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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
OFS
401
OneAscent Financial Services
Alabama
$8.74M +$8.99M +132,400 New
FNFDCM
402
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.73M -$2.17K -32 -0%
DWM
403
Diversify Wealth Management
Utah
$8.73M +$682K +10,040 +8%
WIC
404
Whitegate Investment Counselors
New Hampshire
$8.7M -$10.4M -153,268 -54%
CA
405
CoreCap Advisors
Michigan
$8.57M +$534K +7,860 +6%
MIS
406
Morningstar Investment Services
Illinois
$8.55M -$76M -1,119,420 -90%
PCIA
407
Prime Capital Investment Advisors
Kansas
$8.54M -$276K -4,064 -3%
AIP
408
Almanack Investment Partners
Pennsylvania
$8.52M -$370K -5,448 -4%
WFPG
409
Waller Financial Planning Group
Ohio
$8.52M +$493K +7,264 +6%
GBT
410
Grove Bank & Trust
Florida
$8.5M +$1.9M +27,956 +28%
KeyBank National Association
411
KeyBank National Association
Ohio
$8.49M +$525K +7,732 +6%
EWM
412
Evermay Wealth Management
Virginia
$8.45M -$7.6K -112 -0.1%
PWP
413
Principle Wealth Partners
Connecticut
$8.43M +$146K +2,156 +2%
AIM
414
Acropolis Investment Management
Missouri
$8.42M -$17.4K -256 -0.2%
OCFG
415
O'Connor Financial Group
Illinois
$8.39M -$43.4K -640 -0.5%
KSWA
416
Kathleen S. Wright Associates
Pennsylvania
$8.39M +$523K +7,708 +6%
FIS
417
Fischer Investment Strategies
California
$8.31M +$2.2M +32,400 +35%
HL
418
HeadInvest LLC
Maine
$8.26M +$607K +8,944 +8%
BFS
419
Bradley Foster & Sargent
Connecticut
$8.24M -$278K -4,096 -3%
FMP
420
Financial Management Professionals
Texas
$8.17M +$105K +1,540 +1%
VFP
421
Verus Financial Partners
Virginia
$8.08M -$397K -5,844 -5%
DWM
422
Dakota Wealth Management
Florida
$8.07M +$258K +3,796 +3%
FCA
423
FLC Capital Advisors
California
$8.03M +$111K +1,636 +1%
FIC
424
Family Investment Center
Missouri
$7.99M -$134K -1,968 -2%
OL
425
Optas LLC
Texas
$7.96M +$122K +1,792 +2%

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.