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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
GRP
376
Global Retirement Partners
California
$9.4M -$10.6K -156 -0.1%
CRC
377
Curi RMB Capital
Illinois
$9.33M -$27.2K -400 -0.3%
AH
378
Addis & Hill
Pennsylvania
$9.32M +$1.12M +16,468 +13%
B
379
Bailard
California
$9.29M
WAG
380
Wheelhouse Advisory Group
Missouri
$9.29M +$452K +6,652 +5%
PFS
381
Prospera Financial Services
Texas
$9.28M +$122K +1,800 +1%
SFG
382
Sage Financial Group
Pennsylvania
$9.26M +$336K +4,944 +4%
SHWM
383
Smith & Howard Wealth Management
Georgia
$9.24M -$92.6K -1,364 -1%
KPWS
384
Kestra Private Wealth Services
Texas
$9.2M +$277K +4,080 +3%
EWP
385
Elevation Wealth Partners
California
$9.13M +$643K +9,476 +7%
TYCC
386
Texas Yale Capital Corp
Florida
$9.08M +$68.4K +1,008 +0.7%
FF
387
Financial Futures
New Jersey
$9.05M -$571K -8,412 -6%
FB
388
First Bancorp
Maine
$9.02M +$424K +6,248 +5%
MWA
389
Meridian Wealth Advisors
Texas
$9.02M +$624K +9,192 +7%
BRWA
390
B. Riley Wealth Advisors
Florida
$9.01M -$1.91M -28,088 -17%
FMWA
391
Forvis Mazars Wealth Advisors
Missouri
$9M -$1.47M -21,720 -14%
SWM
392
Sagace Wealth Management
Florida
$8.96M +$5.25M +77,332 +133%
KWM
393
Kingsview Wealth Management
Oregon
$8.93M +$651K +9,584 +8%
TCM
394
TD Capital Management
Tennessee
$8.93M -$220K -3,236 -2%
MNA
395
Manning & Napier Advisors
New York
$8.92M +$7.06K +104 +0.1%
HFRG
396
Houlihan Financial Resource Group
Virginia
$8.84M -$445K -6,560 -5%
VA
397
Valmark Advisers
Ohio
$8.82M +$58.9K +868 +0.7%
PF
398
Prosperitas Financial
California
$8.78M +$155K +2,284 +2%
EFG
399
Ethos Financial Group
Pennsylvania
$8.77M +$8.78M +129,280 +3,698%
4FG
400
4Thought Financial Group
New York
$8.74M -$804K -11,844 -8%

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.