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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
IA
1901
Insight Advisors
Pennsylvania
$202K +$208K +3,064 New
SPWM
1902
Schrum Private Wealth Management
Florida
$202K -$113K -1,668 -35%
CBA
1903
Coastal Bridge Advisors
Connecticut
$201K +$207K +3,052 New
CCMG
1904
Clark Capital Management Group
Pennsylvania
$200K -$5.43K -80 -3%
NF
1905
NavPoint Financial
Minnesota
$200K +$206K +3,036 New
TIM
1906
Tortoise Investment Management
New York
$200K
HWA
1907
HHM Wealth Advisors
Tennessee
$199K +$4.62K +68 +2%
BLC
1908
Brown, Lisle/Cummings
Rhode Island
$198K
VWM
1909
Venturi Wealth Management
Texas
$197K +$16.3K +240 +9%
RCM
1910
Richardson Capital Management
Wisconsin
$196K -$10K -148 -5%
VAG
1911
VisionPoint Advisory Group
Texas
$196K +$1.63K +24 +0.8%
SN
1912
Sittner & Nelson
Oregon
$194K
FM
1913
Family Management
New York
$193K -$171K -2,520 -46%
GGI
1914
Godsey & Gibb Inc
Virginia
$192K
LCOV
1915
London Company of Virginia
Virginia
$192K +$190K +2,792 +2,585%
MIM
1916
Marshall Investment Management
Colorado
$191K +$197K +2,896 New
CYG
1917
Clean Yield Group
Vermont
$190K -$24.4K -360 -11%
RIL
1918
Rothschild Investment LLC
Illinois
$185K
OC
1919
Oarsman Capital
Wisconsin
$185K -$42.4K -624 -18%
RFA
1920
Register Financial Advisors
Georgia
$179K +$1.09K +16 +0.6%
WG
1921
Watchman Group
Texas
$176K +$181K +2,668 New
MFA
1922
Morling Financial Advisors
California
$175K +$2.72K +40 +2%
SS
1923
Sunbelt Securities
Texas
$174K -$25.5K -376 -13%
RA
1924
Rise Advisors
New York
$174K -$815 -12 -0.5%
1L
1925
10Elms LLP
Oklahoma
$169K +$174K +2,560 New

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.