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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
GM
176
GeoWealth Management
Illinois
$22.9M +$4.54M +72,300 +26%
SB
177
Simmons Bank
Arkansas
$22.7M +$56.5K +900 +0.3%
CFGS
178
Concourse Financial Group Securities
Alabama
$22.5M -$1.1M -17,536 -5%
RRA
179
Round Rock Advisors
Connecticut
$22.2M -$118K -1,884 -0.6%
WFM
180
Wolff Financial Management
Michigan
$22.2M +$21.1M +336,016 New
WCWM
181
Wooster Corthell Wealth Management
Connecticut
$22M +$159K +2,536 +0.8%
PFA
182
Pathway Financial Advisors
Vermont
$22M +$1.16M +18,444 +6%
FI
183
FIDELIS iM
Oregon
$21.6M -$69.1K -1,100 -0.3%
Brown Advisory
184
Brown Advisory
Maryland
$21.5M -$97.9K -1,560 -0.5%
FFS
185
Founders Financial Securities
Maryland
$21.1M -$23.9K -380 -0.1%
SWM
186
SigFig Wealth Management
California
$21M +$18.9M +300,532 +1,637%
HI
187
Horizon Investments
North Carolina
$20.7M +$424K +6,756 +2%
TFA
188
Transamerica Financial Advisors
Florida
$20.6M -$707K -11,268 -3%
ME
189
McIlrath & Eck
Washington
$20.3M +$1.25M +19,840 +7%
SWA
190
Stratos Wealth Advisors
Ohio
$20.3M +$3.21M +51,104 +20%
PIN
191
Prudent Investors Network
California
$20M +$3.57M +56,928 +23%
MWM
192
Marietta Wealth Management
Georgia
$19.9M +$740K +11,788 +4%
RFS
193
Retirement Financial Solutions
Tennessee
$19.6M +$348K +5,536 +2%
PWLP
194
Prio Wealth Limited Partnership
Massachusetts
$19.2M +$394K +6,280 +2%
BAM
195
Berkshire Asset Management
Pennsylvania
$18.8M
WIC
196
Whitegate Investment Counselors
New Hampshire
$18.8M -$66.6K -1,060 -0.4%
MAV
197
Mason & Associates (Virginia)
Virginia
$18.5M +$449K +7,156 +3%
Envestnet Portfolio Solutions
198
Envestnet Portfolio Solutions
Illinois
$18.4M -$168K -2,672 -1%
HIMC
199
Heritage Investors Management Corp
Maryland
$18.3M -$507K -8,080 -3%
Lido Advisors
200
Lido Advisors
California
$18.2M -$96.4K -1,536 -0.6%

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.