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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
WP
476
WMS Partners
Maryland
$6.88M -$222K -3,264 -3%
BA
477
Bristlecone Advisors
Washington
$6.88M +$113K +1,660 +2%
BJL
478
Brighton Jones LLC
Washington
$6.88M +$3.96M +58,336 +127%
MHC
479
May Hill Capital
Massachusetts
$6.82M +$7.02M +103,356 New
FWM
480
Fonville Wealth Management
Virginia
$6.81M +$301K +4,436 +4%
FPCG
481
Forum Private Client Group
Indiana
$6.78M +$248K +3,660 +4%
PCM
482
Parsons Capital Management
Rhode Island
$6.75M +$206K +3,032 +3%
CFA
483
Cahill Financial Advisors
Minnesota
$6.73M +$21.2K +312 +0.3%
AAM
484
Ameraudi Asset Management
New York
$6.72M -$3.07M -45,252 -31%
NWM
485
Northcape Wealth Management
New York
$6.66M -$40.5K -596 -0.6%
UBV
486
United Bank (Virginia)
Virginia
$6.62M -$212K -3,128 -3%
FDCDDQ
487
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.6M +$608K +8,952 +10%
MA
488
MONECO Advisors
Connecticut
$6.5M -$506K -7,456 -7%
AAS
489
Ameritas Advisory Services
Nebraska
$6.49M -$5.28M -77,716 -44%
EFS
490
Essex Financial Services
Connecticut
$6.49M +$187K +2,748 +3%
FMC
491
First Merchants Corp
Indiana
$6.46M +$131K +1,932 +2%
DW30
492
Drucker Wealth 3.0
New Jersey
$6.45M +$1.97M +28,996 +42%
AFG
493
Atomi Financial Group
New York
$6.43M +$1.42M +20,968 +27%
SF
494
Synovus Financial
Georgia
$6.41M -$5.54M -81,660 -46%
GIA
495
Gladstone Institutional Advisory
Florida
$6.4M +$378K +5,568 +6%
WCFA
496
Walkner Condon Financial Advisors
Wisconsin
$6.36M -$114K -1,680 -2%
JIC
497
Johnson Investment Counsel
Ohio
$6.36M +$49.2K +724 +0.8%
SC
498
Steph & Co
Wisconsin
$6.34M -$182K -2,684 -3%
FF
499
Farrell Financial
New York
$6.34M -$12.8K -188 -0.2%
CFP
500
Cascade Financial Partners
California
$6.3M -$61.9K -912 -0.9%

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.