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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
FWM
1901
FSA Wealth Management
Massachusetts
$6.86K +$6.53K +104 New
CFS
1902
CGC Financial Services
Oregon
$6.6K – – –
TWD
1903
True Wealth Design
Ohio
$6.6K – – –
VWM
1904
Valley Wealth Managers
New Jersey
$6.33K – – –
RWM
1905
Reston Wealth Management
Virginia
$6.11K +$5.78K +92 New
WWM
1906
Wolff Wiese Magana
California
$6.07K – – –
BA
1907
Ballast Advisors
Minnesota
$6.07K – – –
GPFA
1908
Game Plan Financial Advisors
Ohio
$5.92K – – –
BTC
1909
Bank & Trust Company
Illinois
$5.28K – – –
MCM
1910
MV Capital Management
Maryland
$4.75K – – –
AWM
1911
Absher Wealth Management
North Carolina
$4.49K – – –
RCM
1912
Raleigh Capital Management
North Carolina
$3.74K – – –
IRAG
1913
Investment Research & Advisory Group
Georgia
$3.69K – – –
APC
1914
Aspire Private Capital
North Carolina
$3.43K – – –
AI
1915
Arvest Investments
Arkansas
$3.17K – – –
MWM
1916
MGB Wealth Management
Texas
$3.17K +$502 +8 +20%
AIA
1917
Arcadia Investment Advisors
Idaho
$2.9K – – –
ACM
1918
Anfield Capital Management
California
$2.64K – – –
LWA
1919
Lowe Wealth Advisors
Maryland
$2.64K +$2.01K +32 +400%
WCAMG
1920
Woodard & Company Asset Management Group
North Carolina
$2.64K +$2.51K +40 New
WGS
1921
Washington Growth Strategies
District of Columbia
$2.39K +$158K +2,520 New
VCM
1922
Viewpoint Capital Management
Washington
$2.37K – – –
CMA
1923
Cedar Mountain Advisors
Oregon
$1.58K -$10.8K -172 -88%
LIS
1924
Legacy Investment Solutions
Idaho
$1.38K +$1.26K +20 New
LWMI
1925
Legacy Wealth Management (Idaho)
Idaho
$1.38K +$1.26K +20 New
75 76
77
78 79

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.