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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
IF
1651
Intrua Financial
Texas
$233K -$29.1K -464 -12%
MCC
1652
Money Concepts Capital
Florida
$232K -$30.9K -492 -12%
OPCM
1653
Osborne Partners Capital Management
California
$232K -$18.8K -300 -8%
WIP
1654
WealthCare Investment Partners
Rhode Island
$232K -$18.8K -300 -8%
Luther King Capital Management (LKCM)
1655
Luther King Capital Management (LKCM)
Texas
$232K
EFG
1656
Ethos Financial Group
Pennsylvania
$231K +$220K +3,496 New
DP
1657
Divergent Planning
Maryland
$231K
RMDI
1658
R.M. Davis Inc
Maine
$231K +$220K +3,496 New
RWB
1659
RMR Wealth Builders
New Jersey
$230K +$5.78K +92 +3%
GA
1660
Greenspring Advisors
Maryland
$230K
RWA
1661
Rooted Wealth Advisors
Illinois
$230K -$2.4M -38,188 -92%
TC
1662
Trust Company
Kansas
$229K +$5.53K +88 +3%
TWM
1663
Tradition Wealth Management
Minnesota
$229K -$22.9K -364 -9%
BCM
1664
Basso Capital Management
Connecticut
$229K -$316K -5,032 -59%
MBTD
1665
Mechanics Bank - Trust Department
California
$229K
CMP
1666
Courage Miller Partners
Virginia
$228K
DFA
1667
Davies Financial Advisors
California
$228K -$685K -10,904 -76%
SS
1668
Sound Stewardship
Kansas
$228K +$251 +4 +0.1%
PAMG
1669
Patton Albertson Miller Group
Tennessee
$228K
IAMOG
1670
Investors Asset Management of Georgia
Georgia
$228K +$217K +3,456 New
TBC
1671
Ted Buchan & Co
California
$228K
RCM
1672
Radnor Capital Management
Pennsylvania
$227K +$216K +3,440 New
EB
1673
Eastern Bank
Massachusetts
$227K +$216K +3,436 New
GF
1674
Gries Financial
Ohio
$226K -$3.77K -60 -2%
LSA
1675
Lansing Street Advisors
Pennsylvania
$226K -$1.51K -24 -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.