We are live on ! Find out more
VO icon

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
CANC
501
Culbertson A N & Co
Virginia
$6.29M +$1.9K +28 +0%
WFAG
502
Wescott Financial Advisory Group
Pennsylvania
$6.27M -$1.2M -17,740 -16%
EF
503
Envision Financial
Wisconsin
$6.23M +$6.4M +94,280 New
KPWG
504
KFA Private Wealth Group
Virginia
$6.21M -$539K -7,936 -8%
SFS
505
Sowell Financial Services
Arkansas
$6.21M -$678K -9,984 -10%
CWS
506
Cypress Wealth Services
California
$6.2M -$213K -3,140 -3%
BWP
507
Bernardo Wealth Planning
Pennsylvania
$6.2M -$2.98M -43,888 -32%
CA
508
Capital Advantage
California
$6.13M +$471K +6,944 +8%
HI
509
Harbour Investments
Wisconsin
$6.11M +$285K +4,196 +5%
AFP
510
Ausdal Financial Partners
Iowa
$6.09M -$200K -2,944 -3%
GHAM
511
Gilman Hill Asset Management
Connecticut
$6.07M +$1.04M +15,260 +20%
SPC
512
Sigma Planning Corp
Michigan
$6.04M -$85.3K -1,256 -1%
LIG
513
Lokken Investment Group
Delaware
$6.02M -$188K -2,772 -3%
CPL
514
CAP Partners LLC
Tennessee
$6.02M -$46.2K -680 -0.7%
UCFA
515
United Capital Financial Advisors
Texas
$6M +$23.9K +352 +0.4%
FPB
516
First PREMIER Bank
South Dakota
$6M -$15.5K -228 -0.3%
TFA
517
Trinity Financial Advisors
Ohio
$5.95M +$2.93M +43,092 +91%
OCM
518
One Capital Management
California
$5.93M -$29.9K -440 -0.5%
MW
519
MBL Wealth
North Carolina
$5.88M -$89.6K -1,320 -1%
PFG
520
PAX Financial Group
Texas
$5.84M -$348K -5,128 -5%
MBI
521
May Barnhard Investments
Maryland
$5.84M +$537K +7,912 +10%
LWM
522
Latko Wealth Management
Illinois
$5.78M -$59.5K -876 -1%
CIP
523
Capital Insight Partners
Arizona
$5.78M -$119K -1,752 -2%
KCAM
524
Kagan Cocozza Asset Management
New Jersey
$5.77M +$5.93M +87,420 New
MAM
525
Mystic Asset Management
Rhode Island
$5.77M -$4.07K -60 -0.1%

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.