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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
HA
1876
HFG Advisors
Ohio
$212K – – –
SRA
1877
Secured Retirement Advisors
Minnesota
$212K – – –
BAM
1878
Bosun Asset Management
Illinois
$211K – – –
LFASL
1879
Lugano Financial Advisors SA (LFA)
Switzerland
$211K – – –
FA
1880
Fedenia Advisers
Wisconsin
$211K +$217K +3,200 New
WI
1881
Wintrust Investments
Illinois
$211K +$34.2K +504 +19%
TA
1882
TKG Advisors
Indiana
$211K – – –
IWM
1883
Integris Wealth Management
California
$210K +$216K +3,184 New
SWM
1884
Sugarloaf Wealth Management
Georgia
$210K +$20.1K +296 +10%
SXL
1885
Summit X LLC
Missouri
$209K +$215K +3,172 New
AWA
1886
Aquire Wealth Advisors
Utah
$209K +$215K +3,168 New
CWM
1887
Campbell Wealth Management
Virginia
$208K – – –
AC
1888
Anson Capital
Georgia
$207K +$216K +3,180 New
PFG
1889
Prospect Financial Group
Virginia
$206K +$212K +3,128 New
BSA
1890
Braun Stacey Associates
New York
$206K – – –
GTAM
1891
Global Trust Asset Management
Florida
$205K – – –
LWL
1892
Leo Wealth LLC
Texas
$205K +$211K +3,104 New
PAM
1893
PCG Asset Management
New Jersey
$205K +$211K +3,104 New
CMBA
1894
C.M. Bidwell & Associates
Hawaii
$205K -$6.79K -100 -3%
TAM
1895
Trillium Asset Management
Massachusetts
$204K +$210K +3,096 New
CWM
1896
C2C Wealth Management
Arizona
$204K – – –
GWA
1897
Gutierrez Wealth Advisory
Arkansas
$203K +$209K +3,080 New
ANBT
1898
American National Bank & Trust
Texas
$203K -$541K -7,964 -72%
MCM
1899
Mattern Capital Management
Colorado
$203K – – –
DFA
1900
DHJJ Financial Advisors
Illinois
$203K -$2.72K -40 -1%
74 75
76
77 78

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.