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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
SMA
551
Sage Mountain Advisors
Georgia
$5.21M +$486K +7,156 +10%
RA
552
RFG Advisory
Alabama
$5.21M -$325K -4,780 -6%
TAM
553
Titleist Asset Management
Texas
$5.19M +$3.74M +55,080 +234%
MWM
554
Merriman Wealth Management
Washington
$5.16M -$179K -2,640 -3%
DBRC
555
D.B. Root & Company
Pennsylvania
$5.14M +$5.29M +77,900 New
SC
556
Scotia Capital
Ontario, Canada
$5.14M -$8.15K -120 -0.2%
MA
557
Mutual Advisors
Nebraska
$5.13M -$454K -6,684 -8%
SIM
558
Stratos Investment Management
Ohio
$5.13M -$77.9K -1,148 -1%
MA
559
Marquette Associates
Illinois
$5.08M +$179K +2,640 +4%
GA
560
GFS Advisors
Texas
$5.05M +$5.2M +76,540 New
SG
561
StoneX Group
New York
$5.04M +$5.19M +76,392 New
KWMG
562
King Wealth Management Group
Florida
$5.01M +$616K +9,072 +14%
BP
563
BBR Partners
New York
$5.01M +$4.89K +72 +0.1%
RIA
564
Regal Investment Advisors
Michigan
$5M -$751K -11,064 -13%
LC
565
Lindbrook Capital
California
$4.99M -$48.9K -720 -0.9%
FLI
566
Family Legacy Inc
South Carolina
$4.96M -$7.33K -108 -0.1%
SIA
567
Spectrum Investment Advisors
Wisconsin
$4.93M +$130K +1,912 +3%
GG
568
Gleason Group
Kentucky
$4.89M +$20.4K +300 +0.4%
MFWM
569
Motley Fool Wealth Management
Virginia
$4.85M +$299K +4,400 +6%
PFGIA
570
Patriot Financial Group Insurance Agency
Massachusetts
$4.85M +$94K +1,384 +2%
SAM
571
S.A. Mason
Michigan
$4.83M -$11.1K -164 -0.2%
MFIMFI
572
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.81M -$487K -7,168 -9%
SW
573
SVB Wealth
Massachusetts
$4.79M +$4.92M +72,528 New
HIM
574
Hanlon Investment Management
New Jersey
$4.77M -$281K -4,132 -5%
AIA
575
Accelerate Investment Advisors
California
$4.77M +$237K +3,496 +5%

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.