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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
PFA
176
Pathway Financial Advisors
Vermont
$19M +$46.9K +772 +0.2%
BAM
177
Berkshire Asset Management
Pennsylvania
$18.8M +$212K +3,492 +1%
SI
178
Stephens Inc
Arkansas
$18.6M -$205K -3,372 -1%
HI
179
Horizon Investments
North Carolina
$18.6M +$890K +14,648 +5%
Thrivent Financial for Lutherans
180
Thrivent Financial for Lutherans
Minnesota
$18.2M -$24.2M -398,020 -57%
RFS
181
Retirement Financial Solutions
Tennessee
$17.6M +$2.04M +33,500 +13%
MWM
182
Marietta Wealth Management
Georgia
$17.5M +$665K +10,948 +4%
NRI
183
NFP Retirement Inc
California
$17.5M +$608K +10,008 +4%
ME
184
McIlrath & Eck
Washington
$17.4M -$30.3M -498,152 -63%
HIMC
185
Heritage Investors Management Corp
Maryland
$17.3M +$580K +9,540 +3%
WIC
186
Whitegate Investment Counselors
New Hampshire
$17.3M +$153K +2,524 +0.9%
PWLP
187
Prio Wealth Limited Partnership
Massachusetts
$17.2M -$480K -7,900 -3%
EWA
188
Exencial Wealth Advisors
Oklahoma
$17.2M -$642K -10,560 -4%
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$17M -$546K -8,992 -3%
Lido Advisors
190
Lido Advisors
California
$16.9M +$442K +7,268 +3%
FHA
191
First Horizon Advisors
Tennessee
$16.7M -$181K -2,976 -1%
GM
192
GeoWealth Management
Illinois
$16.6M +$317K +5,220 +2%
PWM
193
Praetorian Wealth Management
California
$16.6M -$272K -4,476 -2%
SIC
194
Salem Investment Counselors
North Carolina
$16.6M -$14.8K -244 -0.1%
BF
195
BOK Financial
Oklahoma
$16.6M +$204K +3,356 +1%
MAV
196
Mason & Associates (Virginia)
Virginia
$16.5M +$16.6M +272,760 New
PFPT
197
Pinnacle Financial Partners (Tennessee)
Tennessee
$16M -$594K -9,776 -4%
NIM
198
Northeast Investment Management
Massachusetts
$16M -$640K -10,536 -4%
CB
199
Cadence Bank
Mississippi
$15.9M +$630K +10,372 +4%
TA
200
Tectonic Advisors
Texas
$15.8M +$571K +9,396 +4%

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.