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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
MCA
1476
Midwest Capital Advisors
Michigan
$469K +$482K +7,104 New
FWP
1477
Falcon Wealth Planning
California
$468K -$131K -1,924 -21%
FPGK
1478
Financial Partners Group (Kansas)
Kansas
$467K +$1.9K +28 +0.4%
RW
1479
RVW Wealth
California
$467K
BCA
1480
Bay Capital Advisors
Virginia
$467K +$480K +7,072 New
NCM
1481
Next Capital Management
New York
$466K +$479K +7,052 New
TFF
1482
The Family Firm
Maryland
$465K +$1.63K +24 +0.3%
VIPI
1483
Vista Investment Partners II
Indiana
$465K +$478K +7,044 New
HIGP
1484
Hill Investment Group Partners
Missouri
$464K +$477K +7,028 New
CAAM
1485
Cornerstone Advisors Asset Management
Pennsylvania
$464K +$477K +7,028 New
CFMC
1486
Curbstone Financial Management Corp
New Hampshire
$462K
ITIM
1487
Indiana Trust & Investment Management
Indiana
$461K
CAG
1488
Compass Advisory Group
New York
$461K
Russell Investments Group
1489
Russell Investments Group
United Kingdom
$460K +$54.6K +804 +13%
NBT
1490
Northwest Bank & Trust
Iowa
$459K -$3.26K -48 -0.7%
JPLA
1491
Joseph P. Lucia & Associates
New York
$456K
GIA
1492
GHP Investment Advisors
Colorado
$455K +$29.1K +428 +7%
CPC
1493
Consolidated Planning Corp
Georgia
$454K -$150K -2,204 -24%
APA
1494
Astoria Portfolio Advisors
New York
$453K +$461K +6,792 New
RMDI
1495
R.M. Davis Inc
Maine
$453K +$228K +3,364 +96%
WAM
1496
WNY Asset Management
New York
$452K +$8.96K +132 +2%
CCA
1497
Cora Capital Advisors
New Jersey
$451K +$54.3K +800 +13%
TWM
1498
Topsail Wealth Management
North Carolina
$449K +$462K +6,804 New
SWRP
1499
Summit Wealth & Retirement Planning
California
$449K
WF
1500
Womack Financial
Texas
$447K +$459K +6,768 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.