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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
CAM
451
CPA Asset Management
Florida
$6.69M +$1.38M +21,936 +28%
NWM
452
Northcape Wealth Management
New York
$6.69M +$10.3K +164 +0.2%
FF
453
Farrell Financial
New York
$6.65M -$4.27K -68 -0.1%
GBT
454
Grove Bank & Trust
Florida
$6.64M -$542K -8,632 -8%
AF
455
Amara Financial
California
$6.64M +$6.32M +100,608 New
SRC
456
Shufro Rose & Co
New York
$6.62M
WT
457
Washington Trust
Rhode Island
$6.57M -$11.6K -184 -0.2%
FPCG
458
Forum Private Client Group
Indiana
$6.56M +$261K +4,164 +4%
PCM
459
Parsons Capital Management
Rhode Island
$6.54M +$303K +4,832 +5%
MOS
460
MGO One Seven
Ohio
$6.54M -$549K -8,744 -8%
SC
461
Steph & Co
Wisconsin
$6.51M -$202K -3,216 -3%
FWM
462
Fonville Wealth Management
Virginia
$6.51M +$196K +3,124 +3%
WCFA
463
Walkner Condon Financial Advisors
Wisconsin
$6.47M +$230K +3,664 +4%
HFW
464
Horizon Family Wealth
Illinois
$6.42M +$151K +2,400 +3%
CFP
465
Cascade Financial Partners
California
$6.42M -$87.4K -1,392 -1%
CWS
466
Cypress Wealth Services
California
$6.4M -$136K -2,160 -2%
EFS
467
Essex Financial Services
Connecticut
$6.38M -$253K -4,024 -4%
BAWM
468
Bennett Associates Wealth Management
Pennsylvania
$6.33M +$250K +3,988 +4%
FMC
469
First Merchants Corp
Indiana
$6.33M +$22.6K +360 +0.4%
JIC
470
Johnson Investment Counsel
Ohio
$6.3M +$37.2K +592 +0.6%
ASN
471
Advisory Services Network
Georgia
$6.29M
CANC
472
Culbertson A N & Co
Virginia
$6.28M +$178K +2,840 +3%
AFP
473
Ausdal Financial Partners
Iowa
$6.28M -$451K -7,184 -7%
TC
474
TownSquare Capital
Utah
$6.22M +$1.92M +30,648 +48%
LIG
475
Lokken Investment Group
Delaware
$6.2M +$224K +3,564 +4%

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.