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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
CFO
1876
Colony Family Offices
North Carolina
$20.8K +$19.8K +316 New
GJWM
1877
Gilliland Jeter Wealth Management
Arkansas
$18.5K
HWM
1878
HighMark Wealth Management
Minnesota
$17.1K
SIC
1879
SJS Investment Consulting
Ohio
$16.6K
MBFW
1880
Morton Brown Family Wealth
Pennsylvania
$16.6K -$2.51K -40 -14%
SCA
1881
Stuart Chaussee & Associates
California
$16.6K
WWP
1882
WR Wealth Planners
Missouri
$16.1K
CAM
1883
Creekmur Asset Management
Illinois
$15.6K
PPWM
1884
PFG Private Wealth Management
Florida
$14.5K
DCM
1885
Davis Capital Management
Florida
$14K
WAM
1886
WFA Asset Management
Wisconsin
$13.9K +$251 +4 +2%
IWP
1887
IAG Wealth Partners
Wisconsin
$13K
FGC
1888
Financial Gravity Companies
Texas
$12.9K +$12.3K +196 New
HCM
1889
Hollencrest Capital Management
California
$12.7K +$12.1K +192 New
NCM
1890
Northwest Capital Management
Oregon
$11.9K
TIM
1891
Thompson Investment Management
Wisconsin
$11.9K +$11.3K +180 New
CJH
1892
Christopher J. Hasenberg
Wisconsin
$11K
PWMG
1893
Private Wealth Management Group
New Jersey
$10.6K
RAM
1894
Riggs Asset Management
Pennsylvania
$10.6K
TCM
1895
TruNorth Capital Management
Michigan
$9.23K -$4.52K -72 -34%
PS
1896
Planned Solutions
California
$8.97K +$8.54K +136 New
JPWM
1897
Jamison Private Wealth Management
Georgia
$8.24K
VanEck Associates
1898
VanEck Associates
New York
$8K +$7.79K +124 New
IRC
1899
Investors Research Corp
Georgia
$7.92K
LCOV
1900
London Company of Virginia
Virginia
$7.18K +$3.01K +48 +80%

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.