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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
FCG
1826
Financial Connections Group
California
$54K – – –
HBW
1827
Hazlett, Burt & Watson
West Virginia
$54K +$11.6K +184 +29%
DWA
1828
Dougherty Wealth Advisers
Minnesota
$52.8K – – –
USB
1829
Union Savings Bank
Connecticut
$51.7K – – –
HI
1830
Hoey Investments
Pennsylvania
$51.6K – – –
LI
1831
LRI Investments
Florida
$50.7K – – –
NIC
1832
Northwest Investment Counselors
Oregon
$50.7K +$48.2K +768 New
IIL
1833
Insight Inv LLC
California
$50.4K – – –
HDIM
1834
Hanson & Doremus Investment Management
Vermont
$50K – – –
PP
1835
PFS Partners
New Jersey
$48.6K +$251 +4 +0.5%
GAG
1836
Goodman Advisory Group
Massachusetts
$48K +$4.27K +68 +10%
HF
1837
Halpern Financial
Virginia
$47.2K – – –
AWM
1838
Aberdeen Wealth Management
Illinois
$47K – – –
RPCA
1839
Running Point Capital Advisors
California
$47K – – –
PFA
1840
Pathway Financial Advisers
Indiana
$46.9K +$251 +4 +0.6%
RDFA
1841
Ritter Daniher Financial Advisory
Ohio
$46.2K – – –
RWA
1842
Redmont Wealth Advisors
Illinois
$43.8K +$24.9K +396 +148%
AWM
1843
Angeles Wealth Management
California
$43K – – –
MSG
1844
Main Street Group
Virginia
$42.2K – – –
EA
1845
Evolution Advisers
Virginia
$40K – – –
PBK
1846
Peoples Bank (Kansas)
Kansas
$39.6K – – –
CNBTD
1847
Citizens National Bank Trust Department
Mississippi
$39K – – –
HCP
1848
Hexagon Capital Partners
Arkansas
$36.1K – – –
CFO
1849
CVA Family Office
Colorado
$35.8K +$251 +4 +0.7%
POIA
1850
Pin Oak Investment Advisors
Texas
$35K +$33.4K +532 New
72 73
74
75 76

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.