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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
W
126
Wealthquest
Ohio
$33.5M +$979K +14,428 +3%
FW
127
Fidato Wealth
Ohio
$32.5M +$699K +10,292 +2%
TPW
128
TL Private Wealth
Texas
$32.4M -$750K -11,044 -2%
Focus Partners Wealth
129
Focus Partners Wealth
Massachusetts
$32M -$131M -1,930,072 -80%
AM
130
AGF Management
Ontario, Canada
$32M +$169K +2,484 +0.5%
GT
131
Glenmede Trust
Pennsylvania
$31.9M +$325K +4,784 +1%
BBA
132
BLB&B Advisors
Pennsylvania
$31.4M -$216K -3,184 -0.7%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$30.9M +$2.1M +30,992 +7%
CSIA
134
Conrad Siegel Investment Advisors
Pennsylvania
$30.9M +$58.4K +860 +0.2%
QC
135
Quadrature Capital
United Kingdom
$30.8M +$31.7M +466,800 New
BF
136
Blankinship & Foster
California
$30.8M +$1.23M +18,068 +4%
PL
137
Pandi LLC
Kansas
$30.6M +$31.5M +463,472 New
SWP
138
Sagespring Wealth Partners
Tennessee
$29.7M +$30.6M +450,256 New
SAM
139
SP Asset Management
California
$29.6M -$39.1K -576 -0.1%
AAS
140
Avantax Advisory Services
Texas
$29.5M +$1.13M +16,620 +4%
BFG
141
Bouchey Financial Group
New York
$29.5M +$2.33M +34,272 +8%
Northern Trust
142
Northern Trust
Illinois
$29.4M +$1.75M +25,844 +6%
AF
143
Arrow Financial
New York
$29.3M -$1.39M -20,452 -4%
First Manhattan
144
First Manhattan
New York
$28.9M +$167K +2,464 +0.6%
ATPW
145
Ashton Thomas Private Wealth
Arizona
$28.8M +$980K +14,440 +3%
William Blair & Company
146
William Blair & Company
Illinois
$28.3M +$1.43M +21,088 +5%
Lido Advisors
147
Lido Advisors
California
$28.2M +$10.2M +150,180 +54%
EA
148
Enclave Advisors
Texas
$28.2M +$3.31M +48,692 +13%
MCM
149
MAI Capital Management
Ohio
$28.1M +$4.2M +61,840 +17%
DIP
150
DT Investment Partners
Pennsylvania
$27.7M -$1.89M -27,824 -6%

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.