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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
AC
1901
Avestar Capital
New York
-$3.9M -62,472 Closed
CBFP
1902
Cedar Brook Financial Partners
Ohio
-$3.3M -52,864 Closed
GAA
1903
Global Assets Advisory
Florida
-$45K -44,684 Closed
FTUS
1904
Flow Traders U.S.
New York
-$2.79M -44,636 Closed
NL
1905
NWAM LLC
Washington
-$2.59M -41,744 Closed
SPIO
1906
Seven Post Investment Office
California
-$2.6M -41,660 Closed
CFG
1907
CKW Financial Group
Hawaii
-$2.36M -38,040 Closed
ITB
1908
Idaho Trust Bank
Idaho
-$2.21M -35,444 Closed
Millennium Management
1909
Millennium Management
New York
-$2.13M -34,172 Closed
EW
1910
Evoke Wealth
California
-$2.11M -33,824 Closed
HIC
1911
Hartline Investment Corp
Illinois
-$2.09M -33,468 Closed
GAM
1912
Grandview Asset Management
Pennsylvania
-$1.87M -29,972 Closed
DFCM
1913
Dark Forest Capital Management
Puerto Rico
-$1.57M -25,184 Closed
PPP
1914
Private Portfolio Partners
New Jersey
-$1.53M -24,544 Closed
LWMNY
1915
Landmark Wealth Management (New York)
New York
-$1.32M -21,200 Closed
SCA
1916
Stillwater Capital Advisors
Pennsylvania
-$1.28M -20,436 Closed
LIM
1917
Letson Investment Management
Georgia
-$1.07M -17,180 Closed
CL
1918
Cabana LLC
Arkansas
-$977K -15,648 Closed
SIAS
1919
Summit Investment Advisory Services
Minnesota
-$738K -11,812 Closed
WP
1920
WealthPLAN Partners
Nebraska
-$528K -8,460 Closed
IAG
1921
Investmark Advisory Group
Connecticut
-$451K -7,228 Closed
ACM
1922
Ategra Capital Management
Virginia
-$417K -6,676 Closed
PS
1923
Portfolio Strategies
New York
-$410K -6,560 Closed
EGM
1924
Engineers Gate Manager
New York
-$369K -5,908 Closed
DFG
1925
Delta Financial Group
New Jersey
-$362K -5,796 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.