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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
SLT
726
St Louis Trust
Missouri
$3.03M -$123K -1,816 -4%
FPW
727
Flywheel Private Wealth
California
$3.03M +$3.11M +45,816 New
CFD
728
Creative Financial Designs
Indiana
$3M +$76.8K +1,132 +3%
HCP
729
Hexagon Capital Partners
Arkansas
$3M +$3.04M +44,836 +8,182%
OCM
730
Objective Capital Management
Ohio
$2.98M +$29.6K +436 +1%
NAS
731
NWF Advisory Services
California
$2.96M +$14.4K +212 +0.5%
AG
732
Advocate Group
Minnesota
$2.96M +$180K +2,656 +6%
SSWM
733
Sheets Smith Wealth Management
North Carolina
$2.95M -$31.2K -460 -1%
GWM
734
GoalFusion Wealth Management
Texas
$2.95M +$109K +1,604 +4%
DWAM
735
Duncan Williams Asset Management
Tennessee
$2.94M +$3.02M +44,488 New
LNWWM
736
Laird Norton Wetherby Wealth Management
California
$2.93M +$543 +8 +0%
Wealthfront Advisers
737
Wealthfront Advisers
California
$2.93M +$323K +4,760 +12%
SFWC
738
Strategic Family Wealth Counselors
New Jersey
$2.91M +$85.5K +1,260 +3%
RWP
739
Revolve Wealth Partners
New Jersey
$2.91M +$16K +236 +0.5%
EW
740
Evoke Wealth
California
$2.91M +$617K +9,084 +26%
MWM
741
Meridian Wealth Management
Kentucky
$2.91M +$301K +4,432 +11%
FFL
742
Financial Freedom LLC
Ohio
$2.9M +$29.1K +428 +1%
CWMS
743
Cannon Wealth Management Services
North Carolina
$2.9M +$318K +4,688 +12%
FFW
744
Fusion Family Wealth
New York
$2.9M +$7.6K +112 +0.3%
HCM
745
Howland Capital Management
Massachusetts
$2.88M +$401K +5,900 +16%
BMCM
746
Bryn Mawr Capital Management
Pennsylvania
$2.87M -$31K -456 -1%
TFA
747
TPG Financial Advisors
Oregon
$2.86M +$36.7K +540 +1%
ISFAN
748
Investor's Fiduciary Advisor Network
Washington
$2.86M +$2.94M +43,264 New
TDWM
749
Topel & Distasi Wealth Management
California
$2.85M -$202K -2,976 -6%
FFA
750
First Foundation Advisors
California
$2.85M -$29.1K -428 -1%

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.