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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
FFC
651
First Financial Corp
Indiana
$3.76M +$727K +10,712 +23%
FCM
652
Fogel Capital Management
Florida
$3.76M +$21.5K +316 +0.6%
FPWM
653
Five Pine Wealth Management
Idaho
$3.74M +$3.84M +56,632 New
PVI
654
Pine Valley Investments
New Jersey
$3.74M +$1.39M +20,468 +57%
RCWM
655
Red Crane Wealth Management
California
$3.72M +$3.83M +56,408 New
WS
656
Wedbush Securities
California
$3.72M +$1.42M +20,964 +59%
MPCL
657
My Personal CFO LLC
Washington
$3.71M +$673K +9,916 +21%
VCA
658
Verdence Capital Advisors
Maryland
$3.71M +$578K +8,516 +18%
LA
659
Legacy Advisors
Pennsylvania
$3.71M -$45.9K -676 -1%
GWMR
660
GC Wealth Management RIA
Massachusetts
$3.7M +$326K +4,804 +9%
LSA
661
Lion Street Advisors
Texas
$3.7M +$389K +5,736 +11%
PFG
662
Pinnacle Financial Group
Illinois
$3.68M +$529K +7,796 +16%
BBWP
663
Beacon Bridge Wealth Partners
Pennsylvania
$3.66M -$85.5K -1,260 -2%
BSSFA
664
Baron Silver Stevens Financial Advisors
Florida
$3.64M +$14.7K +216 +0.4%
GWM
665
Greenwich Wealth Management
Connecticut
$3.64M +$32.6K +480 +0.9%
MSWA
666
Marshall & Sterling Wealth Advisors
New York
$3.63M +$3.74M +55,048 New
LFAS
667
Level Four Advisory Services
Texas
$3.63M +$142K +2,088 +4%
SBH
668
Segall Bryant & Hamill
Illinois
$3.63M -$155K -2,276 -4%
WMG
669
WESCAP Management Group
California
$3.62M +$22.8K +336 +0.6%
FHA
670
Flagship Harbor Advisors
Massachusetts
$3.61M +$38.3K +564 +1%
AWA
671
Adapt Wealth Advisors
Georgia
$3.61M -$36.7K -540 -1%
PW
672
Peninsula Wealth
California
$3.58M +$15.8K +232 +0.4%
VCWM
673
Vista Cima Wealth Management
Arizona
$3.57M +$3.67M +54,060 New
VIA
674
Vickerman Investment Advisors
Washington
$3.57M -$91.5K -1,348 -2%
ACA
675
Aptus Capital Advisors
Alabama
$3.55M +$1.08M +15,856 +42%

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.