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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
MFA
1751
Morling Financial Advisors
California
$172K
RLIM
1752
Red Lighthouse Investment Management
New York
$165K
CPG
1753
Cornerstone Planning Group
New Jersey
$164K +$502 +8 +0.3%
CWM
1754
Compass Wealth Management
Connecticut
$162K
NMG
1755
New Millennium Group
Utah
$155K -$6.03K -96 -4%
BCM
1756
Birch Capital Management
Texas
$150K
GI
1757
GAMMA Investing
California
$150K +$36.4K +580 +34%
PP
1758
PrairieView Partners
Minnesota
$149K
BIM
1759
Breakwater Investment Management
Washington
$149K +$33.4K +532 +31%
TF
1760
Tompkins Financial
New York
$143K
SIS
1761
Strategic Investment Solutions
Illinois
$143K +$127K +2,028 +1,491%
SC
1762
Solstein Capital
California
$142K
CPA
1763
Cardiff Park Advisors
California
$141K +$1K +16 +0.8%
BL
1764
BFSG LLC
California
$140K -$1.51K -24 -1%
TAM
1765
Tucker Asset Management
Colorado
$136K +$23.6K +376 +22%
MWP
1766
MYCIO Wealth Partners
Pennsylvania
$134K
CAS
1767
Coppell Advisory Solutions
Texas
$132K -$78.6K -1,252 -38%
MLA
1768
MB, Levis & Associates
Pennsylvania
$131K +$753 +12 +0.6%
IFS
1769
Intelligent Financial Strategies
Minnesota
$129K +$753 +12 +0.6%
LB
1770
Legacy Bridge
Iowa
$128K
Allspring Global Investments
1771
Allspring Global Investments
North Carolina
$128K
RIA
1772
Realta Investment Advisors
Delaware
$120K -$663K -10,564 -85%
RFS
1773
Richardson Financial Services
Massachusetts
$120K
NG
1774
NWK Group
California
$118K +$113K +1,792 New
ZB
1775
Zions Bancorporation
Utah
$118K

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.