We are live on ! Find out more
VO icon

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
AFG
526
Atomi Financial Group
New York
$5.04M +$2.41M +38,432 +101%
LC
527
Lindbrook Capital
California
$5.03M -$276K -4,400 -5%
BP
528
BBR Partners
New York
$5M -$1K -16 -0%
FLI
529
Family Legacy Inc
South Carolina
$4.92M -$73.6K -1,172 -2%
MA
530
Marquette Associates
Illinois
$4.9M +$753 +12 +0%
GG
531
Gleason Group
Kentucky
$4.86M +$272K +4,328 +6%
GJIA
532
Glass Jacobson Investment Advisors
Maryland
$4.85M -$464K -7,388 -9%
ABWM
533
Alpine Bank Wealth Management
Colorado
$4.84M +$4.61M +73,436 New
BWM
534
BKM Wealth Management
Wisconsin
$4.84M -$71.1K -1,132 -2%
SAM
535
S.A. Mason
Michigan
$4.84M +$25.9K +412 +0.6%
SIA
536
Spectrum Investment Advisors
Wisconsin
$4.8M +$93.7K +1,492 +2%
FPIS
537
Financial Planning & Information Services
Wisconsin
$4.8M +$217K +3,460 +5%
PFGIA
538
Patriot Financial Group Insurance Agency
Massachusetts
$4.75M +$85.1K +1,356 +2%
SMA
539
Sage Mountain Advisors
Georgia
$4.74M -$450K -7,160 -9%
SC
540
SouthState Corp
Florida
$4.72M -$3.77K -60 -0.1%
MF
541
Meridian Financial
Massachusetts
$4.72M -$251 -4 -0%
SMC
542
Smith, Moore & Co
Missouri
$4.7M -$56K -892 -1%
Jane Street
543
Jane Street
New York
$4.68M +$4.45M +70,940 New
IWM
544
IHT Wealth Management
Illinois
$4.67M +$1.14M +18,124 +34%
KFGK
545
Keystone Financial Group (Kentucky)
Kentucky
$4.65M +$4.42M +70,456 New
SCP
546
Shorepoint Capital Partners
Massachusetts
$4.64M -$25.6K -408 -0.6%
OGF
547
Orin Green Financial
California
$4.61M +$3.52K +56 +0.1%
FPCP
548
Fort Point Capital Partners
California
$4.58M +$206K +3,284 +5%
MSA
549
Marathon Strategic Advisors
Pennsylvania
$4.56M -$8.29K -132 -0.2%
TW
550
TrinityPoint Wealth
Connecticut
$4.56M +$29.4K +468 +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.