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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
BCM
501
Beaumont Capital Management
Massachusetts
$5.47M
MA
502
Mutual Advisors
Nebraska
$5.46M -$170K -2,708 -3%
ACM
503
Advisors Capital Management
New Jersey
$5.44M +$5.53K +88 +0.1%
RWM
504
Refined Wealth Management
Utah
$5.44M +$167K +2,664 +3%
AFAS
505
Acorn Financial Advisory Services
Virginia
$5.41M -$26.1K -416 -0.5%
ST
506
Spinnaker Trust
Maine
$5.4M -$5.02K -80 -0.1%
CWM
507
Centurion Wealth Management
Virginia
$5.4M +$5.14M +81,816 New
GSAM
508
Grant Street Asset Management
Pennsylvania
$5.34M +$174K +2,768 +4%
MWM
509
Merriman Wealth Management
Washington
$5.33M +$5.07M +80,756 New
MBI
510
May Barnhard Investments
Maryland
$5.31M +$409K +6,508 +9%
DWP
511
Destiny Wealth Partners
Florida
$5.3M +$75.3K +1,200 +2%
KCM
512
Kendall Capital Management
Maryland
$5.29M +$38.4K +612 +0.8%
CFG
513
Clayton Financial Group
Missouri
$5.28M +$784K +12,480 +18%
MFIMFI
514
Mesirow Financial Investment Management - Fixed Income
Illinois
$5.28M +$385K +6,132 +8%
CWM
515
Calamos Wealth Management
Illinois
$5.27M +$138K +2,200 +3%
PWM
516
Perigon Wealth Management
California
$5.22M -$2.14M -34,088 -30%
SIM
517
Stratos Investment Management
Ohio
$5.2M -$13.3K -212 -0.3%
RWIA
518
Roger Wittlin Investment Advisory
California
$5.19M -$13.3K -212 -0.3%
RIS
519
Retirement Income Solutions
Michigan
$5.16M -$144K -2,296 -3%
SC
520
Scotia Capital
Ontario, Canada
$5.14M +$515K +8,196 +12%
SIA
521
Strategic Investment Advisors
Michigan
$5.13M +$309K +4,920 +7%
AWA
522
Arkadios Wealth Advisors
Georgia
$5.07M +$2.61M +41,528 +118%
GHAM
523
Gilman Hill Asset Management
Connecticut
$5.06M +$5.02K +80 +0.1%
FWS
524
FinDec Wealth Services
California
$5.05M +$65.8K +1,048 +1%
HIM
525
Hanlon Investment Management
New Jersey
$5.04M -$64.3K -1,024 -1%

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.