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Vanguard Mid-Cap ETF
VO

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: 198 → 207 (+9)

3% more funds holding

Funds holding: 1,883 → 1,931 (+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

Top Buyers

Rank Fund Capital Flow
1
BTCPP
Border to Coast Pensions Partnership
United Kingdom
+$294M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$236M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$136M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$111M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$74.8M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$231M
2
Wells Fargo
Wells Fargo
California
-$201M
3
SW
Simplicity Wealth
New Jersey
-$93.3M
4
SFC
Strategic Financial Concepts
Texas
-$58.1M
5
OHWA
Oak Hill Wealth Advisors
Virginia
-$41.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1601
Tolleson Wealth Management
Texas
$265K – – –
SAM
1602
Summit Asset Management
Tennessee
$264K – – –
FNA
1603
First National Advisers
Nebraska
$264K +$4.27K +68 +2%
SC
1604
Searle & Co
Connecticut
$264K – – –
LWCFA
1605
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$264K – – –
ASFA
1606
All Season Financial Advisors
Colorado
$263K +$8.04K +128 +3%
CWM
1607
Cedar Wealth Management
California
$263K +$12.6K +200 +5%
MAA
1608
Matrix Asset Advisors
New York
$261K +$25.4K +404 +11%
IFPG
1609
Intrepid Financial Planning Group
Indiana
$260K -$80.6K -1,284 -25%
SFP
1610
Strategic Financial Planning
Texas
$257K – – –
FTIS
1611
First Trust Investment Solutions
Florida
$257K – – –
RIP
1612
RAM Investment Partners
Washington
$257K -$204K -3,248 -45%
JCM
1613
Janney Capital Management
Pennsylvania
$255K – – –
GWA
1614
Gibson Wealth Advisors
Texas
$255K -$88.2K -1,404 -27%
NPF
1615
Norris Perne & French
Michigan
$254K – – –
UB
1616
Umpqua Bank
Oregon
$254K – – –
IF
1617
Integrity Financial
Wyoming
$253K +$17.6K +280 +8%
TAM
1618
Tocqueville Asset Management
New York
$253K +$251 +4 +0.1%
B
1619
Bensler
Washington
$253K -$18.6K -296 -7%
GWA
1620
Geometric Wealth Advisors
District of Columbia
$252K – – –
BCMLT
1621
Beacon Capital Management LLC (Tennessee)
Tennessee
$252K +$55K +876 +30%
TBNY
1622
Trustco Bank (New York)
New York
$252K – – –
RWA
1623
Roberts Wealth Advisors
California
$251K – – –
BCA
1624
Ballentine Capital Advisors
South Carolina
$251K -$27.1K -432 -10%
HNWA
1625
Henrickson Nauta Wealth Advisors
Michigan
$251K -$3.27K -52 -1%
63 64
65
66 67

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.