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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
GWM
1926
Grand Wealth Management
Michigan
$1.36K – – –
NA
1927
Nordwand Advisors
Pennsylvania
$1.32K – – –
YAL
1928
Your Advocates Ltd
Texas
$1.32K – – –
RF
1929
Robbins Farley
New Hampshire
$1.06K – – –
FCM
1930
Fourpath Capital Management
Oklahoma
$1.05K +$1K +16 New
SFA
1931
Semmax Financial Advisors
North Carolina
$563 – – –
EAM
1932
Eukles Asset Management
Ohio
$264 +$251 +4 New
CMP
1933
Coston McIsaac & Partners
Maine
$31 – – –
OHWA
1934
Oak Hill Wealth Advisors
Virginia
– -$41.6M -662,708 Closed
SW
1935
SVB Wealth
Massachusetts
– -$4.96M -81,924 Closed
WCM
1936
Windham Capital Management
Massachusetts
– -$1.94M -31,976 Closed
3IP
1937
3Chopt Investment Partners
Virginia
– -$1.06M -17,472 Closed
IA
1938
IFG Advisory
Georgia
– -$992K -16,388 Closed
IAIM
1939
International Assets Investment Management
Florida
– -$808K -13,348 Closed
CCM
1940
Copeland Capital Management
Pennsylvania
– -$626K -10,336 Closed
MWA
1941
MN Wealth Advisors
Kansas
– -$575K -9,500 Closed
T
1942
TCWP
Ohio
– -$568K -9,380 Closed
TSS
1943
Two Sigma Securities
New York
– -$491K -8,108 Closed
PG
1944
Prostatis Group
Maryland
– -$442K -7,304 Closed
GS
1945
GTS Securities
New York
– -$407K -6,720 Closed
WF
1946
Wayfinding Financial
Washington
– -$365K -6,020 Closed
HHRDM
1947
H&H Retirement Design & Management
Nevada
– -$373K -5,940 Closed
CAP
1948
Columbia Advisory Partners
Washington
– -$356K -5,880 Closed
CAM
1949
Congress Asset Management
Massachusetts
– -$346K -5,712 Closed
RSWA
1950
Robinson Smith Wealth Advisors
Maine
– -$342K -5,644 Closed
76 77
78
79 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.