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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
FNC
301
First National Corp
Massachusetts
$12.3M +$182K +2,684 +1%
BIM
302
Bridges Investment Management
Nebraska
$12.3M +$11.7K +172 +0.1%
MWM
303
McNaughton Wealth Management
California
$12.2M +$77.9K +1,148 +0.6%
GL
304
Graypoint LLC
New York
$12.2M -$1.04M -15,344 -8%
PA
305
Pinnacle Associates
New York
$12.2M +$922K +13,576 +8%
TW
306
Towerpoint Wealth
California
$12.2M +$2.67M +39,392 +27%
MM
307
Meridian Management
Arkansas
$12.1M -$1.97M -29,080 -14%
GAM
308
Gemmer Asset Management
California
$12.1M -$616K -9,068 -5%
AMG
309
Asset Management Group
Connecticut
$12M +$367K +5,408 +3%
EFP
310
EnRich Financial Partners
Wisconsin
$12M +$436K +6,424 +4%
SCA
311
Sandy Cove Advisors
Massachusetts
$12M -$20.9K -308 -0.2%
LIA
312
LBMC Investment Advisors
Tennessee
$11.8M -$56.8K -836 -0.5%
VWA
313
VSM Wealth Advisory
Maryland
$11.7M +$12M +177,388 New
COI
314
Connable Office Inc
Michigan
$11.7M +$12M +176,456 New
PS
315
Principal Securities
Iowa
$11.6M +$281K +4,136 +2%
BDF
316
Black Diamond Financial
Maryland
$11.6M -$32K -472 -0.3%
SFG
317
Somnio Financial Group
Connecticut
$11.6M +$382K +5,628 +3%
JJBC
318
James J. Burns & Company
New York
$11.6M +$720K +10,600 +6%
IAA
319
Ironsides Asset Advisors
North Carolina
$11.4M +$39.6K +584 +0.3%
AIM
320
Advyzon Investment Management
Illinois
$11.4M +$11.7M +172,408 New
AHC
321
Anderson Hoagland & Co
Missouri
$11.3M -$378K -5,568 -3%
CIA
322
Concurrent Investment Advisors
Florida
$11.3M -$70.3K -1,036 -0.6%
Franklin Resources
323
Franklin Resources
California
$11.3M +$507K +7,472 +5%
WA
324
Waverly Advisors
Alabama
$11.2M +$1.91M +28,064 +20%
FPCP
325
Fort Point Capital Partners
California
$11.2M +$6.79M +100,044 +144%

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.