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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
WIA
151
World Investment Advisors
California
$27.7M +$1.94M +28,552 +7%
ANTB
152
AMG National Trust Bank
Colorado
$27.6M +$2.75M +40,460 +11%
PFM
153
Phillips Financial Management
Indiana
$27.5M -$524K -7,720 -2%
IWC
154
Integrated Wealth Concepts
Massachusetts
$27.5M +$567K +8,352 +2%
WB
155
WesBanco Bank
West Virginia
$27.2M +$2.32M +34,216 +9%
SWM
156
SigFig Wealth Management
California
$27M +$6.16M +90,704 +28%
CWM
157
Cranbrook Wealth Management
Michigan
$26.7M -$39.6K -584 -0.1%
WT
158
Whittier Trust
California
$25.7M -$1.36M -19,960 -5%
CTB
159
Country Trust Bank
Illinois
$25.1M +$2.16M +31,744 +9%
PMG
160
ProVise Management Group
Florida
$25.1M +$138K +2,040 +0.5%
OIA
161
OneDigital Investment Advisors
Kansas
$25M +$913K +13,444 +4%
SFS
162
Searcy Financial Services
Kansas
$25M -$140K -2,060 -0.5%
DJSG
163
D.J. St. Germain
Massachusetts
$24.9M -$258K -3,800 -1%
PFA
164
Pure Financial Advisors
California
$24.9M -$613K -9,032 -2%
NAS
165
Nicolet Advisory Services
Wisconsin
$24.9M -$25.3K -372 -0.1%
HWM
166
HB Wealth Management
Georgia
$24.8M +$588K +8,660 +2%
AFS
167
Axiom Financial Strategies
Indiana
$24.6M -$1.38M -20,376 -5%
Brown Advisory
168
Brown Advisory
Maryland
$24.6M +$3.17M +46,648 +14%
CCM
169
Condor Capital Management
New Jersey
$24.5M +$95.9K +1,412 +0.4%
AFA
170
American Financial Advisors
Georgia
$24.5M -$118K -1,744 -0.5%
GM
171
GeoWealth Management
Illinois
$24.4M +$1.54M +22,744 +7%
BP
172
BCK Partners
New York
$24.3M -$7.58M -111,640 -23%
FA
173
Fiducient Advisors
Illinois
$23.9M -$2.35M -34,604 -9%
WIC
174
Woodmont Investment Counsel
Tennessee
$23.4M -$96.7K -1,424 -0.4%
Empower Advisory Group
175
Empower Advisory Group
Colorado
$23.4M +$203K +2,992 +0.9%

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.