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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
BCA
751
Bay Colony Advisors
Massachusetts
$2.84M +$22.5K +332 +0.8%
PA
752
PFG Advisors
Arizona
$2.81M +$35.6K +524 +1%
Fiera Capital (Canada)
753
Fiera Capital (Canada)
Quebec, Canada
$2.81M
CWP
754
Cyndeo Wealth Partners
Florida
$2.8M +$76.6K +1,128 +3%
AMM
755
American Money Management
California
$2.8M -$37.7K -556 -1%
KF
756
Krilogy Financial
Missouri
$2.8M +$84.7K +1,248 +3%
CI
757
Conning Inc
Connecticut
$2.78M
BlackRock
758
BlackRock
New York
$2.78M +$536K +7,900 +23%
VBFP
759
Valtinson Bruner Financial Planning
Minnesota
$2.76M -$16.8K -248 -0.6%
ECG
760
Edge Capital Group
Georgia
$2.76M +$303K +4,464 +12%
EWA
761
Encompass Wealth Advisors
Oregon
$2.75M +$181K +2,672 +7%
RPCONE
762
Retirement Planning Company of New England
Rhode Island
$2.75M -$25.5K -376 -0.9%
CFA
763
CWS Financial Advisors
Michigan
$2.74M +$2.45M +36,032 +665%
CSB
764
City State Bank
Iowa
$2.73M +$128K +1,884 +5%
DSC
765
Duncker Streett & Co
Missouri
$2.71M -$121K -1,788 -4%
MPW
766
MGO Private Wealth
California
$2.7M -$103K -1,512 -4%
FT
767
Fiduciary Trust
Massachusetts
$2.7M +$14.1K +208 +0.5%
UB
768
UMB Bank
Missouri
$2.7M -$334K -4,920 -11%
TCA
769
Transcend Capital Advisors
New Jersey
$2.68M +$655K +9,652 +31%
FFN
770
Focus Financial Network
Minnesota
$2.67M -$67.9K -1,000 -2%
IC
771
IEQ Capital
California
$2.67M +$266K +3,920 +11%
JAA
772
Joel Adams & Associates
North Carolina
$2.67M +$2.75M +40,480 New
SSI
773
Scott & Selber Inc
Texas
$2.67M +$2.74M +40,408 New
PA
774
PFW Advisors
Georgia
$2.66M +$2.74M +40,332 New
FNT
775
First National Trust
Pennsylvania
$2.64M -$7.88K -116 -0.3%

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.