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Vanguard Mid-Cap ETF

1,931 hedge funds and large institutions have $44.7B invested in Vanguard Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 859 increasing their positions, 625 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 56

37% more repeat investments, than reductions

Existing positions increased: 859 | Existing positions reduced: 625

11% more capital invested

Capital invested by funds: $40.4B → $44.7B (+$4.38B)

5% more funds holding in top 10

Funds holding in top 10: 198207 (+9)

3% more funds holding

Funds holding: 1,8831,931 (+48)

2.5% more ownership

Funds ownership: 254.16%256.66% (+2.5%)

39% less call options, than puts

Call options by funds: $14.8M | Put options by funds: $24.1M

Holders
1,931
Holders Change
+48
Holders Change %
+2.55%
% of All Funds
27.72%
Holding in Top 10
207
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.55%
% of All Funds
2.97%
New
132
Increased
859
Reduced
625
Closed
56
Calls
$14.8M
Puts
$24.1M
Net Calls
-$9.3M
Net Calls Change
-$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
AJ Advisors
Tennessee
$16.2M +$301K +4,800 +2%
TFO
227
Tarbox Family Office
California
$16.1M +$48K +764 +0.3%
MA
228
Montag & Associates
Georgia
$16M -$36.4K -580 -0.2%
MFGP
229
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16M +$593K +9,444 +4%
ASI
230
Advisory Services & Investments
Oregon
$16M -$186K -2,968 -1%
RCA
231
Riverview Capital Advisers
Massachusetts
$15.9M -$38.2K -608 -0.3%
NFG
232
Nations Financial Group
Iowa
$15.8M +$261K +4,156 +2%
TFP
233
TrueWealth Financial Partners
Washington
$15.6M -$539K -8,588 -4%
CL
234
Choreo LLC
Illinois
$15.3M +$2.61M +41,612 +22%
ZF
235
Zhang Financial
Michigan
$15.3M +$291K +4,636 +2%
NAMP
236
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$15.3M -$100K -1,600 -0.7%
HNB
237
Huntington National Bank
Ohio
$15.2M
SF
238
Summit Financial
New Jersey
$15.2M +$2.72M +43,244 +23%
IB
239
Intrust Bank
Kansas
$15.1M -$180K -2,860 -1%
FFG
240
Frisch Financial Group
New York
$15.1M -$66.6K -1,060 -0.5%
AWE
241
Avidian Wealth Enterprises
Texas
$15M -$608K -9,688 -4%
FCP
242
Fidelis Capital Partners
Florida
$14.9M +$197K +3,140 +1%
JBA
243
Johnson Bixby & Associates
Washington
$14.9M -$437K -6,956 -3%
SC
244
Sierra Capital
Florida
$14.8M -$272K -4,328 -2%
OC
245
Oppenheimer & Co
New York
$14.8M -$1.72M -27,328 -11%
DADC
246
D.A. Davidson & Co
Montana
$14.7M -$750K -11,940 -5%
IFPL
247
Investments & Financial Planning LLC
Kentucky
$14.7M +$295K +4,700 +2%
PA
248
Parallel Advisors
California
$14.7M +$126K +2,004 +0.9%
MM
249
Meridian Management
Arkansas
$14.1M -$518K -8,244 -4%
BEI
250
Benjamin Edwards Inc
Missouri
$14M +$13.4M +212,796 New

VO Hedge Fund Activity: Q3 2024 in Review

1,931 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2024, worth a combined $44.7B — up 11% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new VO positions and 56 closed out — a net gain of 76 holders — while 859 added to existing stakes and 625 trimmed.

The largest buyer was Border to Coast Pensions Partnership, opening a new position worth an estimated $294M. The largest seller was Bank of New York Mellon, cutting an estimated $231M.

  • 1,931 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2024, up from 1,883 in Q2 2024.
  • Funds reported $44.7B of Vanguard Mid-Cap ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 132 funds opened new Vanguard Mid-Cap ETF positions in Q3 2024 and 56 closed out, a net change of +76 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2024 was Border to Coast Pensions Partnership, an estimated $294M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2024 was Bank of New York Mellon, an estimated $231M sold.

Based on aggregated 13F filings for Q3 2024.