We are live on ! Find out more
VO icon

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
REMPR
251
Roof Eidam Maycock Peralta (REMP)
California
$14M -$78.1K -1,244 -0.6%
FOFP
252
Fee-Only Financial Planning
South Carolina
$13.9M +$3.27K +52 +0%
KWAG
253
Kiely Wealth Advisory Group
North Carolina
$13.8M -$527K -8,392 -4%
LFA
254
Legend Financial Advisors
Pennsylvania
$13.7M +$212K +3,376 +2%
GA
255
Geller Advisors
New York
$13.7M +$231K +3,684 +2%
CWAF
256
Core Wealth Advisors (Florida)
Florida
$13.7M +$155K +2,464 +1%
AllianceBernstein
257
AllianceBernstein
Tennessee
$13.6M +$264K +4,200 +2%
IHWM
258
Iron Horse Wealth Management
Iowa
$13.6M +$580K +9,236 +5%
WPC
259
Wedmont Private Capital
Pennsylvania
$13.6M +$2.87M +45,716 +28%
CWA
260
Consilio Wealth Advisors
Washington
$13.5M -$109K -1,732 -0.8%
UFA
261
US Financial Advisors
Massachusetts
$13.5M +$300K +4,776 +2%
MFG
262
Merit Financial Group
Georgia
$13.4M +$881K +14,036 +7%
RA
263
Ruggaard & Associates
Ohio
$13.3M +$5.78K +92 +0%
ML
264
McAdam LLC
Pennsylvania
$13.3M +$12.3M +195,480 +2,996%
OHWP
265
Oak Harbor Wealth Partners
North Carolina
$13.2M +$783K +12,472 +7%
GL
266
Graypoint LLC
New York
$13.2M -$1.76K -28 -0%
CIC
267
Carnegie Investment Counsel
Ohio
$13.2M -$201K -3,204 -2%
JGIA
268
Jackson Grant Investment Advisers
Connecticut
$13.2M +$107K +1,708 +0.9%
DAS
269
Dynamic Advisor Solutions
Arizona
$13.1M -$284K -4,524 -2%
DC
270
Dorval Corp
Minnesota
$13.1M +$120K +1,904 +0.9%
BAMG
271
Brand Asset Management Group
Missouri
$12.9M -$291K -4,628 -2%
WF
272
Whelan Financial
California
$12.8M +$33.4K +532 +0.3%
HC
273
Hillman Company
Pennsylvania
$12.7M
CP
274
Capital Planning
Washington
$12.7M +$67.8K +1,080 +0.6%
TPCW
275
TD Private Client Wealth
New York
$12.7M -$432K -6,876 -3%

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.