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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
BWFA
201
Baltimore-Washington Financial Advisors
Maryland
$15.7M +$873K +14,364 +6%
ATC
202
Advantage Trust Company
Kansas
$15.6M +$765K +12,592 +5%
VBWMG
203
Von Berge Wealth Management Group
California
$15.6M -$134K -2,200 -0.8%
SRC
204
Sage Rhino Capital
California
$15.6M +$125K +2,064 +0.8%
SWA
205
Stratos Wealth Advisors
Ohio
$15.5M +$8.38M +137,940 +116%
BP
206
Ballentine Partners
Massachusetts
$15.5M
Focus Partners Wealth
207
Focus Partners Wealth
Massachusetts
$15.4M +$10.4M +171,104 +204%
OC
208
Oppenheimer & Co
New York
$15.2M +$774K +12,736 +5%
TCM
209
Twele Capital Management
Minnesota
$15.2M -$36.2K -596 -0.2%
GWM
210
GDS Wealth Management
Texas
$15.1M +$98.2K +1,616 +0.7%
PIMG
211
Patriot Investment Management Group
Tennessee
$15.1M -$10.9K -180 -0.1%
PIN
212
Prudent Investors Network
California
$14.9M +$414K +6,816 +3%
TFP
213
TrueWealth Financial Partners
Washington
$14.8M +$957K +15,748 +7%
ASI
214
Advisory Services & Investments
Oregon
$14.8M +$258K +4,244 +2%
SCA
215
STALEY CAPITAL ADVISERS
Pennsylvania
$14.8M +$310K +5,096 +2%
MA
216
Montag & Associates
Georgia
$14.8M -$142K -2,332 -0.9%
CA
217
Crane Advisory
California
$14.8M +$649K +10,672 +5%
TFO
218
Tarbox Family Office
California
$14.7M -$218K -3,592 -1%
RCA
219
Riverview Capital Advisers
Massachusetts
$14.6M +$557K +9,168 +4%
AFS
220
Annapolis Financial Services
Maryland
$14.6M +$1M +16,468 +7%
AC
221
Abbrea Capital
California
$14.5M -$175K -2,876 -1%
AA
222
AJ Advisors
Tennessee
$14.5M -$1.5M -24,624 -9%
VC
223
Veracity Capital
Georgia
$14.4M -$582K -9,572 -4%
AWE
224
Avidian Wealth Enterprises
Texas
$14.3M +$1.44M +23,700 +11%
NFG
225
Nations Financial Group
Iowa
$14.3M +$25.8K +424 +0.2%

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.