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Vanguard Mid-Cap ETF
VO

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: 207 → 233 (+26)

12% more capital invested

Capital invested by funds: $44.7B → $50.1B (+$5.34B)

11% more funds holding

Funds holding: 1,931 → 2,137 (+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

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$805M
2
Bank of America
Bank of America
North Carolina
+$132M
3
CIA
Choate Investment Advisors
Massachusetts
+$115M
4
Morgan Stanley
Morgan Stanley
New York
+$82M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$64.1M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$131M
2
MIS
Morningstar Investment Services
Illinois
-$76M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$53.7M
4
CWM
Connecticut Wealth Management
Connecticut
-$53.4M
5
Ameriprise
Ameriprise
Minnesota
-$29.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
NHC
26
Nicholas Hoffman & Company
Georgia
$197M +$21.1M +310,876 +12%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$196M -$53.7M -790,480 -21%
Goldman Sachs
28
Goldman Sachs
New York
$191M -$3.99M -58,792 -2%
Cerity Partners
29
Cerity Partners
New York
$191M +$12.6M +186,076 +7%
CA
30
Clearstead Advisors
Ohio
$182M +$4.08M +60,092 +2%
HighTower Advisors
31
HighTower Advisors
Illinois
$182M +$12.3M +181,520 +7%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$176M -$4.95M -72,936 -3%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$174M +$41.1M +605,228 +30%
BPA
34
Beacon Pointe Advisors
California
$166M +$484K +7,128 +0.3%
Osaic Holdings
35
Osaic Holdings
Arizona
$160M +$1.61M +23,748 +1%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$159M +$29.9M +440,428 +22%
Stifel Financial
37
Stifel Financial
Missouri
$152M +$2.42M +35,600 +2%
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$151M -$6.85M -100,944 -4%
MGIA
39
Moneta Group Investment Advisors
Missouri
$149M +$3.42M +50,404 +2%
WANY
40
Wealthspire Advisors (New York)
New York
$147M +$1.65M +24,348 +1%
Truist Financial
41
Truist Financial
North Carolina
$142M +$653K +9,612 +0.4%
FCAS
42
First Command Advisory Services
Texas
$137M +$4.26M +62,712 +3%
MPWT
43
MassMutual Private Wealth & Trust
Connecticut
$136M +$8.24M +121,368 +6%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$136M +$4.73M +69,648 +4%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$127M +$19.8M +291,032 +18%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$119M -$4.82M -71,012 -4%
CIA
47
Choate Investment Advisors
Massachusetts
$113M +$115M +1,689,176 +7,038%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$111M +$17.3M +254,316 +18%
CCA
49
Catalyst Capital Advisors
New York
$107M +$5.6M +82,496 +5%
MRC
50
Millburn Ridgefield Corp
New York
$107M +$5.6M +82,496 +5%
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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.