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
BAM
1701
Byrne Asset Management
New Jersey
$299K -$5.16K -76 -2%
WFS
1702
Weitzel Financial Services
Iowa
$298K
LA
1703
LPF Advisors
Florida
$297K
IF
1704
Integrity Financial
Wyoming
$297K +$44.3K +652 +17%
BC
1705
Burney Company
Virginia
$295K
AFTS
1706
American Financial & Tax Strategies
New York
$294K
IWMA
1707
Ironwood Wealth Management (Arizona)
Arizona
$294K +$10.6K +156 +4%
ZIM
1708
Zacks Investment Management
Illinois
$294K +$20.1K +296 +7%
HC
1709
Hoese & Co
Minnesota
$293K
WFA
1710
WMG Financial Advisors
Tennessee
$292K -$8.96K -132 -3%
BST
1711
Bath Savings Trust
Maine
$291K
WPC
1712
Waters Parkerson & Co
Louisiana
$291K
MFF
1713
Michels Family Financial
Texas
$290K +$298K +4,396 New
RWA
1714
Redhawk Wealth Advisors
Minnesota
$290K -$5.16K -76 -2%
BWM
1715
BankPlus Wealth Management
Mississippi
$289K +$298K +4,388 New
KCM
1716
Kanawha Capital Management
Virginia
$289K
C
1717
Covestor
United Kingdom
$289K +$4.07K +60 +1%
WMA
1718
West Michigan Advisors
Michigan
$289K -$15.8K -232 -5%
BC
1719
Barrett & Company
Rhode Island
$289K
GKWIM
1720
Gerber Kawasaki Wealth & Investment Management
California
$288K -$7.6K -112 -3%
CAL
1721
Capital Advisors Ltd
Ohio
$288K
EIA
1722
Edgemoor Investment Advisors
Maryland
$288K
FWMP
1723
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$288K +$296K +4,360 New
PAS
1724
PKS Advisory Services
New York
$288K +$296K +4,356 New
HIA
1725
HTG Investment Advisors
Connecticut
$288K +$17.7K +260 +6%

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.