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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
PGAM
1926
Princeton Global Asset Management
New Jersey
$167K +$67.9K +1,000 +65%
KFI
1927
Key Financial Inc
Pennsylvania
$166K -$13.6K -200 -7%
SIM
1928
Synergy Investment Management
Florida
$165K +$170K +2,500 New
CFS
1929
Compass Financial Services
Iowa
$165K +$169K +2,496 New
CWM
1930
Compass Wealth Management
Connecticut
$162K
RLIM
1931
Red Lighthouse Investment Management
New York
$162K -$2.99K -44 -2%
QC
1932
Quent Capital
New York
$161K -$47.3K -696 -22%
RIA
1933
Realta Investment Advisors
Delaware
$158K +$39.1K +576 +32%
NMG
1934
New Millennium Group
Utah
$155K -$272 -4 -0.2%
CAS
1935
Coppell Advisory Solutions
Texas
$155K +$23.4K +344 +17%
IWM
1936
IMG Wealth Management
Florida
$149K +$154K +2,264 New
PP
1937
PrairieView Partners
Minnesota
$149K
BIM
1938
Breakwater Investment Management
Washington
$149K
HI
1939
Human Investing
Oregon
$146K +$150K +2,216 New
SC
1940
Solstein Capital
California
$142K
CPA
1941
Cardiff Park Advisors
California
$142K +$543 +8 +0.4%
HCM
1942
Hollencrest Capital Management
California
$142K +$133K +1,952 +1,017%
BCM
1943
Birch Capital Management
Texas
$139K -$11.1K -164 -7%
BL
1944
BFSG LLC
California
$138K -$1.36K -20 -0.9%
RFA
1945
Reyes Financial Architecture
California
$136K +$140K +2,056 New
MWP
1946
MYCIO Wealth Partners
Pennsylvania
$134K
BIG
1947
Brooklyn Investment Group
New York
$132K +$136K +2,000 New
MLA
1948
MB, Levis & Associates
Pennsylvania
$132K +$543 +8 +0.4%
RFS
1949
Richardson Financial Services
Massachusetts
$130K -$543 -8 -0.4%
IFS
1950
Intelligent Financial Strategies
Minnesota
$130K +$543 +8 +0.4%

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.