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
FA
1251
Fiduciary Alliance
South Carolina
$768K +$75.5K +1,112 +11%
PPC
1252
Pennington Partners & Co
Maryland
$767K +$789K +11,616 New
BW
1253
BIP Wealth
Georgia
$765K +$84.7K +1,248 +12%
GCA
1254
Gallagher Capital Advisors
Texas
$759K +$781K +11,500 New
BTWM
1255
Brass Tax Wealth Management
Ohio
$758K -$1.09K -16 -0.1%
HAS
1256
HBW Advisory Services
California
$758K -$89.3K -1,316 -10%
FIB
1257
First Interstate Bank
Montana
$756K +$27.4K +404 +4%
AI
1258
Accredited Investors
Minnesota
$756K -$92.3K -1,360 -11%
AA
1259
Aufman Associates
Pennsylvania
$755K +$2.99K +44 +0.4%
GP
1260
Geneva Partners
Wisconsin
$754K +$63K +928 +9%
VFPW
1261
Vantage Financial Partners (Wisconsin)
Wisconsin
$752K +$45.1K +664 +6%
BWA
1262
Bestgate Wealth Advisors
Maryland
$749K +$770K +11,340 New
FBFS
1263
First Business Financial Services
Wisconsin
$748K
SA
1264
Strategic Advisors
New York
$745K +$406K +5,976 +113%
SWM
1265
Selective Wealth Management
Virginia
$744K -$22.3K -328 -3%
FWP
1266
FAS Wealth Partners
Kansas
$743K -$1.63K -24 -0.2%
TIA
1267
Traphagen Investment Advisors
New Jersey
$743K -$128K -1,888 -14%
FB
1268
Fulton Bank
Pennsylvania
$737K -$10.3K -152 -1%
PWG
1269
Private Wealth Group
Florida
$734K -$13K -192 -2%
HKIMG
1270
Hutchens & Kramer Investment Management Group
Indiana
$732K +$28K +412 +4%
ACM
1271
Advance Capital Management
Michigan
$730K +$7.33K +108 +1%
GWAM
1272
Guardian Wealth Advisors (Minnesota)
Minnesota
$728K -$165K -2,424 -18%
RA
1273
Riverstone Advisors
Texas
$728K +$56.2K +828 +8%
AA
1274
Advisory Alpha
Michigan
$727K +$23.6K +348 +3%
PSCM
1275
Per Stirling Capital Management
Texas
$725K +$148K +2,176 +25%

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.