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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
Wells Fargo
1
Wells Fargo
California
$5.59B -$124M -2,042,936 -2%
Bank of America
2
Bank of America
North Carolina
$3.88B +$69.8M +1,148,656 +2%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$3.4B +$864M +14,220,080 +34%
Creative Planning
4
Creative Planning
Kansas
$2B +$6.2M +101,984 +0.3%
Morgan Stanley
5
Morgan Stanley
New York
$1.77B +$25.7M +423,688 +1%
UBS Group
6
UBS Group
Switzerland
$1.32B -$77.8M -1,279,604 -6%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$1.28B +$23.1M +379,800 +2%
RJA
8
Raymond James & Associates
Florida
$938M +$14.6M +240,852 +2%
Ameriprise
9
Ameriprise
Minnesota
$851M -$41.1M -676,448 -5%
LPL Financial
10
LPL Financial
California
$682M -$49.4M -812,836 -7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$681M +$7.3M +120,076 +1%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$576M -$17.1M -281,104 -3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$551M +$53.9M +887,068 +11%
JP Morgan Chase
14
JP Morgan Chase
New York
$518M -$46.9M -771,236 -8%
TIAA Trust, National Association
15
TIAA Trust, National Association
North Carolina
$455M -$17.4M -285,852 -4%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$426M +$70.5M +1,160,012 +20%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$388M +$3.63M +59,656 +0.9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$351M -$8.98M -147,744 -2%
AF
19
Allworth Financial
California
$307M +$15.6M +256,616 +5%
Mariner
20
Mariner
Kansas
$306M +$21.8M +358,604 +8%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$302M +$5.57M +91,624 +2%
JFG
22
JMG Financial Group
Illinois
$301M +$6.39M +105,196 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$297M +$14.3M +235,788 +5%
FCI
24
Financial Counselors Inc
Kansas
$197M +$8.78M +144,528 +5%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$176M +$8.02M +131,940 +5%

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.