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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
CIA
1626
Compass Investment Advisers
Oregon
$343K +$352K +5,188 New
CSWM
1627
Cassady Schiller Wealth Management
Ohio
$342K -$1.63K -24 -0.5%
RMP
1628
Richards, Merrill & Peterson
Washington
$342K +$352K +5,180 New
FFG
1629
Fiduciary Financial Group
California
$341K – – –
SFC
1630
SYM Financial Corp
Indiana
$341K +$25.8K +380 +8%
GPW
1631
Genesis Private Wealth
Virginia
$340K +$350K +5,152 New
MWP
1632
Madison Wealth Partners
Wisconsin
$340K +$5.97K +88 +2%
FCT
1633
First Community Trust
Iowa
$339K +$1.09K +16 +0.3%
MA
1634
MKT Advisors
California
$339K +$815 +12 +0.2%
FAT
1635
First American Trust
California
$339K – – –
MCM
1636
Morton Capital Management
California
$339K – – –
PCM
1637
Penn Capital Management
Pennsylvania
$338K +$127K +1,876 +58%
AA
1638
Argent Advisors
Louisiana
$337K +$11.4K +168 +3%
HWP
1639
Hibernia Wealth Partners
Louisiana
$337K -$929K -13,688 -73%
CCG
1640
Catalina Capital Group
California
$335K – – –
SFA
1641
Seneca Financial Advisors
New York
$335K +$272 +4 +0.1%
D
1642
Dentgroup
Louisiana
$334K – – –
KA
1643
Klingman & Associates
New York
$334K +$65.2K +960 +23%
OPPS
1644
Obsidian Personal Planning Solutions
Maryland
$334K – – –
KW
1645
KWB Wealth
California
$334K – – –
OPA
1646
Old Port Advisors
Maine
$332K +$46.4K +684 +16%
WPP
1647
Whalerock Point Partners
Rhode Island
$331K – – –
IWA
1648
Icon Wealth Advisors
Texas
$331K +$340K +5,012 New
GF
1649
Gimbal Financial
Indiana
$331K – – –
NW
1650
Naviter Wealth
Arkansas
$330K – – –
64 65
66
67 68

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.