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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
PCM
1701
Penn Capital Management
Pennsylvania
$214K -$116K -1,852 -36%
SIAG
1702
Safeguard Investment Advisory Group
California
$213K +$203K +3,236 New
MC
1703
Middleton & Co
Massachusetts
$213K -$6.28K -100 -3%
CYG
1704
Clean Yield Group
Vermont
$213K
MM
1705
Main Management
California
$213K
SWP
1706
ShoreHaven Wealth Partners
New Jersey
$213K +$203K +3,228 New
HA
1707
HFG Advisors
Ohio
$212K +$202K +3,212 New
SRA
1708
Secured Retirement Advisors
Minnesota
$211K +$201K +3,204 New
LFASL
1709
Lugano Financial Advisors SA (LFA)
Switzerland
$211K
BAM
1710
Bosun Asset Management
Illinois
$211K +$201K +3,200 New
CMBA
1711
C.M. Bidwell & Associates
Hawaii
$211K
Members Trust
1712
Members Trust
Florida
$209K -$20.8K -332 -9%
CWM
1713
Campbell Wealth Management
Virginia
$208K +$198K +3,152 New
QC
1714
Quent Capital
New York
$207K +$197K +3,136 New
CW
1715
CIC Wealth
Maryland
$207K +$197K +3,132 New
PCG
1716
Prosperity Consulting Group
Maryland
$206K +$196K +3,128 New
RCM
1717
Richardson Capital Management
Wisconsin
$206K -$2.26K -36 -1%
FTA
1718
Financial & Tax Architects
Missouri
$206K +$196K +3,120 New
BSA
1719
Braun Stacey Associates
New York
$206K +$196K +3,120 New
DFA
1720
DHJJ Financial Advisors
Illinois
$206K
CCMG
1721
Clark Capital Management Group
Pennsylvania
$206K +$196K +3,116 New
GTAM
1722
Global Trust Asset Management
Florida
$205K
CKAIS
1723
Christensen King & Associates Investment Services
Washington
$205K +$195K +3,112 New
KNFPWM
1724
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$204K +$194K +3,092 New
MCM
1725
Mattern Capital Management
Colorado
$203K +$193K +3,080 New

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.