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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
PCM
1726
Pennsylvania Capital Management
Pennsylvania
$287K +$54.9K +808 +23%
SM
1727
Sensible Money
Arizona
$287K – – –
GWM
1728
GK Wealth Management
Nevada
$286K +$294K +4,328 New
STCOSD
1729
Sageworth Trust Company of South Dakota
South Dakota
$285K – – –
SL
1730
SWMG LLC
Texas
$284K -$272 -4 -0.1%
HA
1731
Helium Advisors
Washington
$284K +$292K +4,296 New
BCMLT
1732
Beacon Capital Management LLC (Tennessee)
Tennessee
$282K +$31K +456 +12%
AWP
1733
Axis Wealth Partners
Rhode Island
$282K +$290K +4,272 New
TWP
1734
Tyche Wealth Partners
Texas
$278K +$272 +4 +0.1%
LT
1735
Legacy Trust
Michigan
$278K – – –
CA
1736
Carson Advisory
Georgia
$278K +$10.3K +152 +4%
EW
1737
Element Wealth
Mississippi
$277K +$272 +4 +0.1%
MWM
1738
Maridea Wealth Management
New York
$276K +$284K +4,180 New
WTA
1739
Washington Trust Advisors
Massachusetts
$276K +$1.36K +20 +0.5%
CCWM
1740
Correct Capital Wealth Management
Missouri
$275K – – –
SFG
1741
Snider Financial Group
Washington
$275K +$282K +4,160 New
GEA
1742
Glen Eagle Advisors
New Jersey
$274K +$4.34K +64 +2%
CFGSD
1743
Compass Financial Group (South Dakota)
South Dakota
$274K -$3.8K -56 -1%
AF
1744
Apexium Financial
Texas
$273K +$281K +4,136 New
LWCFA
1745
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$272K – – –
LF
1746
Lee Financial
Texas
$272K +$31K +456 +12%
MFS
1747
Miller Financial Services
Michigan
$271K +$278K +4,100 New
CCA
1748
Clearwater Capital Advisors
Illinois
$270K -$3.8K -56 -1%
EWM
1749
Echo Wealth Management
Minnesota
$270K – – –
TI
1750
tru Independence
Oregon
$270K -$13.6K -200 -5%
68 69
70
71 72

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.