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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
SAM
1751
Sherman Asset Management
California
$270K +$277K +4,084 New
CAI
1752
Capital Advisors Inc
Oklahoma
$270K -$38.6K -568 -12%
GWA
1753
Geometric Wealth Advisors
District of Columbia
$269K +$17.4K +256 +7%
PIWA
1754
Prevail Innovative Wealth Advisors
Kansas
$269K +$276K +4,072 New
PWG
1755
Portside Wealth Group
Utah
$268K +$276K +4,064 New
MGW
1756
MB Generational Wealth
Washington
$268K
EFG
1757
Embree Financial Group
Illinois
$268K +$1.09K +16 +0.4%
RMAM
1758
Raab & Moskowitz Asset Management
New Jersey
$268K -$17.7K -260 -6%
PPW
1759
Presilium Private Wealth
Pennsylvania
$268K
APW
1760
Acima Private Wealth
Virginia
$266K
KCPG
1761
Kavar Capital Partners Group
Kansas
$265K
TWM
1762
Tolleson Wealth Management
Texas
$265K
DP
1763
Dearborn Partners
Illinois
$265K -$1.63K -24 -0.6%
SAM
1764
Summit Asset Management
Tennessee
$265K
SC
1765
Searle & Co
Connecticut
$264K
FFP
1766
FourThought Financial Partners
Florida
$264K +$21.5K +316 +9%
CA
1767
Crumly & Associates
Illinois
$263K +$270K +3,984 New
UAG
1768
United Advisor Group
Ohio
$262K -$19.8K -292 -7%
LWM
1769
Level Wealth Management
North Carolina
$262K +$269K +3,968 New
LIM
1770
Lathrop Investment Management
Arkansas
$262K -$12.2K -180 -4%
CF
1771
Clarity Financial
Texas
$261K +$268K +3,948 New
TL
1772
Tradewinds LLC
North Carolina
$260K -$148K -2,184 -37%
IFPG
1773
Intrepid Financial Planning Group
Indiana
$260K
MWML
1774
M Wealth Management LLC
California
$260K +$267K +3,936 New
MPCA
1775
Madison Park Capital Advisors
Washington
$259K -$131K -1,932 -33%

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.