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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
GAM
276
Gemmer Asset Management
California
$12.7M +$61.3K +976 +0.5%
SCA
277
Scott Capital Advisors
Oregon
$12.7M +$90.9K +1,448 +0.8%
AC
278
Apella Capital
Connecticut
$12.6M +$2.64M +42,100 +28%
JA
279
JVL Associates
Michigan
$12.6M -$44.2K -704 -0.4%
SWP
280
Stratos Wealth Partners
Ohio
$12.6M +$285K +4,536 +2%
CG
281
Caprock Group
Idaho
$12.3M +$136K +2,168 +1%
BIM
282
Bridges Investment Management
Nebraska
$12.3M +$18.3K +292 +0.2%
TWM
283
TriaGen Wealth Management
California
$12.3M +$530K +8,444 +5%
MCM
284
Manchester Capital Management
Vermont
$12.2M -$147K -2,336 -1%
FNC
285
First National Corp
Massachusetts
$12.1M -$328K -5,224 -3%
MWM
286
McNaughton Wealth Management
California
$12.1M +$286K +4,548 +3%
SC
287
Savant Capital
Illinois
$12M +$3.81M +60,696 +50%
RC
288
Roundview Capital
New Jersey
$12M +$3.26M +51,956 +40%
SCA
289
Sandy Cove Advisors
Massachusetts
$12M +$571K +9,092 +5%
LIA
290
LBMC Investment Advisors
Tennessee
$11.8M -$240K -3,824 -2%
SF
291
Synovus Financial
Georgia
$11.8M +$5.7M +90,712 +103%
CW
292
Cook Wealth
North Carolina
$11.7M +$810K +12,904 +8%
AMG
293
Asset Management Group
Connecticut
$11.7M +$900K +14,336 +9%
BDF
294
Black Diamond Financial
Maryland
$11.7M +$15.6K +248 +0.1%
AAS
295
Ameritas Advisory Services
Nebraska
$11.6M -$3.05M -48,584 -22%
CFO
296
Custos Family Office
Texas
$11.5M +$1.03M +16,348 +10%
EFP
297
EnRich Financial Partners
Wisconsin
$11.5M +$605K +9,632 +6%
Vanguard Group
298
Vanguard Group
Pennsylvania
$11.4M +$890K +14,168 +9%
IAA
299
Ironsides Asset Advisors
North Carolina
$11.4M +$70.8K +1,128 +0.7%
PS
300
Principal Securities
Iowa
$11.4M +$69.1K +1,100 +0.6%

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.