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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
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$99.1M +$4.44M +70,776 +4%
CAM
52
Cresset Asset Management
Illinois
$99M -$1.93M -30,724 -2%
BFG
53
Bleakley Financial Group
New Jersey
$97.3M +$738K +11,752 +0.8%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$97.2M +$152K +2,416 +0.2%
JIC
55
Joel Isaacson & Co
New York
$96M +$3M +47,768 +3%
IPW
56
Invictus Private Wealth
Colorado
$95.8M +$1.83M +29,124 +2%
1832 Asset Management
57
1832 Asset Management
Ontario, Canada
$94.5M -$1.79M -28,448 -2%
LFG
58
Larson Financial Group
Missouri
$94.3M -$5.2M -82,820 -5%
FSWA
59
Financial Synergies Wealth Advisors
Texas
$91M +$2.34M +37,204 +3%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$89.9M +$2.73M +43,504 +3%
MML Investors Services
61
MML Investors Services
Massachusetts
$89.1M -$1M -16,004 -1%
CPIG
62
Chicago Partners Investment Group
Illinois
$88M +$2.63M +41,904 +3%
CIAS
63
CBIZ Investment Advisory Services
Ohio
$86.8M +$1.68M +26,736 +2%
KAS
64
Kestra Advisory Services
Texas
$85.2M -$8.87M -141,316 -10%
AssetMark Inc
65
AssetMark Inc
California
$83.7M +$1.03M +16,388 +1%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82.2M -$5.78M -92,032 -7%
MIS
67
Morningstar Investment Services
Illinois
$82.2M -$2.54M -40,484 -3%
TNBTD
68
Trustmark National Bank Trust Department
Mississippi
$80M +$4.12M +65,620 +6%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$73.9M -$2.2M -34,960 -3%
EH
70
Equitable Holdings
New York
$71.3M +$4.85M +77,276 +8%
CTC
71
Central Trust Company
Missouri
$70.8M -$1.07M -16,976 -2%
NFG
72
Nadler Financial Group
Illinois
$69.6M +$628K +10,004 +1%
ST
73
Smithfield Trust
Pennsylvania
$69.5M -$2.45M -39,036 -4%
NPT
74
National Philanthropic Trust
Pennsylvania
$69.4M +$13.3M +211,052 +25%
OAM
75
Oppenheimer Asset Management
New York
$68M -$1.14M -18,164 -2%

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.