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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
CFB
51
Cullen/Frost Bankers
Texas
$106M +$1.14M +16,756 +1%
JIC
52
Joel Isaacson & Co
New York
$101M +$4.83M +71,144 +5%
IPW
53
Invictus Private Wealth
Colorado
$98.4M +$2.55M +37,628 +3%
CAM
54
Cresset Asset Management
Illinois
$97.9M -$1.17M -17,296 -1%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$96.6M -$674K -9,924 -0.7%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$93.9M -$5.48M -80,752 -5%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$92.8M +$2.87M +42,208 +3%
FSWA
58
Financial Synergies Wealth Advisors
Texas
$92.3M +$1.25M +18,444 +1%
AssetMark Inc
59
AssetMark Inc
California
$90.2M +$6.58M +96,972 +8%
CPIG
60
Chicago Partners Investment Group
Illinois
$89.8M +$1.67M +24,576 +2%
MML Investors Services
61
MML Investors Services
Massachusetts
$89M -$153K -2,252 -0.2%
CIAS
62
CBIZ Investment Advisory Services
Ohio
$87.9M +$1.05M +15,536 +1%
TNBTD
63
Trustmark National Bank Trust Department
Mississippi
$86.9M +$6.99M +102,984 +8%
LFG
64
Larson Financial Group
Missouri
$86M -$8.61M -126,880 -9%
BFG
65
Bleakley Financial Group
New Jersey
$85.5M -$12.2M -180,208 -12%
NPT
66
National Philanthropic Trust
Pennsylvania
$78.8M +$9.53M +140,396 +13%
Corient Private Wealth
67
Corient Private Wealth
Florida
$76.8M -$17.4M -256,368 -15%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$76.4M -$6.02M -88,652 -7%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$74.5M +$536K +7,892 +0.7%
EH
70
Equitable Holdings
New York
$74.5M +$3.21M +47,240 +4%
KAS
71
Kestra Advisory Services
Texas
$70.8M -$14.9M -219,648 -17%
CTC
72
Central Trust Company
Missouri
$70.8M -$122K -1,796 -0.2%
NFG
73
Nadler Financial Group
Illinois
$70.3M +$653K +9,612 +0.9%
NA
74
NewEdge Advisors
Louisiana
$70.1M +$9.54M +140,452 +15%
OAM
75
Oppenheimer Asset Management
New York
$69.5M +$1.54M +22,664 +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.