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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
EWA
201
Exencial Wealth Advisors
Oklahoma
$18.2M -$494K -7,868 -3%
CB
202
Cadence Bank
Mississippi
$18.1M +$714K +11,372 +4%
FHA
203
First Horizon Advisors
Tennessee
$18.1M -$166K -2,636 -1%
TA
204
Tectonic Advisors
Texas
$18.1M +$836K +13,316 +5%
PWM
205
Praetorian Wealth Management
California
$18M -$86.4K -1,376 -0.5%
SIC
206
Salem Investment Counselors
North Carolina
$17.9M -$34.7K -552 -0.2%
BF
207
BOK Financial
Oklahoma
$17.9M +$51.2K +816 +0.3%
NRI
208
NFP Retirement Inc
California
$17.9M -$1.13M -17,980 -6%
BWFA
209
Baltimore-Washington Financial Advisors
Maryland
$17.7M +$542K +8,628 +3%
PFPT
210
Pinnacle Financial Partners (Tennessee)
Tennessee
$17.5M -$6.28K -100 -0%
NIM
211
Northeast Investment Management
Massachusetts
$17.3M -$133K -2,112 -0.8%
ATC
212
Advantage Trust Company
Kansas
$17.2M +$193K +3,072 +1%
VBWMG
213
Von Berge Wealth Management Group
California
$17.1M -$633K -10,088 -4%
SRC
214
Sage Rhino Capital
California
$17M +$34.4K +548 +0.2%
BP
215
Ballentine Partners
Massachusetts
$16.9M +$39.2K +624 +0.2%
TCOTS
216
Trust Company of the South
North Carolina
$16.9M +$1.41M +22,516 +10%
AFS
217
Annapolis Financial Services
Maryland
$16.8M +$876K +13,956 +6%
SCA
218
STALEY CAPITAL ADVISERS
Pennsylvania
$16.6M +$398K +6,336 +3%
TCM
219
Twele Capital Management
Minnesota
$16.5M -$22.4K -356 -0.1%
MMPW
220
Mitchell McLeod Pugh & Williams
Alabama
$16.5M +$1.51M +24,112 +11%
GVAG
221
Great Valley Advisor Group
Delaware
$16.4M +$1.48M +23,528 +10%
GFWA
222
Grey Fox Wealth Advisors
Delaware
$16.4M +$2.95M +47,020 +23%
PIMG
223
Patriot Investment Management Group
Tennessee
$16.3M -$91.7K -1,460 -0.6%
VC
224
Veracity Capital
Georgia
$16.3M +$556K +8,852 +4%
CA
225
Crane Advisory
California
$16.3M +$206K +3,276 +1%

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.