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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
TCBWMS
426
Texas Capital Bank Wealth Management Services
Texas
$7.95M -$1.03M -15,140 -11%
WF
427
Warner Financial
Maryland
$7.94M +$159K +2,336 +2%
HAC
428
Harbor Advisory Corp
New Hampshire
$7.9M +$1.15M +16,984 +17%
CT
429
Caldwell Trust
Florida
$7.89M +$116K +1,712 +1%
Qube Research & Technologies (QRT)
430
Qube Research & Technologies (QRT)
United Kingdom
$7.87M -$373K -5,488 -4%
HR
431
Howe & Rusling
New York
$7.87M +$228K +3,364 +3%
M&T Bank
432
M&T Bank
New York
$7.84M +$94.2K +1,388 +1%
NF
433
Nikulski Financial
Iowa
$7.84M +$38.8K +572 +0.5%
CIAS
434
Capital Investment Advisory Services
North Carolina
$7.81M -$413K -6,080 -5%
CSP
435
Cary Street Partners
Virginia
$7.81M +$8.03M +118,288 New
UFA
436
Uptown Financial Advisors
Texas
$7.77M +$7.99M +117,728 New
CAG
437
Crestwood Advisors Group
Massachusetts
$7.76M +$127K +1,872 +2%
CAM
438
CPA Asset Management
Florida
$7.74M +$1.07M +15,784 +16%
EWA
439
EP Wealth Advisors
California
$7.72M +$117K +1,728 +2%
XF
440
XML Financial
Maryland
$7.72M +$482K +7,096 +6%
GFG
441
Greenbush Financial Group
New York
$7.71M +$7.92M +116,636 New
VWA
442
Visionary Wealth Advisors
Illinois
$7.69M -$73K -1,076 -0.9%
GCP
443
Gill Capital Partners
Colorado
$7.63M -$21.5K -316 -0.3%
1WM
444
1900 Wealth Management
Texas
$7.62M -$210K -3,100 -3%
CTA
445
Chesley Taft & Associates
Illinois
$7.52M +$68.4K +1,008 +0.9%
MWM
446
MorganRosel Wealth Management
Colorado
$7.5M +$194K +2,856 +3%
BWCS
447
Beirne Wealth Consulting Services
Connecticut
$7.43M +$31K +456 +0.4%
RWM
448
RKL Wealth Management
Pennsylvania
$7.41M -$767K -11,292 -9%
TA
449
TruWealth Advisors
Louisiana
$7.39M -$39.4K -580 -0.5%
QIM
450
Quest Investment Management
Oregon
$7.35M -$85K -1,252 -1%

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.