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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
AIM
1451
Athena Investment Management
California
$486K
JWM
1452
JPL Wealth Management
Colorado
$485K +$499K +7,348 New
CCT
1453
Capital City Trust
Florida
$485K -$30.7K -452 -6%
LKBC
1454
L.K. Benson & Company
Maryland
$485K +$498K +7,340 New
SWM
1455
SpringVest Wealth Management
Texas
$485K +$499K +7,344 New
UF
1456
Univest Financial
Pennsylvania
$484K +$21.7K +320 +5%
WP
1457
Westmount Partners
California
$483K -$3.8K -56 -0.8%
AGWCA
1458
Annis Gardner Whiting Capital Advisors
Florida
$483K -$1.63K -24 -0.3%
NA
1459
Novus Advisors
South Carolina
$480K +$493K +7,268 New
RWML
1460
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$480K +$3.53K +52 +0.7%
BWM
1461
Birchcreek Wealth Management
Ohio
$479K -$4.62K -68 -0.9%
TI
1462
Tidal Investments
Wisconsin
$479K -$2.15M -31,692 -81%
TWC
1463
TD Waterhouse Canada
Ontario, Canada
$478K -$8.15K -120 -2%
IAG
1464
Investment Advisory Group
Massachusetts
$478K +$3.8K +56 +0.8%
RIP
1465
RAM Investment Partners
Washington
$477K +$226K +3,328 +85%
NFP
1466
NorthLanding Financial Partners
New York
$477K +$4.62K +68 +0.9%
PMG
1467
Private Management Group
California
$476K -$30.1K -444 -6%
FWCM
1468
Ferguson Wellman Capital Management
Oregon
$475K
SI
1469
Saxon Interests
Texas
$475K +$272 +4 +0.1%
TCM
1470
Tradewinds Capital Management
Washington
$475K +$33.9K +500 +7%
SRWM
1471
Shira Ridge Wealth Management
California
$473K
LOPW
1472
Live Oak Private Wealth
North Carolina
$473K +$91K +1,340 +23%
WP
1473
WealthShield Partners
North Carolina
$471K -$83.6K -1,232 -15%
AWA
1474
Acorn Wealth Advisors
Michigan
$470K +$72.8K +1,072 +18%
SBF
1475
Sara-Bay Financial
Florida
$470K +$12.5K +184 +3%

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.