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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
RPWA
1576
Regent Peak Wealth Advisors
Georgia
$371K +$272 +4 +0.1%
PW
1577
Potentia Wealth
California
$370K +$380K +5,600 New
EFA
1578
Edge Financial Advisors
Illinois
$369K -$1.63K -24 -0.4%
EWM
1579
EPG Wealth Management
Georgia
$369K
AWA
1580
Aletheian Wealth Advisors
Washington
$368K -$85.3K -1,256 -18%
CPC
1581
CFC Planning Company
Indiana
$368K +$378K +5,572 New
LTL
1582
Lowery Thomas LLC
California
$367K +$1.36K +20 +0.4%
M
1583
MYeCFO
California
$367K +$70.6K +1,040 +23%
SFG
1584
Sunburst Financial Group
Alabama
$367K -$221K -3,248 -37%
FW
1585
Fairway Wealth
Ohio
$366K +$52.4K +772 +16%
GFL
1586
Granite FO LLC
New Hampshire
$366K
CFAM
1587
Center For Asset Management
Florida
$366K +$43.2K +636 +13%
1SB
1588
1ST Source Bank
Indiana
$365K +$29.9K +440 +9%
VNA
1589
Valley National Advisers
Pennsylvania
$365K -$12.2K -180 -3%
TFA
1590
Toth Financial Advisory
Virginia
$365K +$272 +4 +0.1%
FNBOMD
1591
First National Bank of Mount Dora
Florida
$365K
MPI
1592
Mairs & Power Inc
Minnesota
$364K
TGAM
1593
TBH Global Asset Management
Tennessee
$364K
BMD
1594
Better Money Decisions
New Mexico
$363K +$2.72K +40 +0.7%
AWA
1595
Alta Wealth Advisors
Massachusetts
$363K -$6.25K -92 -2%
BWL
1596
Bogart Wealth LLC
Virginia
$363K +$16K +236 +4%
WJA
1597
Willis Johnson & Associates
Texas
$363K -$23.1K -340 -6%
CSC
1598
Caldwell Sutter Capital
California
$362K -$1.36K -20 -0.4%
JWS
1599
Juncture Wealth Strategies
Arizona
$362K +$372K +5,484 New
FFWA
1600
FRG Family Wealth Advisors
Washington
$362K

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.