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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
GC
1376
Guidance Capital
Kentucky
$570K +$559K +8,228 New
CCA
1377
Cobblestone Capital Advisors
New York
$570K +$334K +4,916 +132%
FCH
1378
Freestone Capital Holdings
Washington
$568K -$172K -2,532 -23%
MWA
1379
Moser Wealth Advisors
Washington
$568K -$35.3K -520 -6%
JSW
1380
Journey Strategic Wealth
New Jersey
$568K +$8.15K +120 +1%
RIG
1381
RiverFront Investment Group
Virginia
$567K +$583K +8,592 New
FNWM
1382
Financial Network Wealth Management
Utah
$567K +$50.2K +740 +9%
DPI
1383
Diversified Portfolios Inc
Michigan
$567K -$6.52K -96 -1%
FF
1384
Francis Financial
$565K -$19K -280 -3%
EAM
1385
Everstar Asset Management
North Carolina
$564K -$8.96K -132 -2%
OW
1386
Olistico Wealth
Oklahoma
$563K +$272 +4 +0%
GSIS
1387
Global Strategic Investment Solutions
Arizona
$561K +$9.23K +136 +2%
AFG
1388
ABLE Financial Group
Arizona
$561K -$2.17K -32 -0.4%
PFWA
1389
Paces Ferry Wealth Advisors
Georgia
$560K
WCM
1390
Winebrenner Capital Management
Kentucky
$558K +$574K +8,456 New
FA
1391
Financial Alternatives
California
$557K
TNA
1392
True North Advisors
Texas
$556K +$351K +5,168 +159%
HA
1393
Huntleigh Advisors
Missouri
$551K +$566K +8,340 New
STB
1394
S&T Bank
Pennsylvania
$551K -$8.42K -124 -1%
TWM
1395
Trueblood Wealth Management
Ohio
$551K +$154K +2,264 +37%
UIM
1396
Unified Investment Management
Georgia
$550K +$565K +8,324 New
NA
1397
Nautilus Advisors
California
$546K +$562K +8,276 New
EFG
1398
Ehrlich Financial Group
California
$546K -$15.8K -232 -3%
AWM
1399
Accel Wealth Management
Iowa
$546K +$815 +12 +0.1%
LWM
1400
Lodestone Wealth Management
Washington
$545K +$1.36K +20 +0.2%

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.