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Vanguard Mid-Cap ETF
VO

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: 207 → 233 (+26)

12% more capital invested

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

11% more funds holding

Funds holding: 1,931 → 2,137 (+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

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$805M
2
Bank of America
Bank of America
North Carolina
+$132M
3
CIA
Choate Investment Advisors
Massachusetts
+$115M
4
Morgan Stanley
Morgan Stanley
New York
+$82M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$64.1M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$131M
2
MIS
Morningstar Investment Services
Illinois
-$76M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$53.7M
4
CWM
Connecticut Wealth Management
Connecticut
-$53.4M
5
Ameriprise
Ameriprise
Minnesota
-$29.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFPL
251
Investments & Financial Planning LLC
Kentucky
$14.9M +$165K +2,424 +1%
NFG
252
Nations Financial Group
Iowa
$14.9M -$993K -14,628 -6%
DADC
253
D.A. Davidson & Co
Montana
$14.8M +$80.7K +1,188 +0.5%
SC
254
Sierra Capital
Florida
$14.8M -$21.2K -312 -0.1%
PA
255
Parallel Advisors
California
$14.8M +$97.5K +1,436 +0.6%
WPC
256
Wedmont Private Capital
Pennsylvania
$14.8M +$1.21M +17,836 +9%
AWE
257
Avidian Wealth Enterprises
Texas
$14.7M -$334K -4,920 -2%
HNB
258
Huntington National Bank
Ohio
$14.3M – – –
REMPR
259
Roof Eidam Maycock Peralta (REMP)
California
$14.3M +$302K +4,444 +2%
SC
260
Sepio Capital
Utah
$14.2M +$3.55M +52,228 +32%
Principal Financial Group
261
Principal Financial Group
Iowa
$14.2M +$6.84M +100,700 +88%
DWP
262
Daymark Wealth Partners
Ohio
$14.1M +$5.28M +77,812 +58%
IHWM
263
Iron Horse Wealth Management
Iowa
$14M +$427K +6,284 +3%
JRFS
264
James Reed Financial Services
Ohio
$14M +$14.4M +211,536 New
FOFP
265
Fee-Only Financial Planning
South Carolina
$13.9M -$102K -1,500 -0.7%
BWS
266
Buck Wealth Strategies
Colorado
$13.8M +$6.31M +92,948 +80%
GA
267
Geller Advisors
New York
$13.8M – – –
SA
268
Sylvest Advisors
Texas
$13.7M +$14.1M +207,816 New
DC
269
Dorval Corp
Minnesota
$13.7M +$320K +4,708 +2%
CIC
270
Carnegie Investment Counsel
Ohio
$13.7M +$467K +6,876 +3%
UFA
271
US Financial Advisors
Massachusetts
$13.7M +$182K +2,684 +1%
LFA
272
Legend Financial Advisors
Pennsylvania
$13.6M -$136K -2,004 -1%
CW
273
Cook Wealth
North Carolina
$13.6M +$1.39M +20,484 +12%
JGIA
274
Jackson Grant Investment Advisers
Connecticut
$13.6M +$442K +6,504 +3%
KWAG
275
Kiely Wealth Advisory Group
North Carolina
$13.6M -$310K -4,564 -2%
9 10
11
12 13

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.