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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
RWP
601
RWA Wealth Partners
Massachusetts
$4.32M +$456K +6,716 +11%
PTC
602
Philadelphia Trust Company
Pennsylvania
$4.32M
CCAM
603
Cascades Capital Asset Management
North Carolina
$4.31M +$518K +7,632 +13%
AP
604
Americana Partners
Texas
$4.3M -$5.3M -78,016 -54%
VW
605
Veridan Wealth
Oregon
$4.3M +$4.25M +62,664 New
RA
606
Rockingstone Advisors
Massachusetts
$4.3M +$199K +2,924 +5%
FWIA
607
Fort Washington Investment Advisors
Ohio
$4.29M -$130K -1,916 -3%
FGA
608
Fortis Group Advisors
New Jersey
$4.27M -$78.5K -1,156 -2%
IWB
609
Innovative Wealth Building
Maryland
$4.27M +$4.39M +64,624 New
G
610
Gainplan
Michigan
$4.26M -$99.4K -1,464 -2%
MWM
611
Modern Wealth Management
Kansas
$4.24M -$139K -2,052 -3%
GAM
612
Grandview Asset Management
Pennsylvania
$4.24M +$4.35M +64,132 New
RIM
613
RW Investment Management
Idaho
$4.21M -$82.3K -1,212 -2%
WBCM
614
Wilson & Boucher Capital Management
California
$4.2M +$133K +1,960 +3%
SCP
615
Silverleafe Capital Partners
Tennessee
$4.2M +$1.04M +15,280 +32%
AWA
616
Arete Wealth Advisors
Illinois
$4.19M +$2.04M +30,104 +90%
FGWP
617
Founders Grove Wealth Partners
Virginia
$4.19M +$4.31M +63,508 New
AF
618
Advisornet Financial
Minnesota
$4.16M +$505K +7,444 +13%
FWS
619
FinDec Wealth Services
California
$4.1M -$978K -14,408 -19%
MWM
620
MY Wealth Management
Maryland
$4.1M -$20.9K -308 -0.5%
BPC
621
Bearing Point Capital
Minnesota
$4.09M +$4.21M +61,972 New
MAG
622
Mokosak Advisory Group
Iowa
$4.07M -$82.6K -1,216 -2%
Legacy Financial Group (Iowa)
623
Legacy Financial Group (Iowa)
Iowa
$4.07M -$283K -4,172 -6%
SL
624
Salomon & Ludwin
Virginia
$4.06M -$92.9K -1,368 -2%
FVWA
625
Foster Victor Wealth Advisors
South Carolina
$4.05M -$182K -2,680 -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.