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Vanguard Mid-Cap ETF
VO

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: 207 → 233 (+26)

12% more capital invested

Capital invested by funds: $44.7B → $50.1B (+$5.34B)

11% more funds holding

Funds holding: 1,931 → 2,137 (+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

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$805M
2
Bank of America
Bank of America
North Carolina
+$132M
3
CIA
Choate Investment Advisors
Massachusetts
+$115M
4
Morgan Stanley
Morgan Stanley
New York
+$82M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$64.1M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$131M
2
MIS
Morningstar Investment Services
Illinois
-$76M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$53.7M
4
CWM
Connecticut Wealth Management
Connecticut
-$53.4M
5
Ameriprise
Ameriprise
Minnesota
-$29.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
1501
Lake Street Advisors Group
New Hampshire
$446K +$13.6K +200 +3%
AWM
1502
Avitas Wealth Management
California
$445K -$20.1K -296 -4%
VP
1503
Verum Partners
North Carolina
$445K +$1.09K +16 +0.2%
GFG
1504
Grantvest Financial Group
New Jersey
$443K +$456K +6,712 New
ICP
1505
Impact Capital Partners
Colorado
$442K +$455K +6,696 New
TCM
1506
Towneley Capital Management
California
$442K -$348K -5,128 -43%
EA
1507
Ellsworth Advisors
Ohio
$442K +$815 +12 +0.2%
SDH
1508
Sloy Dahl & Holst
Washington
$440K +$60.6K +892 +15%
HWM
1509
Heirloom Wealth Management
Colorado
$436K – – –
GHA
1510
Granite Harbor Advisors
Texas
$436K -$12.8K -188 -3%
MC
1511
Mathes Company
New York
$435K – – –
LA
1512
Lifeworks Advisors
Michigan
$435K +$7.06K +104 +2%
WCWM
1513
Willow Creek Wealth Management
California
$435K – – –
BWG
1514
Balanced Wealth Group
Ohio
$435K -$60K -884 -12%
RWA
1515
River Wealth Advisors
Pennsylvania
$434K -$11.4K -168 -2%
LCM
1516
Logan Capital Management
Pennsylvania
$434K +$272 +4 +0.1%
HR
1517
Hardy Reed
Mississippi
$433K – – –
CS
1518
Cannell & Spears
New York
$432K +$14.9K +220 +3%
NGA
1519
Naples Global Advisors
Florida
$429K -$266K -3,920 -38%
WI
1520
Westbourne Investments
Virginia
$428K +$440K +6,484 New
KW
1521
Keyvantage Wealth
Pennsylvania
$428K +$440K +6,476 New
BFG
1522
Berger Financial Group
Minnesota
$427K +$29.9K +440 +7%
RFN
1523
Redwood Financial Network
Ohio
$424K -$20.9K -308 -5%
CPW
1524
Cove Private Wealth
New York
$423K – – –
AIC
1525
Allodium Investment Consultants
Minnesota
$422K +$434K +6,396 New
59 60
61
62 63

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.