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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
HP
1501
HT Partners
Connecticut
$326K -$17.8K -284 -5%
MA
1502
MKT Advisors
California
$324K -$1.26K -20 -0.4%
YIA
1503
YHB Investment Advisors
Connecticut
$323K
CFAM
1504
Center For Asset Management
Florida
$323K +$62.3K +992 +25%
FG
1505
Fairman Group
Pennsylvania
$322K +$2.26K +36 +0.7%
PWM
1506
Penobscot Wealth Management
Maine
$322K +$14.8K +236 +5%
UW
1507
Unique Wealth
Florida
$322K
FFBTD
1508
First Financial Bank - Trust Division
Ohio
$322K -$4.02K -64 -1%
OPPS
1509
Obsidian Personal Planning Solutions
Maryland
$318K +$753 +12 +0.2%
Tudor Investment Corp
1510
Tudor Investment Corp
Connecticut
$318K -$983K -15,660 -76%
NAM
1511
NorthCrest Asset Manangement
Minnesota
$317K
SFS
1512
Sharp Financial Services
Pennsylvania
$317K -$119K -1,892 -28%
GFA
1513
Grunden Financial Advisory
Texas
$317K
PP
1514
Prosperity Planning
Missouri
$317K +$15.6K +248 +5%
CG
1515
CFO4Life Group
Texas
$316K +$301K +4,796 New
GWS
1516
Glassman Wealth Services
Virginia
$316K +$1K +16 +0.3%
SFC
1517
SYM Financial Corp
Indiana
$315K -$4.52K -72 -1%
FW
1518
Fairway Wealth
Ohio
$315K +$52.2K +832 +21%
SW
1519
SkyOak Wealth
Michigan
$314K
GT
1520
Greenleaf Trust
Michigan
$313K +$81.4K +1,296 +38%
SPWM
1521
Schrum Private Wealth Management
Florida
$312K +$297K +4,728 New
MPPLM
1522
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$312K
WIM
1523
Westside Investment Management
California
$311K
AWAG
1524
ARS Wealth Advisors Group
Florida
$311K +$5.02K +80 +2%
TAM
1525
Townsend Asset Management
North Carolina
$310K +$2.01K +32 +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.