We are live on ! Find out more
VO icon

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
NHT
101
New Hampshire Trust
New Hampshire
$43.4M +$1.42M +20,932 +3%
AFG
102
Arkansas Financial Group
Arkansas
$43.3M -$1.58M -23,244 -3%
NW
103
NewEdge Wealth
Pennsylvania
$42.9M -$1.18M -17,436 -3%
TTWM
104
TCV Trust & Wealth Management
Virginia
$42.3M -$102K -1,496 -0.2%
PCTC
105
Perkins Coie Trust Company
Washington
$42.1M -$715K -10,532 -2%
RWMH
106
Riverpoint Wealth Management Holdings
Illinois
$41.6M -$400K -5,896 -0.9%
BFPW
107
BOK Financial Private Wealth
Colorado
$40.8M -$1.49M -21,956 -3%
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$40.2M +$2.6M +38,312 +7%
SPIA
109
Steward Partners Investment Advisory
New York
$39.7M +$1.62M +23,880 +4%
KIM
110
Kestra Investment Management
Texas
$39.7M +$3.28M +48,288 +9%
BMC
111
Bear Mountain Capital
Washington
$39.4M -$622K -9,156 -2%
G
112
GenTrust
Florida
$39.2M +$1.03M +15,244 +3%
ABC
113
Associated Banc-Corp
Wisconsin
$37.4M +$2.85M +41,916 +8%
HWA
114
Heartwood Wealth Advisors
Virginia
$37.3M +$401K +5,904 +1%
EI
115
Ellevest Inc
New York
$37.2M -$726K -10,700 -2%
SILC
116
Starr Indemnity & Liability Company
New York
$37M +$38.1M +560,640 New
RFC
117
Regions Financial Corp
Alabama
$37M -$232K -3,420 -0.6%
IA
118
IFC Advisors
California
$36.7M +$37.7M +555,564 New
CIC
119
Cutler Investment Counsel
Oregon
$36.2M +$2.78M +41,020 +8%
US Bancorp
120
US Bancorp
Minnesota
$36.1M -$50.8K -748 -0.1%
SC
121
Stephens Consulting
Michigan
$36M +$290K +4,268 +0.8%
DWM
122
Dechtman Wealth Management
Colorado
$35.6M +$1.68M +24,728 +5%
PLU
123
Performa Ltd (US)
South Carolina
$35.1M +$3.56M +52,412 +11%
BI
124
Ballast Inc
Kentucky
$34.3M -$235K -3,460 -0.7%
MAM
125
Marquette Asset Management
Minnesota
$33.5M -$777K -11,444 -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.