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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
FNA
1801
First National Advisers
Nebraska
$242K -$22.5K -332 -8%
Barclays
1802
Barclays
United Kingdom
$242K – – –
Bank of Nova Scotia
1803
Bank of Nova Scotia
Ontario, Canada
$240K – – –
PWA
1804
Prairie Wealth Advisors
Nebraska
$240K +$815 +12 +0.3%
TWM
1805
Thrive Wealth Management
Pennsylvania
$240K +$815 +12 +0.3%
ASW
1806
Astoria Strategic Wealth
Texas
$240K – – –
ONSWM
1807
Old North State Wealth Management
North Carolina
$239K +$1.09K +16 +0.4%
MFG
1808
Midwest Financial Group
Kansas
$239K +$24.7K +364 +11%
EB
1809
Eastern Bank
Massachusetts
$237K +$10.6K +156 +5%
TH
1810
Team Hewins
California
$237K – – –
VT
1811
Vise Technologies
New York
$236K +$243K +3,580 New
NFA
1812
Northwest Financial Advisors
Virginia
$236K +$815 +12 +0.3%
CG
1813
Corundum Group
Colorado
$235K – – –
FLII
1814
First Long Island Investors
New York
$235K – – –
RWB
1815
RMR Wealth Builders
New Jersey
$233K +$1.9K +28 +0.8%
I
1816
INVST
Indiana
$233K -$46.7K -688 -16%
OPCM
1817
Osborne Partners Capital Management
California
$233K – – –
RW
1818
Regimen Wealth
Georgia
$231K -$2.44K -36 -1%
CPA
1819
Cathy Pareto & Associates
Florida
$231K +$237K +3,496 New
GA
1820
Greenspring Advisors
Maryland
$231K – – –
Luther King Capital Management (LKCM)
1821
Luther King Capital Management (LKCM)
Texas
$231K – – –
LIWM
1822
Long Island Wealth Management
New York
$230K +$237K +3,492 New
VBCG
1823
Valley Brook Capital Group
Pennsylvania
$230K +$4.07K +60 +2%
DP
1824
Divergent Planning
Maryland
$230K – – –
TC
1825
Trust Company
Kansas
$229K – – –
71 72
73
74 75

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.