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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
AC
276
Apella Capital
Connecticut
$13.6M +$856K +12,608 +7%
ML
277
McAdam LLC
Pennsylvania
$13.5M +$163K +2,404 +1%
OHWP
278
Oak Harbor Wealth Partners
North Carolina
$13.4M +$190K +2,804 +1%
CWAF
279
Core Wealth Advisors (Florida)
Florida
$13.4M -$285K -4,200 -2%
CWA
280
Consilio Wealth Advisors
Washington
$13.4M -$131K -1,924 -0.9%
RA
281
Ruggaard & Associates
Ohio
$13.4M +$27.4K +404 +0.2%
MHS
282
M Holdings Securities
Oregon
$13.1M +$13.4M +197,716 New
CWA
283
Centerline Wealth Advisors
Kentucky
$12.9M +$13.3M +196,000 New
CP
284
Capital Planning
Washington
$12.9M +$153K +2,252 +1%
SCA
285
Scott Capital Advisors
Oregon
$12.9M +$186K +2,744 +1%
HC
286
Hillman Company
Pennsylvania
$12.8M – – –
TPCW
287
TD Private Client Wealth
New York
$12.7M -$18.5K -272 -0.1%
WF
288
Whelan Financial
California
$12.7M -$129K -1,904 -1%
BAMG
289
Brand Asset Management Group
Missouri
$12.6M -$260K -3,828 -2%
NLWP
290
Next Level Wealth Planning
Idaho
$12.6M +$12.9M +190,704 New
Vanguard Group
291
Vanguard Group
Pennsylvania
$12.6M +$1.22M +18,016 +10%
CG
292
Caprock Group
Idaho
$12.5M +$238K +3,504 +2%
JA
293
JVL Associates
Michigan
$12.5M -$97.5K -1,436 -0.8%
MCM
294
Manchester Capital Management
Vermont
$12.4M +$206K +3,032 +2%
AllianceBernstein
295
AllianceBernstein
Tennessee
$12.4M -$1.26M -18,632 -9%
CA
296
Cornerstone Advisory
Maryland
$12.4M +$3.47M +51,060 +40%
Citigroup
297
Citigroup
New York
$12.4M +$3.88M +57,196 +44%
CFO
298
Custos Family Office
Texas
$12.4M +$841K +12,388 +7%
TWM
299
TriaGen Wealth Management
California
$12.4M +$92.1K +1,356 +0.7%
RC
300
Roundview Capital
New Jersey
$12.4M +$389K +5,724 +3%
10 11
12
13 14

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.