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
FW
126
Fidato Wealth
Ohio
$31.8M +$312K +4,964 +1%
PLU
127
Performa Ltd (US)
South Carolina
$31.6M +$4.04M +64,360 +15%
BP
128
BCK Partners
New York
$31.6M +$283K +4,508 +0.9%
GT
129
Glenmede Trust
Pennsylvania
$31.6M +$228K +3,624 +0.8%
BBA
130
BLB&B Advisors
Pennsylvania
$31.6M -$286K -4,548 -0.9%
SI
131
Stephens Inc
Arkansas
$31.5M +$10.7M +169,672 +55%
LL
132
LWMG LLC
Minnesota
$31M +$1.67M +26,616 +6%
CSIA
133
Conrad Siegel Investment Advisors
Pennsylvania
$30.8M -$39.7K -632 -0.1%
AF
134
Arrow Financial
New York
$30.6M -$1.19M -18,984 -4%
SAM
135
SP Asset Management
California
$29.6M +$124K +1,968 +0.4%
BF
136
Blankinship & Foster
California
$29.6M +$196K +3,120 +0.7%
P
137
&Partners
Tennessee
$29.5M +$8.29M +132,080 +42%
DIP
138
DT Investment Partners
Pennsylvania
$29.5M +$1.24M +19,728 +5%
First Manhattan
139
First Manhattan
New York
$28.7M -$908K -14,464 -3%
AAP
140
Arax Advisory Partners
Colorado
$28.6M -$111K -1,760 -0.4%
AAS
141
Avantax Advisory Services
Texas
$28.4M +$2.1M +33,384 +8%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$28.1M +$7.85M +124,968 +41%
PFM
143
Phillips Financial Management
Indiana
$28M -$907K -14,448 -3%
ATPW
144
Ashton Thomas Private Wealth
Arizona
$27.8M +$422K +6,728 +2%
Northern Trust
145
Northern Trust
Illinois
$27.6M +$1.45M +23,144 +6%
BFG
146
Bouchey Financial Group
New York
$27.2M +$1.33M +21,144 +5%
WT
147
Whittier Trust
California
$26.9M -$108K -1,724 -0.4%
IWC
148
Integrated Wealth Concepts
Massachusetts
$26.9M +$3.34M +53,152 +15%
William Blair & Company
149
William Blair & Company
Illinois
$26.9M +$1.5M +23,820 +6%
CWM
150
Cranbrook Wealth Management
Michigan
$26.7M -$338K -5,376 -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.