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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
BWM
626
BCGM Wealth Management
Indiana
$4.05M -$16.3K -240 -0.4%
EIG
627
Ellenbecker Investment Group
Wisconsin
$4.03M -$82.3K -1,212 -2%
VCP
628
Verus Capital Partners
Arizona
$4.02M +$42.4K +624 +1%
GCA
629
Gradient Capital Advisors
California
$4.01M +$100K +1,480 +2%
HWA
630
Hilltop Wealth Advisors
North Carolina
$4.01M -$64.1K -944 -2%
GWANC
631
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.01M -$50K -736 -1%
MMA
632
Miracle Mile Advisors
California
$3.99M -$412K -6,064 -9%
CCB
633
Country Club Bank
Missouri
$3.95M +$210K +3,092 +5%
WSFS
634
Wilmington Savings Fund Society
Delaware
$3.93M +$952K +14,028 +31%
SCA
635
Snowden Capital Advisors
New York
$3.9M +$351K +5,168 +10%
AA
636
Alesco Advisors
New York
$3.9M -$18.7K -276 -0.5%
CM
637
Cornerstone Management
Georgia
$3.89M +$4M +58,968 New
EWM
638
Evercore Wealth Management
New York
$3.89M -$266K -3,920 -6%
FTS
639
Fifth Third Securities
Ohio
$3.88M +$136K +1,996 +4%
FAP
640
Financial Advisory Partners
Florida
$3.85M +$97.8K +1,440 +3%
MFT
641
Moisand Fitzgerald Tamayo
Florida
$3.85M -$102K -1,500 -3%
SEIA
642
Signature Estate & Investment Advisors
California
$3.84M +$157K +2,316 +4%
HA
643
Hofer & Associates
California
$3.84M -$3.8K -56 -0.1%
JWBC
644
John W. Brooker & Co
California
$3.83M -$128K -1,884 -3%
CWM
645
Cornerstone Wealth Management
Missouri
$3.83M +$279K +4,108 +8%
CCA
646
Conservest Capital Advisors
Pennsylvania
$3.81M -$139K -2,052 -3%
VFA
647
Valeo Financial Advisors
Indiana
$3.81M +$257K +3,780 +7%
FC
648
Fjell Capital
North Dakota
$3.78M +$3.88M +57,208 New
AWM
649
AE Wealth Management
Kansas
$3.77M -$4.71M -69,380 -55%
PIFP
650
Partners in Financial Planning
Virginia
$3.77M +$9.23K +136 +0.2%

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.