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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
RWM
526
Rialto Wealth Management
New York
$5.76M +$5.92M +87,264 New
GSAM
527
Grant Street Asset Management
Pennsylvania
$5.67M +$329K +4,852 +6%
BWM
528
Benchmark Wealth Management
Connecticut
$5.67M +$13.3K +196 +0.2%
RPGK
529
Retirement Planning Group (Kansas)
Kansas
$5.62M -$2.46M -36,284 -30%
DC
530
Davenport & Co
Virginia
$5.58M -$58.9K -868 -1%
JSC
531
Jackson Square Capital
California
$5.58M +$3.06M +45,076 +114%
SIA
532
Strategic Investment Advisors
Michigan
$5.55M +$421K +6,196 +8%
PWM
533
Perigon Wealth Management
California
$5.52M +$132K +1,940 +2%
RF
534
Robinswood Financial
Washington
$5.48M -$32.3K -476 -0.6%
WMA
535
William Mack & Associates
Michigan
$5.48M +$5.63M +82,916 New
BCM
536
Beaumont Capital Management
Massachusetts
$5.47M
CA
537
Continuum Advisory
Idaho
$5.47M +$27.4K +404 +0.5%
ACM
538
Advisors Capital Management
New Jersey
$5.45M +$8.69K +128 +0.2%
ST
539
Spinnaker Trust
Maine
$5.45M +$47.8K +704 +0.9%
CFG
540
Clayton Financial Group
Missouri
$5.45M +$162K +2,388 +3%
CWM
541
Centurion Wealth Management
Virginia
$5.42M +$14.1K +208 +0.3%
DWP
542
Destiny Wealth Partners
Florida
$5.42M +$116K +1,708 +2%
RWM
543
Refined Wealth Management
Utah
$5.41M -$38K -560 -0.7%
FA
544
FDx Advisors
Illinois
$5.36M +$3.1M +45,684 +129%
KCM
545
Kendall Capital Management
Maryland
$5.29M
BCWM
546
Bartlett & Co Wealth Management
Ohio
$5.29M -$191K -2,820 -3%
CA
547
Clune & Associates
Illinois
$5.28M +$5.43M +80,032 New
CWM
548
Calamos Wealth Management
Illinois
$5.28M +$5.7K +84 +0.1%
OSAM
549
O'Shaughnessy Asset Management
Connecticut
$5.28M +$2.14M +31,480 +65%
RWIA
550
Roger Wittlin Investment Advisory
California
$5.22M +$23.6K +348 +0.4%

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.