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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
FWM
326
ForthRight Wealth Management
Georgia
$10.4M +$571K +9,088 +6%
JFG
327
JDM Financial Group
Texas
$10.3M +$940K +14,968 +11%
CNBT
328
Canandaigua National Bank & Trust
New York
$10.2M -$98.5K -1,568 -1%
DK
329
David Kennon
Florida
$10.2M +$92.4K +1,472 +1%
Betterment LLC
330
Betterment LLC
New York
$10.1M +$3.92M +62,492 +69%
BPAMU
331
BTG Pactual Asset Management US
New York
$10.1M +$9.62M +153,144 New
SL
332
SFM LLC
New Hampshire
$10.1M -$72.6K -1,156 -0.8%
CFS
333
CRA Financial Services
New Jersey
$10.1M +$843K +13,424 +10%
PA
334
Pinnacle Associates
New York
$9.96M -$82.1K -1,308 -0.8%
PRWA
335
Platte River Wealth Advisors
Colorado
$9.73M -$690K -10,984 -7%
AAM
336
Ameraudi Asset Management
New York
$9.69M -$609K -9,704 -6%
DWM
337
Drive Wealth Management
Utah
$9.64M +$294K +4,688 +3%
FF
338
Financial Futures
New Jersey
$9.6M -$64.5K -1,028 -0.7%
TFP
339
Traction Financial Partners
Wyoming
$9.59M -$1.83M -29,140 -17%
PAG
340
Private Advisory Group
Washington
$9.57M +$194K +3,088 +2%
TW
341
Towerpoint Wealth
California
$9.56M +$463K +7,376 +5%
4FG
342
4Thought Financial Group
New York
$9.51M +$12.3K +196 +0.1%
GWM
343
Gray Wealth Management
Maine
$9.49M +$236K +3,764 +3%
AP
344
Americana Partners
Texas
$9.44M +$8.27M +131,756 +1,153%
MECA
345
Miller Equity Capital Advisors
Texas
$9.41M -$159K -2,540 -2%
GRP
346
Global Retirement Partners
California
$9.4M -$426K -6,784 -5%
AWM
347
Avior Wealth Management
Nebraska
$9.38M +$357K +5,684 +4%
CRC
348
Curi RMB Capital
Illinois
$9.35M -$202K -3,216 -2%
HWM
349
Horizons Wealth Management
North Carolina
$9.35M -$196K -3,116 -2%
WA
350
Waverly Advisors
Alabama
$9.33M +$278K +4,424 +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.