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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
CTWM
1776
Cherry Tree Wealth Management
Minnesota
$116K
FRA
1777
Front Row Advisors
California
$115K +$3.52K +56 +3%
BIA
1778
Bell Investment Advisors
California
$113K -$5.02K -80 -4%
TPW
1779
Talon Private Wealth
Florida
$112K +$107K +1,704 New
FFA
1780
Frazier Financial Advisors
Ohio
$112K +$10K +160 +10%
GFPC
1781
Global Financial Private Client
Florida
$112K
DP
1782
Denver PWM
Colorado
$109K
BC
1783
Broadwater Capital
Massachusetts
$109K
FAM
1784
Family Asset Management
South Carolina
$109K
FPFS
1785
First Personal Financial Services
North Carolina
$109K
DF
1786
DecisionPoint Financial
Arizona
$107K
AT
1787
Avalon Trust
New Mexico
$105K +$100K +1,600 New
PP
1788
Pacifica Partners
Canada
$102K -$42.4K -676 -31%
PGAM
1789
Princeton Global Asset Management
New Jersey
$101K +$69.6K +1,108 +264%
PWM
1790
Provident Wealth Management
Tennessee
$99.2K
LWANC
1791
Laurel Wealth Advisors (North Carolina)
North Carolina
$96K +$2.01K +32 +2%
UFAC
1792
Urban Financial Advisory Corp
Illinois
$93.9K +$89.4K +1,424 New
FP
1793
Financial Perspectives
Minnesota
$90.9K +$9.79K +156 +13%
NRG
1794
Nemes Rush Group
Michigan
$89.2K +$25.4K +404 +39%
CTA
1795
Colonial Trust Advisors
South Carolina
$86.3K
AWM
1796
Abound Wealth Management
Tennessee
$85.3K +$51.7K +824 +176%
MCA
1797
Maryland Capital Advisors
Maryland
$83.4K
CB
1798
Centennial Bank
Arkansas
$83.1K +$1.26K +20 +2%
EPW
1799
Evergreen Private Wealth
Colorado
$80.2K
FCMT
1800
Founders Capital Management (Texas)
Texas
$79.9K

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.