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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
ACM
1476
AlphaStar Capital Management
North Carolina
$341K +$34.9K +556 +12%
FFG
1477
Fiduciary Financial Group
California
$341K -$4.52K -72 -1%
FCA
1478
Fortis Capital Advisors
Kansas
$340K -$19.8K -316 -6%
FAT
1479
First American Trust
California
$339K +$38.2K +608 +13%
MCM
1480
Morton Capital Management
California
$338K -$65K -1,036 -17%
CAG
1481
Csenge Advisory Group
Florida
$338K -$12.3K -196 -4%
FCT
1482
First Community Trust
Iowa
$338K +$81.1K +1,292 +34%
1SB
1483
1ST Source Bank
Indiana
$336K
KPP
1484
Kings Path Partners
Texas
$336K +$44.7K +712 +16%
Kayne Anderson Rudnick Investment Management
1485
Kayne Anderson Rudnick Investment Management
California
$336K +$232K +3,688 +263%
CCG
1486
Catalina Capital Group
California
$335K
SFA
1487
Seneca Financial Advisors
New York
$334K
D
1488
Dentgroup
Louisiana
$334K -$26.1K -416 -8%
MWP
1489
Madison Wealth Partners
Wisconsin
$334K +$54K +860 +20%
GF
1490
Gimbal Financial
Indiana
$333K +$314K +5,008 New
SSWM
1491
Smith Salley Wealth Management
North Carolina
$332K -$24.6K -392 -7%
WPP
1492
Whalerock Point Partners
Rhode Island
$331K
NW
1493
Naviter Wealth
Arkansas
$330K +$8.04K +128 +3%
LFA
1494
Legacy Financial Advisors
Kentucky
$330K
PA
1495
Probity Advisors
Texas
$329K +$313K +4,992 New
IAA
1496
Independence Asset Advisors
Pennsylvania
$329K +$2.26K +36 +0.7%
DJYG
1497
David J. Yvars Group
Florida
$328K
CCA
1498
Childress Capital Advisors
Texas
$328K
TSMHT
1499
Thurston Springer Miller Herd & Titak
Indiana
$327K +$7.03K +112 +2%
AA
1500
Argent Advisors
Louisiana
$326K +$1.26K +20 +0.4%

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.