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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
BOJHT
1551
Bank of Jackson Hole Trust
Wyoming
$400K +$411K +6,060 New
SWA
1552
Serenus Wealth Advisors
California
$400K +$411K +6,056 New
GG
1553
Greenwood Gearhart
Arkansas
$397K +$408K +6,012 New
AWA
1554
Aaron Wealth Advisors
Illinois
$396K
KFSN
1555
Keystone Financial Services (Nebraska)
Nebraska
$396K +$407K +5,996 New
PFBT
1556
Parkside Financial Bank & Trust
Missouri
$396K +$31.8K +468 +8%
VWA
1557
VERITY Wealth Advisors
United States
$396K +$1.36K +20 +0.3%
DA
1558
Detalus Advisors
Missouri
$394K -$13K -192 -3%
HCP
1559
Hardin Capital Partners
South Carolina
$389K -$2.17K -32 -0.5%
WA
1560
Wealthstream Advisors
New York
$384K +$1.36K +20 +0.3%
AMCA
1561
Arthur M. Cohen & Associates
Illinois
$383K
SB
1562
Sunflower Bank
Texas
$383K
FFG
1563
Fortem Financial Group
California
$382K +$16.3K +240 +4%
IPA
1564
Investment Planning Advisors
Georgia
$380K +$126K +1,852 +47%
NWMG
1565
National Wealth Management Group
Ohio
$380K +$26.9K +396 +7%
SWM
1566
Stockman Wealth Management
Montana
$378K +$10.9K +160 +3%
CA
1567
Claro Advisors
Massachusetts
$378K -$15.8K -232 -4%
TVWM
1568
Tower View Wealth Management
Wisconsin
$375K +$1.36K +20 +0.4%
FFA
1569
Founders Financial Alliance
North Carolina
$375K +$9.23K +136 +2%
AC
1570
Avestar Capital
New York
$374K +$385K +5,668 New
PCG
1571
Prosperity Consulting Group
Maryland
$373K +$172K +2,528 +81%
CWA
1572
Canvas Wealth Advisors
Kansas
$373K +$8.69K +128 +2%
MCG
1573
McCollum Christoferson Group
New York
$372K
WCP
1574
Wealthcare Capital Partners
Pennsylvania
$371K +$382K +5,624 New
PAG
1575
Powers Advisory Group
Illinois
$371K +$63K +928 +20%

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.