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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
MAM
1951
Milestone Asset Management
Pennsylvania
-$319K -5,272 Closed
CWS
1952
Confluence Wealth Services
Pennsylvania
-$319K -5,264 Closed
AIMC
1953
Alley Investment Management Company
Illinois
-$287K -4,744 Closed
TCMP
1954
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$287K -4,740 Closed
TBWA
1955
Three Bridge Wealth Advisors
California
-$271K -4,460 Closed
PBO
1956
Peoples Bank (Ohio)
Ohio
-$266K -4,400 Closed
SFI
1957
SPC Financial Inc
Maryland
-$261K -4,320 Closed
AC
1958
Anson Capital
Georgia
-$250K -4,160 Closed
JDR
1959
Jay D. Rosenbaum
-$232K -3,840 Closed
SGI
1960
Summit Global Investments
Utah
-$222K -3,668 Closed
SFM
1961
Signet Financial Management
New Jersey
-$218K -3,600 Closed
IAS
1962
Insigneo Advisory Services
Florida
-$213K -3,576 Closed
LSPW
1963
Lake Street Private Wealth
Illinois
-$216K -3,564 Closed
WWMSC
1964
Wagner Wealth Management (South Carolina)
South Carolina
-$215K -3,560 Closed
PWP
1965
Pursue Wealth Partners
California
-$213K -3,516 Closed
BFA
1966
Beacon Financial Advisory
Ohio
-$210K -3,472 Closed
SA
1967
SpiderRock Advisors
Delaware
-$208K -3,440 Closed
LWL
1968
Leo Wealth LLC
Texas
-$200K -3,324 Closed
CC
1969
Cypress Capital
Tennessee
-$196K -3,244 Closed
GI
1970
Gradient Investments
Minnesota
-$145K -2,392 Closed
HH
1971
HWG Holdings
Texas
-$93.5K -1,544 Closed
LIA
1972
Lynx Investment Advisory
District of Columbia
-$92K -1,520 Closed
IC
1973
Innealta Capital
Texas
-$58.1K -960 Closed
UWS
1974
Unique Wealth Strategies
Illinois
-$52K -832 Closed
GA
1975
GoalVest Advisory
New York
-$43.7K -724 Closed

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.