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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
PSF
1401
Pacific Sun Financial
California
$545K +$24.7K +364 +5%
LWM
1402
Lyell Wealth Management
California
$543K
BIAS
1403
Beacon Investment Advisory Services
New Jersey
$542K
OWA
1404
Octavia Wealth Advisors
Ohio
$539K +$21.7K +320 +4%
WTFG
1405
Wells Trecaso Financial Group
Ohio
$538K
PAM
1406
Palisade Asset Management
Minnesota
$538K
RDWM
1407
Red Door Wealth Management
Tennessee
$537K +$22.5K +332 +4%
MSAM
1408
Moloney Securities Asset Management
Missouri
$536K -$132K -1,948 -19%
MAG
1409
Mayfair Advisory Group
Alabama
$535K
FA
1410
FC Advisory
Pennsylvania
$534K -$81.7K -1,204 -13%
GWM
1411
GSB Wealth Management
Connecticut
$534K +$4.07K +60 +0.7%
CAM
1412
Clark Asset Management
New Hampshire
$534K +$1.09K +16 +0.2%
FBT
1413
First Bank & Trust
South Dakota
$533K +$83.4K +1,228 +18%
CNTOF
1414
Canandaigua National Trust of Florida
New York
$533K +$24.2K +356 +5%
WTB
1415
Washington Trust Bank
Washington
$533K +$100K +1,480 +22%
MFGM
1416
Marshall Financial Group (Maryland)
Maryland
$531K +$1.9K +28 +0.3%
CF
1417
Claris Financial
Virginia
$529K +$544K +8,008 New
RFN
1418
RDA Financial Network
Iowa
$523K -$7.88K -116 -1%
OFG
1419
Orcam Financial Group
California
$522K +$28.8K +424 +6%
EFN
1420
Equita Financial Network
Pennsylvania
$522K +$1.63K +24 +0.3%
CF
1421
Centaurus Financial
California
$521K +$52.7K +776 +11%
SWP
1422
SIMA Wealth Partners
Virginia
$521K -$543 -8 -0.1%
HWM
1423
Howard Wealth Management
Connecticut
$520K +$52.7K +776 +11%
PWW
1424
Pettyjohn Wood & White
Virginia
$520K +$272 +4 +0.1%
SFO
1425
Stokes Family Office
Louisiana
$518K +$34.8K +512 +7%

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.