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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
AGA
326
Arkos Global Advisors
Texas
$11.1M -$209K -3,072 -2%
BONH
327
Bank of New Hampshire
New Hampshire
$11.1M -$270K -3,976 -2%
KFP
328
KMG Fiduciary Partners
Ohio
$11.1M -$229K -3,376 -2%
AA
329
Ancora Advisors
Ohio
$11M -$126K -1,852 -1%
AFA
330
Antonelli Financial Advisors
Michigan
$11M +$11.3M +166,848 New
AWM
331
Aries Wealth Management
Maine
$10.9M +$115K +1,692 +1%
RWA
332
Rooted Wealth Advisors
Illinois
$10.9M +$10.9M +161,136 +4,573%
RWI
333
Red Wave Investments
Pennsylvania
$10.9M -$374K -5,504 -3%
LBC
334
Lowe Brockenbrough & Co
Virginia
$10.9M -$358K -5,272 -3%
WAP
335
Wealthcare Advisory Partners
Pennsylvania
$10.8M +$92.9K +1,368 +0.8%
NFW
336
Noble Family Wealth
Florida
$10.8M -$53.8K -792 -0.5%
AW
337
Avion Wealth
Texas
$10.7M -$122K -1,804 -1%
GWA
338
Gratus Wealth Advisors
Virginia
$10.7M -$88.3K -1,300 -0.8%
Kovitz Investment Group Partners
339
Kovitz Investment Group Partners
Illinois
$10.6M +$703K +10,348 +7%
CFS
340
CRA Financial Services
New Jersey
$10.6M +$584K +8,604 +6%
NIWA
341
New Insight Wealth Advisors
California
$10.6M +$134K +1,972 +1%
DWM
342
Drive Wealth Management
Utah
$10.6M +$941K +13,868 +9%
FWM
343
ForthRight Wealth Management
Georgia
$10.6M +$168K +2,476 +2%
SCM
344
Sebold Capital Management
Illinois
$10.6M -$40.2K -592 -0.4%
FNBSF
345
First National Bank Sioux Falls
South Dakota
$10.5M +$1.44M +21,156 +15%
RPC
346
Rossmore Private Capital
Connecticut
$10.4M -$616K -9,080 -5%
ACA
347
Aspire Capital Advisors
Washington
$10.4M -$58.7K -864 -0.5%
SWP
348
Stratos Wealth Partners
Ohio
$10.4M -$2.3M -33,828 -18%
CB
349
Commerce Bank
Missouri
$10.4M -$147K -2,172 -1%
JFG
350
JDM Financial Group
Texas
$10.3M -$57.6K -848 -0.5%

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.