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
DTC
1301
Davidson Trust Company
Washington
$680K +$89.6K +1,320 +15%
OAS
1302
Optivise Advisory Services
Tennessee
$679K +$34.8K +512 +5%
WB
1303
Webster Bank
Connecticut
$678K +$27.4K +404 +4%
WIC
1304
Willis Investment Counsel
Georgia
$678K +$79K +1,164 +13%
HFS
1305
Heritage Financial Services
Massachusetts
$677K +$25K +368 +4%
C
1306
Certuity
Florida
$677K -$14.4K -212 -2%
LW
1307
Libra Wealth
California
$675K -$19.3K -284 -3%
GIA
1308
Guyasuta Investment Advisors
Pennsylvania
$674K +$67.6K +996 +11%
MLL
1309
Moody Lynn & Lieberson
Massachusetts
$673K -$39.4K -580 -5%
SPW
1310
Sonoma Private Wealth
California
$673K -$7.6K -112 -1%
LRPA
1311
L. Roy Papp & Associates
Arizona
$671K +$87.7K +1,292 +15%
BB
1312
Berkshire Bank
Massachusetts
$671K +$690K +10,160 New
DAS
1313
Diversify Advisory Services
Utah
$671K +$1.9K +28 +0.3%
ONST
1314
Old North State Trust
North Carolina
$670K
PIM
1315
Penobscot Investment Management
Massachusetts
$669K +$15.5K +228 +2%
SC
1316
Slow Capital
California
$667K -$1.09K -16 -0.2%
GD
1317
Grandfield & Dodd
New York
$665K +$2.72K +40 +0.4%
TC
1318
TFR Capital
Texas
$665K +$684K +10,072 New
BFA
1319
Buttonwood Financial Advisors
Maryland
$665K +$272 +4 +0%
WG
1320
Welch Group
Alabama
$664K +$272 +4 +0%
RCA
1321
Ranch Capital Advisors
Florida
$664K -$15.2K -224 -2%
OC
1322
Optima Capital
Oregon
$660K +$679K +10,000 New
LDB
1323
Lee, Danner & Bass
Tennessee
$655K -$19K -280 -3%
DDC
1324
DF Dent & Co
Maryland
$652K -$17.7K -260 -3%
PEA
1325
Park Edge Advisors
Ohio
$651K +$272 +4 +0%

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.