC
1889
Lincoln National Corp
Pennsylvania
-$19.2M -306,616 Closed
SPP
1890
Single Point Partners
Massachusetts
-$15.8M -252,164 Closed
ETC
1891
Exchange Traded Concepts
Oklahoma
-$13.3M -213,144 Closed
WWS
1892
Wellington Wealth Strategies
Indiana
-$12.6M -201,032 Closed
MHS
1893
M Holdings Securities
Oregon
-$10.2M -162,960 Closed
HFRG
1894
Houlihan Financial Resource Group
Virginia
-$9.07M -145,264 Closed
BFAG
1895
Blackston Financial Advisory Group
Florida
-$7.17M -114,828 Closed
CA
1896
CoreCap Advisors
Michigan
-$6.55M -104,872 Closed
Simplex Trading
1897
Simplex Trading
Illinois
-$6.25M -100,060 Closed
OFS
1898
OneAscent Financial Services
Alabama
-$5.24M -83,924 Closed
PWS
1899
Private Wealth Strategies
Ohio
-$16.2K -64,716 Closed
KFGK
1900
Keystone Financial Group (Kentucky)
Kentucky
-$3.97M -63,540 Closed

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.