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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
SHWM
351
Smith & Howard Wealth Management
Georgia
$9.32M +$133K +2,116 +2%
BWP
352
Bernardo Wealth Planning
Pennsylvania
$9.31M +$2.82M +44,972 +48%
B
353
Bailard
California
$9.28M
HFRG
354
Houlihan Financial Resource Group
Virginia
$9.26M +$8.82M +140,400 New
BFS
355
Beacon Financial Strategies
North Carolina
$9.22M -$99.7K -1,588 -1%
JWCA
356
J.W. Cole Advisors
Florida
$9.18M -$72.6K -1,156 -0.8%
PFS
357
Prospera Financial Services
Texas
$9.15M -$160K -2,556 -2%
TCM
358
TD Capital Management
Tennessee
$9.13M -$11.6K -184 -0.1%
FNBSF
359
First National Bank Sioux Falls
South Dakota
$9.08M +$1.32M +20,976 +18%
TYCC
360
Texas Yale Capital Corp
Florida
$9M +$74.1K +1,180 +0.9%
CAM
361
Cozad Asset Management
Illinois
$8.99M +$389K +6,188 +5%
TCBWMS
362
Texas Capital Bank Wealth Management Services
Texas
$8.94M +$1.23M +19,540 +17%
SFG
363
Sage Financial Group
Pennsylvania
$8.93M +$23.1K +368 +0.3%
DWP
364
Daymark Wealth Partners
Ohio
$8.93M +$197K +3,132 +2%
KPWS
365
Kestra Private Wealth Services
Texas
$8.92M +$1.39M +22,212 +20%
MNA
366
Manning & Napier Advisors
New York
$8.9M +$139K +2,220 +2%
AIP
367
Almanack Investment Partners
Pennsylvania
$8.87M +$404K +6,440 +5%
WAG
368
Wheelhouse Advisory Group
Missouri
$8.84M +$407K +6,480 +5%
FMI
369
F/M Investments
District of Columbia
$8.83M +$242K +3,860 +3%
PCIA
370
Prime Capital Investment Advisors
Kansas
$8.79M -$383K -6,100 -4%
VA
371
Valmark Advisers
Ohio
$8.75M +$63.3K +1,008 +0.8%
FNFDCM
372
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.73M -$90.9K -1,448 -1%
ZIG
373
Zuckerman Investment Group
Illinois
$8.72M +$187K +2,976 +2%
PF
374
Prosperitas Financial
California
$8.62M +$436K +6,944 +6%
FB
375
First Bancorp
Maine
$8.6M -$60.8K -968 -0.7%

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.