We are live on ! Find out more
VO icon

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
SW
1676
SkyOak Wealth
Michigan
$314K
PWP
1677
Private Wealth Partners
California
$314K +$323K +4,752 New
OFS
1678
Orrstown Financial Services
Pennsylvania
$313K -$285K -4,204 -47%
MPPLM
1679
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$312K
PP
1680
Prosperity Planning
Missouri
$312K -$5.16K -76 -2%
TAM
1681
Townsend Asset Management
North Carolina
$312K +$1.09K +16 +0.3%
AWAG
1682
ARS Wealth Advisors Group
Florida
$312K
GWS
1683
Glassman Wealth Services
Virginia
$311K -$4.62K -68 -1%
BWA
1684
Bordeaux Wealth Advisors
California
$311K -$123K -1,816 -28%
BSTWA
1685
Blake Schutter Theil Wealth Advisors
Ohio
$310K +$543 +8 +0.2%
EFG
1686
Elm3 Financial Group
Georgia
$310K +$319K +4,692 New
SFC
1687
Strategic Financial Concepts
Texas
$309K +$19.8K +292 +7%
CC
1688
Cadinha & Co
Hawaii
$307K +$3.26K +48 +1%
CCM
1689
Cambridge Capital Management
Illinois
$306K +$1.36K +20 +0.4%
WMWM
1690
Wilkins Miller Wealth Management
Alabama
$306K +$314K +4,628 New
GT
1691
Greenleaf Trust
Michigan
$306K -$7.6K -112 -2%
CSIC
1692
Clifford Swan Investment Counsel
California
$305K +$815 +12 +0.3%
MP
1693
Moment Partners
California
$305K +$313K +4,612 New
SFP
1694
Shepherd Financial Partners
Massachusetts
$304K +$313K +4,604 New
VC
1695
Vicus Capital
Pennsylvania
$303K +$6.79K +100 +2%
Members Trust
1696
Members Trust
Florida
$303K +$96.4K +1,420 +45%
CFG
1697
Cooper Financial Group
California
$303K +$272 +4 +0.1%
JIP
1698
Jaffetilchin Investment Partners
Florida
$302K +$16.6K +244 +6%
HPM
1699
Hoxton Planning & Management
West Virginia
$302K +$27.4K +404 +10%
CTA
1700
Camelot Technology Advisors
California
$300K +$543 +8 +0.2%

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.