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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
PAI
76
Pittenger & Anderson Inc
Nebraska
$68.4M +$1.25M +18,444 +2%
ST
77
Smithfield Trust
Pennsylvania
$68.2M -$1.35M -19,836 -2%
AWM
78
Axxcess Wealth Management
California
$66.9M +$75.2K +1,108 +0.1%
CAAS
79
Capital Asset Advisory Services
Michigan
$63.1M -$44.5K -656 -0.1%
NQWM
80
Northwest Quadrant Wealth Management
Oregon
$60M +$329K +4,848 +0.5%
PGFC
81
Peapack-Gladstone Financial Corp
New Jersey
$58.2M +$149K +2,188 +0.2%
AT
82
American Trust
Kentucky
$57.8M -$4.29M -63,196 -7%
SDWMA
83
Schneider Downs Wealth Management Advisors
Pennsylvania
$57.4M +$5.11M +75,304 +9%
PAG
84
Private Advisor Group
New Jersey
$55.1M -$572K -8,432 -1%
CCM
85
Coldstream Capital Management
Washington
$53.6M -$14.7M -216,184 -21%
PP
86
PDS Planning
Ohio
$53.5M +$868K +12,792 +2%
SWM
87
SilverOak Wealth Management
Minnesota
$53.5M +$1.64M +24,220 +3%
Comerica Bank
88
Comerica Bank
Texas
$52.3M +$1.05M +15,464 +2%
VVP
89
Venture Visionary Partners
Ohio
$52.3M +$1.25M +18,408 +2%
CI
90
CX Institutional
Indiana
$52.1M +$13.3M +196,276 +33%
CFG
91
Citizens Financial Group
Rhode Island
$51.1M +$3.37M +49,588 +7%
NYLIM
92
New York Life Investment Management
New York
$50M -$1.76M -25,872 -3%
FC
93
Fulcrum Capital
Washington
$47.6M +$1.04M +15,308 +2%
PRA
94
Pine Ridge Advisers
New York
$46.9M +$14.5M +213,200 +43%
SA
95
Sanctuary Advisors
Indiana
$46.9M +$1.92M +28,300 +4%
LIM
96
Leavell Investment Management
Alabama
$46.4M +$882K +12,988 +2%
P
97
&Partners
Tennessee
$45.8M +$16.2M +239,208 +53%
SI
98
Stephens Inc
Arkansas
$45.7M +$14.6M +215,068 +45%
Bessemer Group
99
Bessemer Group
New Jersey
$45M -$1.72M -25,268 -4%
AAP
100
Arax Advisory Partners
Colorado
$43.7M +$15.5M +228,164 +53%

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.