We are live on ! Find out more
VO icon

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
PFA
1676
Plotkin Financial Advisors
Maryland
$226K +$215K +3,428 New
VBCG
1677
Valley Brook Capital Group
Pennsylvania
$226K -$1.26K -20 -0.6%
OC
1678
Oarsman Capital
Wisconsin
$226K +$1.76K +28 +0.8%
AA
1679
Auxano Advisors
Washington
$225K +$214K +3,412 New
ECG
1680
EPIQ Capital Group
California
$225K +$1.76K +28 +0.8%
SL
1681
Sentry LLC
Tennessee
$224K – – –
MPM
1682
Meritage Portfolio Management
Kansas
$224K +$753 +12 +0.4%
RFA
1683
ROI Financial Advisors
Oregon
$224K +$251 +4 +0.1%
EFP
1684
Envision Financial Planning
Tennessee
$223K +$1.51K +24 +0.7%
AWP
1685
Accretive Wealth Partners
New Jersey
$221K -$154K -2,448 -42%
NC
1686
Napatree Capital
Rhode Island
$220K – – –
EA
1687
Everpar Advisors
Oklahoma
$220K -$13.6K -216 -6%
PCMC
1688
Planning Capital Management Corporation
Pennsylvania
$219K +$1.51K +24 +0.7%
SAM
1689
Strategy Asset Managers
California
$219K +$208K +3,316 New
DWG
1690
Darden Wealth Group
Michigan
$218K – – –
TIAAOA
1691
Teachers Insurance & Annuity Association of America
New York
$218K +$208K +3,308 New
HFAS
1692
Hummer Financial Advisory Services
Illinois
$218K – – –
CNFG
1693
Creegan & Nassoura Financial Group
New Hampshire
$218K +$207K +3,300 New
ODIJL
1694
One Day In July LLC
Vermont
$218K +$207K +3,300 New
MIM
1695
MTM Investment Management
South Carolina
$218K +$60.3K +960 +41%
APG
1696
Abacus Planning Group
South Carolina
$217K +$207K +3,296 New
EL
1697
Essex LLC
Illinois
$217K +$206K +3,284 New
OWA
1698
Opal Wealth Advisors
New York
$215K -$502 -8 -0.2%
TNA
1699
True North Advisors
Texas
$215K +$204K +3,256 New
MFG
1700
Midwest Financial Group
Kansas
$214K +$204K +3,248 New
66 67
68
69 70

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.