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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
FA
151
Fiducient Advisors
Illinois
$26.2M -$3.06M -48,664 -11%
AFS
152
Axiom Financial Strategies
Indiana
$25.9M -$16.8K -268 -0.1%
WIA
153
World Investment Advisors
California
$25.8M +$21.7M +345,316 +760%
PFA
154
Pure Financial Advisors
California
$25.4M -$284K -4,528 -1%
RJT
155
Raymond James Trust
Florida
$25.2M +$2.2M +35,040 +10%
DJSG
156
D.J. St. Germain
Massachusetts
$25.1M -$145K -2,312 -0.6%
SFS
157
Searcy Financial Services
Kansas
$25.1M +$321K +5,108 +1%
ANTB
158
AMG National Trust Bank
Colorado
$24.9M -$3.63M -57,876 -13%
EA
159
Enclave Advisors
Texas
$24.9M +$23.7M +377,808 New
PMG
160
ProVise Management Group
Florida
$24.9M +$972K +15,488 +4%
WB
161
WesBanco Bank
West Virginia
$24.9M +$1.86M +29,636 +9%
NAS
162
Nicolet Advisory Services
Wisconsin
$24.8M -$290K -4,624 -1%
AFA
163
American Financial Advisors
Georgia
$24.6M -$320K -5,092 -1%
CCM
164
Condor Capital Management
New Jersey
$24.4M +$50.7K +808 +0.2%
HWM
165
HB Wealth Management
Georgia
$24.2M -$651K -10,372 -3%
AWS
166
Atria Wealth Solutions
New York
$24.2M -$387K -6,168 -2%
OIA
167
OneDigital Investment Advisors
Kansas
$24.1M +$14.3M +228,280 +166%
MCM
168
MAI Capital Management
Ohio
$24M +$578K +9,212 +3%
SCM
169
SOL Capital Management
Maryland
$23.9M +$47.7K +760 +0.2%
FSC
170
Full Sail Capital
Oklahoma
$23.6M -$292K -4,644 -1%
WIC
171
Woodmont Investment Counsel
Tennessee
$23.5M +$35.4K +564 +0.2%
GT
172
Glenview Trust
Kentucky
$23.2M +$1.19M +18,908 +6%
WTC
173
WhitTier Trust Company
Nevada
$23.2M +$37.2K +592 +0.2%
Empower Advisory Group
174
Empower Advisory Group
Colorado
$23.2M -$216K -3,448 -1%
CTB
175
Country Trust Bank
Illinois
$23M -$79.1K -1,260 -0.4%

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.