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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
LFA
1601
LifeGuide Financial Advisors
Pennsylvania
$360K
IAG
1602
Ipsen Advisor Group
Arkansas
$359K +$369K +5,440 New
CIA
1603
Cape Investment Advisory
Georgia
$359K +$89.6K +1,320 +32%
C1AG
1604
Client 1st Advisory Group
Florida
$359K
NSIM
1605
North Star Investment Management
Illinois
$359K +$8.96K +132 +2%
KOMWMG
1606
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$359K +$272 +4 +0.1%
SWP
1607
Strategic Wealth Partners
Ohio
$357K +$50K +736 +17%
CT
1608
Clearstead Trust
Maine
$357K
VC
1609
Vestor Capital
Illinois
$357K
Invesco
1610
Invesco
Georgia
$356K -$46.2K -680 -11%
OWMIAS
1611
One Wealth Management Investment & Advisory Services
Florida
$356K -$1.63K -24 -0.4%
CA
1612
CGN Advisors
Kansas
$356K -$95.6K -1,408 -21%
GS
1613
GWN Securities
Florida
$354K +$359K +5,284 New
MAA
1614
Matrix Asset Advisors
New York
$352K +$93.1K +1,372 +35%
PRI
1615
Prepared Retirement Institute
Pennsylvania
$351K +$272 +4 +0.1%
LCWP
1616
Legacy Capital Wealth Partners
Arkansas
$350K +$246K +3,628 +16%
AGP
1617
Aspire Growth Partners
Florida
$350K +$360K +5,300 New
FBC
1618
Fairfield, Bush & Co
Connecticut
$348K
CWMGO
1619
Capstone Wealth Management Group (Oregon)
Oregon
$347K +$357K +5,252 New
SWM
1620
Silverlake Wealth Management
Vermont
$347K -$166K -2,444 -32%
GWM
1621
Gibbs Wealth Management
Georgia
$346K +$50.5K +744 +17%
CPA
1622
Compass Planning Associates
Massachusetts
$345K +$355K +5,228 New
AWM
1623
Avaii Wealth Management
Wisconsin
$345K -$10.9K -160 -3%
TWA
1624
Trace Wealth Advisors
California
$343K +$353K +5,196 New
SSWM
1625
Smith Salley Wealth Management
North Carolina
$343K +$11.1K +164 +3%

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.