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Vanguard Mid-Cap ETF

2,137 hedge funds and large institutions have $50.1B invested in Vanguard Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 881 increasing their positions, 649 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

410% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 59

267% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $3.91M

36% more repeat investments, than reductions

Existing positions increased: 881 | Existing positions reduced: 649

13% more funds holding in top 10

Funds holding in top 10: 207233 (+26)

12% more capital invested

Capital invested by funds: $44.7B → $50.1B (+$5.34B)

11% more funds holding

Funds holding: 1,9312,137 (+206)

2.39% more ownership

Funds ownership: 256.66%259.04% (+2.4%)

Holders
2,137
Holders Change
+206
Holders Change %
+10.67%
% of All Funds
28.14%
Holding in Top 10
233
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+12.56%
% of All Funds
3.07%
New
301
Increased
881
Reduced
649
Closed
59
Calls
$14.3M
Puts
$3.91M
Net Calls
+$10.4M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VBWMG
226
Von Berge Wealth Management Group
California
$17.4M +$83.1K +1,224 +0.5%
FHA
227
First Horizon Advisors
Tennessee
$17.4M -$751K -11,068 -4%
BP
228
Ballentine Partners
Massachusetts
$17.2M +$238K +3,504 +1%
CA
229
Crane Advisory
California
$17.1M +$579K +8,528 +3%
VC
230
Veracity Capital
Georgia
$17M +$730K +10,760 +4%
GFWA
231
Grey Fox Wealth Advisors
Delaware
$16.8M +$384K +5,656 +2%
SRC
232
Sage Rhino Capital
California
$16.7M -$330K -4,864 -2%
OC
233
Oppenheimer & Co
New York
$16.6M +$1.84M +27,072 +12%
SF
234
Summit Financial
New Jersey
$16.5M +$1.34M +19,688 +9%
Betterment LLC
235
Betterment LLC
New York
$16.4M +$6.43M +94,756 +62%
SCA
236
STALEY CAPITAL ADVISERS
Pennsylvania
$16.2M -$382K -5,632 -2%
MFGP
237
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.2M +$210K +3,100 +1%
AA
238
AJ Advisors
Tennessee
$16.2M -$2.44K -36 -0%
TFO
239
Tarbox Family Office
California
$16.1M +$12.8K +188 +0.1%
CL
240
Choreo LLC
Illinois
$16.1M +$720K +10,608 +5%
RCA
241
Riverview Capital Advisers
Massachusetts
$16M +$39.9K +588 +0.2%
PIMG
242
Patriot Investment Management Group
Tennessee
$15.9M -$491K -7,228 -3%
TFP
243
TrueWealth Financial Partners
Washington
$15.8M +$160K +2,364 +1%
BEI
244
Benjamin Edwards Inc
Missouri
$15.7M +$1.73M +25,516 +12%
JBA
245
Johnson Bixby & Associates
Washington
$15.7M +$833K +12,268 +5%
IB
246
Intrust Bank
Kansas
$15.5M +$400K +5,888 +3%
NAMP
247
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$15.3M -$5.43K -80 -0%
MFG
248
Merit Financial Group
Georgia
$15.2M +$1.93M +28,448 +14%
SPP
249
Single Point Partners
Massachusetts
$15.2M +$15.6M +230,112 New
FFG
250
Frisch Financial Group
New York
$15M -$109K -1,604 -0.7%

VO Hedge Fund Activity: Q4 2024 in Review

2,137 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2024, worth a combined $50.1B — up 12% from $44.7B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new VO positions and 59 closed out — a net gain of 242 holders — while 881 added to existing stakes and 649 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $805M. The largest seller was Focus Partners Wealth, cutting an estimated $131M.

  • 2,137 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2024, up from 1,931 in Q3 2024.
  • Funds reported $50.1B of Vanguard Mid-Cap ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 301 funds opened new Vanguard Mid-Cap ETF positions in Q4 2024 and 59 closed out, a net change of +242 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q4 2024 was Jones Financial Companies, an estimated $805M added.
  • The largest Vanguard Mid-Cap ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2024.