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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
VWM
1851
Vermillion Wealth Management
Minnesota
$222K +$228K +3,360 New
SS
1852
Sound Stewardship
Kansas
$222K -$6.79K -100 -3%
HIS
1853
Horizon Investment Services
Indiana
$221K +$228K +3,352 New
PAMG
1854
Patton Albertson Miller Group
Tennessee
$221K -$7.33K -108 -3%
NC
1855
Napatree Capital
Rhode Island
$221K – – –
EL
1856
EWA LLC
Pennsylvania
$220K +$227K +3,340 New
WFA
1857
Websterrogers Financial Advisors
South Carolina
$220K +$226K +3,328 New
DWG
1858
Darden Wealth Group
Michigan
$219K – – –
WAM
1859
WealthTrust Asset Management
Florida
$218K -$25.5K -376 -10%
TIAAOA
1860
Teachers Insurance & Annuity Association of America
New York
$218K – – –
SIAG
1861
Safeguard Investment Advisory Group
California
$218K +$4.89K +72 +2%
CNFG
1862
Creegan & Nassoura Financial Group
New Hampshire
$218K – – –
HFAS
1863
Hummer Financial Advisory Services
Illinois
$218K – – –
MIM
1864
MTM Investment Management
South Carolina
$218K – – –
APG
1865
Abacus Planning Group
South Carolina
$218K – – –
ODIJL
1866
One Day In July LLC
Vermont
$217K -$1.09K -16 -0.5%
TFP
1867
Tilia Fiduciary Partners
North Carolina
$217K +$223K +3,284 New
WA
1868
Wealthstar Advisors
Texas
$216K +$222K +3,276 New
FCC
1869
Flower City Capital
New York
$216K -$29.6K -436 -12%
EL
1870
Essex LLC
Illinois
$215K -$2.44K -36 -1%
CCA
1871
Cypress Capital Advisors
Tennessee
$214K +$220K +3,244 New
MC
1872
Middleton & Co
Massachusetts
$214K – – –
RFA
1873
ROI Financial Advisors
Oregon
$214K -$10.9K -160 -5%
SWP
1874
ShoreHaven Wealth Partners
New Jersey
$213K – – –
MM
1875
Main Management
California
$213K – – –
73 74
75
76 77

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.