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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
WIA
451
Wealthedge Investment Advisors
New York
$7.34M +$7.55M +111,220 New
HIW
452
Holos Integrated Wealth
Pennsylvania
$7.33M +$7.54M +111,064 New
EGWAG
453
Elwood & Goetz Wealth Advisory Group
Georgia
$7.28M +$35.8K +528 +0.5%
BAG
454
Bridgewealth Advisory Group
California
$7.25M +$1.08M +15,936 +18%
IAN
455
Integrated Advisors Network
Texas
$7.24M +$117K +1,724 +2%
TFGT
456
TS Financial Group (TSFG)
Illinois
$7.18M +$215K +3,164 +3%
JFA
457
JNBA Financial Advisors
Minnesota
$7.18M -$65.7K -968 -0.9%
Financial Engines Advisors
458
Financial Engines Advisors
California
$7.16M +$1.07M +15,776 +17%
BWA
459
Beam Wealth Advisors
Louisiana
$7.16M +$216K +3,180 +3%
ASN
460
Advisory Services Network
Georgia
$7.15M +$303K +4,468 +4%
MOS
461
MGO One Seven
Ohio
$7.13M +$593K +8,740 +9%
AF
462
Amara Financial
California
$7.12M +$489K +7,204 +7%
BFWA
463
Benchmark Financial Wealth Advisors
Florida
$7.1M +$168K +2,480 +2%
BFAG
464
Blackston Financial Advisory Group
Florida
$7.1M -$34.2K -504 -0.5%
Carson Wealth (CWM LLC)
465
Carson Wealth (CWM LLC)
Nebraska
$7.1M +$3.46M +51,004 +90%
CP
466
Creekside Partners
California
$7.08M +$143K +2,100 +2%
WT
467
Washington Trust
Rhode Island
$7.06M +$505K +7,436 +7%
VA
468
Vident Advisory
Georgia
$7.06M +$3.63M +53,448 +100%
BOC
469
Bull Oak Capital
California
$7.05M +$308K +4,540 +4%
PAS
470
Park Avenue Securities
New York
$7.01M +$309K +4,548 +4%
SAM
471
Sawgrass Asset Management
Florida
$6.99M +$177K +2,600 +3%
ACP
472
Aveo Capital Partners
Colorado
$6.95M -$76.8K -1,132 -1%
NL
473
NWAM LLC
Washington
$6.95M +$188K +2,768 +3%
FAI
474
Fiduciary Advisors Inc
Missouri
$6.92M +$7.12M +104,848 New
HFW
475
Horizon Family Wealth
Illinois
$6.89M +$472K +6,952 +7%

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.