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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
DFG
1426
Delta Financial Group
New Jersey
$517K +$531K +7,824 New
MCM
1427
Magnolia Capital Management
New York
$515K
BB
1428
Busey Bank
Illinois
$514K -$99.4K -1,464 -16%
MWP
1429
Meridian Wealth Partners
Pennsylvania
$512K -$17.1K -252 -3%
WC
1430
Waterloo Capital
Texas
$511K -$285K -4,192 -35%
TSWM
1431
Tyler-Stone Wealth Management
Ohio
$511K
NSAM
1432
North Star Asset Management
Wisconsin
$508K +$20.6K +304 +4%
AWP
1433
Astra Wealth Partners
New Jersey
$508K +$522K +7,696 New
SFGP
1434
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$506K +$520K +7,664 New
EAM
1435
Empirical Asset Management
Massachusetts
$505K -$16.3K -240 -3%
CAP
1436
Columbia Advisory Partners
Washington
$505K +$519K +7,644 New
JCM
1437
Jacobi Capital Management
Pennsylvania
$504K +$91.5K +1,348 +21%
MIG
1438
McGuire Investment Group
Rhode Island
$502K +$22.5K +332 +5%
DCM
1439
DGS Capital Management
New Jersey
$501K -$44.5K -656 -8%
UL
1440
Unionview LLC
Washington
$499K -$15.8K -232 -3%
EPP
1441
ETF Portfolio Partners
Kansas
$498K +$55.4K +816 +12%
SNBOSD
1442
Security National Bank of So Dak
Iowa
$497K +$8.15K +120 +2%
GGS
1443
Galvin Gaustad & Stein
Arizona
$496K +$10.6K +156 +2%
NPT
1444
Nixon Peabody Trust
Massachusetts
$494K -$40.7K -600 -7%
SWM
1445
SFG Wealth Management
Maryland
$493K -$16K -236 -3%
BFS
1446
Burkett Financial Services
South Carolina
$493K -$11.4K -168 -2%
CWM
1447
Copia Wealth Management
Oregon
$492K +$506K +7,452 New
SFP
1448
Sterling Financial Planning
New Jersey
$491K -$3.8K -56 -0.7%
AG
1449
Ascent Group
Virginia
$490K -$70.1K -1,032 -12%
RFP
1450
Root Financial Partners
California
$488K +$502K +7,392 New

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.