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Vanguard Mid-Cap ETF
VO

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: 198 → 207 (+9)

3% more funds holding

Funds holding: 1,883 → 1,931 (+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

Top Buyers

Rank Fund Capital Flow
1
BTCPP
Border to Coast Pensions Partnership
United Kingdom
+$294M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$236M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$136M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$111M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$74.8M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$231M
2
Wells Fargo
Wells Fargo
California
-$201M
3
SW
Simplicity Wealth
New Jersey
-$93.3M
4
SFC
Strategic Financial Concepts
Texas
-$58.1M
5
OHWA
Oak Hill Wealth Advisors
Virginia
-$41.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$199M +$6.7M +106,764 +4%
Goldman Sachs
27
Goldman Sachs
New York
$194M +$2.44M +38,836 +1%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$180M -$231M -3,671,564 -57%
CA
29
Clearstead Advisors
Ohio
$178M +$3.56M +56,672 +2%
Cerity Partners
30
Cerity Partners
New York
$178M +$37.3M +593,352 +28%
NHC
31
Nicholas Hoffman & Company
Georgia
$176M +$12.9M +206,132 +8%
HighTower Advisors
32
HighTower Advisors
Illinois
$170M -$2M -31,912 -1%
BPA
33
Beacon Pointe Advisors
California
$165M -$543K -8,648 -0.3%
Osaic Holdings
34
Osaic Holdings
Arizona
$158M -$10.2M -163,164 -6%
Pathstone Holdings
35
Pathstone Holdings
New Jersey
$158M +$859K +13,684 +0.6%
Stifel Financial
36
Stifel Financial
Missouri
$149M +$1.56M +24,892 +1%
WANY
37
Wealthspire Advisors (New York)
New York
$145M +$2.69M +42,896 +2%
MGIA
38
Moneta Group Investment Advisors
Missouri
$145M +$5.97M +95,068 +5%
Truist Financial
39
Truist Financial
North Carolina
$141M -$5.32M -84,792 -4%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$133M +$9.35M +148,952 +8%
FCAS
41
First Command Advisory Services
Texas
$132M +$4.14M +65,864 +3%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$131M -$9.29M -147,904 -7%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$129M +$4.38M +69,804 +4%
MPWT
44
MassMutual Private Wealth & Trust
Connecticut
$128M +$3.36M +53,588 +3%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$123M -$2.79M -44,480 -2%
Corient Private Wealth
46
Corient Private Wealth
Florida
$111M +$32.2M +513,084 +44%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$108M +$3.47M +55,196 +3%
CFB
48
Cullen/Frost Bankers
Texas
$105M -$4.25M -67,704 -4%
CCA
49
Catalyst Capital Advisors
New York
$101M -$5.29M -84,308 -5%
MRC
50
Millburn Ridgefield Corp
New York
$101M -$5.29M -84,308 -5%
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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.