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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
PAG
1526
Powers Advisory Group
Illinois
$310K +$55.3K +880 +23%
BSTWA
1527
Blake Schutter Theil Wealth Advisors
Ohio
$309K +$295K +4,692 New
EW
1528
Enzi Wealth
Texas
$309K +$5.27K +84 +2%
CHJWM
1529
Carlton Hofferkamp & Jenks Wealth Management
Texas
$308K
CAI
1530
Capital Advisors Inc
Oklahoma
$307K +$753 +12 +0.3%
KW
1531
KWB Wealth
California
$306K -$14.3K -228 -4%
CCM
1532
Cambridge Capital Management
Illinois
$304K -$9.54K -152 -3%
CSIC
1533
Clifford Swan Investment Counsel
California
$304K +$1.51K +24 +0.5%
WMA
1534
West Michigan Advisors
Michigan
$304K +$5.02K +80 +2%
CIA
1535
Cladis Investment Advisory
Montana
$303K -$2.01K -32 -0.7%
BAM
1536
Byrne Asset Management
New Jersey
$303K +$1K +16 +0.3%
CC
1537
Cadinha & Co
Hawaii
$303K
CFG
1538
Cooper Financial Group
California
$302K -$13.3K -212 -4%
EWA
1539
EverSource Wealth Advisors
Alabama
$300K +$113K +1,800 +65%
WFA
1540
WMG Financial Advisors
Tennessee
$300K -$5.02K -80 -2%
CTA
1541
Camelot Technology Advisors
California
$299K -$37.9K -604 -12%
M
1542
MYeCFO
California
$298K -$45.2K -720 -14%
FMTCOCP
1543
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$297K
LA
1544
LPF Advisors
Florida
$297K
VC
1545
Vicus Capital
Pennsylvania
$297K +$31.4K +500 +13%
Verition Fund Management
1546
Verition Fund Management
Connecticut
$297K +$282K +4,496 New
GWM
1547
Gibbs Wealth Management
Georgia
$296K +$282K +4,492 New
GSEP
1548
Golden State Equity Partners
California
$296K +$21.6K +344 +8%
GKWIM
1549
Gerber Kawasaki Wealth & Investment Management
California
$295K +$6.53K +104 +2%
BC
1550
Burney Company
Virginia
$294K

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.