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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
DI
1326
Disciplined Investments
Oklahoma
$649K +$204K +3,000 +44%
DI
1327
Diligent Investors
California
$649K
HCMG
1328
Howard Capital Management Group
California
$648K
CQWA
1329
Chokshi & Queen Wealth Advisors
California
$648K +$666K +9,808 New
APP
1330
Avantax Planning Partners
Iowa
$647K -$58.7K -864 -8%
EBA
1331
Eagle Bay Advisors
New York
$646K
WCM
1332
WealthTrak Capital Management
Virginia
$645K +$663K +9,764 New
FWI
1333
Facet Wealth Inc
Maryland
$645K +$185K +2,732 +41%
VFIC
1334
Valley Forge Investment Consultants
Pennsylvania
$644K +$6.25K +92 +1%
VAF
1335
Values Added Financial
District of Columbia
$643K +$171K +2,512 +35%
BWP
1336
BSW Wealth Partners
Colorado
$643K +$50.2K +740 +8%
KHCM
1337
Kirtland Hills Capital Management
Ohio
$638K +$120K +1,768 +22%
BWM
1338
Baron Wealth Management
Michigan
$638K +$815 +12 +0.1%
EWS
1339
Eagle Wealth Strategies
New Jersey
$637K -$18.2K -268 -3%
BFM
1340
Boston Financial Management
Massachusetts
$636K -$10.9K -160 -2%
NWMP
1341
Noble Wealth Management PBC
Colorado
$636K +$653K +9,624 New
GK
1342
Graney & King
New York
$628K +$646K +9,516 New
BC
1343
Bakala Capital
South Carolina
$625K +$2.44K +36 +0.4%
KCP
1344
Kera Capital Partners
California
$623K +$640K +9,432 New
AIFAIM
1345
American Institute for Advanced Investment Management
Arizona
$623K -$31.2K -460 -5%
CAMG
1346
CWA Asset Management Group
Florida
$622K +$272 +4 +0%
MC
1347
Moors & Cabot
Massachusetts
$618K +$111K +1,632 +21%
JCM
1348
J2 Capital Management
Michigan
$618K +$635K +9,356 New
GSF
1349
Grove Street Fiduciary
New Hampshire
$617K +$635K +9,348 New
LRIA
1350
Leonard Rickey Investment Advisors
Washington
$615K -$13.8K -204 -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.