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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
FPL
1776
Fortress Private Ledger
North Carolina
$258K +$266K +3,912 New
SFP
1777
Strategic Financial Planning
Texas
$258K
CP
1778
Clarendon Private
Massachusetts
$257K +$264K +3,892 New
SAM
1779
SignalPoint Asset Management
Missouri
$257K -$12.5K -184 -5%
UB
1780
Umpqua Bank
Oregon
$256K
FWTB
1781
First Western Trust Bank
Colorado
$255K -$245K -3,612 -48%
GWA
1782
Gibson Wealth Advisors
Texas
$255K
MCC
1783
Money Concepts Capital
Florida
$255K +$23.1K +340 +10%
JCM
1784
Janney Capital Management
Pennsylvania
$255K
BIM
1785
Baldwin Investment Management
Pennsylvania
$255K -$271K -3,992 -51%
NPF
1786
Norris Perne & French
Michigan
$254K
B
1787
Bensler
Washington
$253K
TBNY
1788
Trustco Bank (New York)
New York
$252K
BCA
1789
Ballentine Capital Advisors
South Carolina
$251K
HNWA
1790
Henrickson Nauta Wealth Advisors
Michigan
$251K
NPAN
1791
Northeast Planning Associates NH
New Hampshire
$251K +$258K +3,796 New
MCM
1792
Mendel Capital Management
Arkansas
$246K -$3.26K -48 -1%
MWA
1793
MFA Wealth Advisors
Pennsylvania
$246K
IAMOG
1794
Investors Asset Management of Georgia
Georgia
$245K +$17.1K +252 +7%
GSB
1795
Greenfield Savings Bank
Massachusetts
$245K
OWA
1796
One Wealth Advisors
California
$244K
OWA
1797
Opal Wealth Advisors
New York
$244K +$29.6K +436 +13%
CPA
1798
Capital Performance Advisors
California
$243K +$46.7K +688 +23%
MAM
1799
McLean Asset Management
Virginia
$243K
FWA
1800
FSM Wealth Advisors
Ohio
$242K +$34.8K +512 +17%

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.