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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
SCM
176
SOL Capital Management
Maryland
$23.3M -$608K -8,960 -2%
WTC
177
WhitTier Trust Company
Nevada
$23.2M -$8.15K -120 -0%
CVSC
178
C.V. Starr & Co
New York
$23.1M +$23.8M +349,860 New
GT
179
Glenview Trust
Kentucky
$23.1M -$161K -2,376 -0.7%
FSC
180
Full Sail Capital
Oklahoma
$22.9M -$755K -11,128 -3%
CFGS
181
Concourse Financial Group Securities
Alabama
$22.8M -$766K -11,276 -3%
RDIA
182
RE Dickinson Investment Advisors
Iowa
$22.6M +$87.2K +1,284 +4%
AWS
183
Atria Wealth Solutions
New York
$22.5M -$1.77M -26,100 -7%
PFA
184
Pathway Financial Advisors
Vermont
$22.3M +$355K +5,236 +2%
RRA
185
Round Rock Advisors
Connecticut
$22.3M +$19K +280 +0.1%
WFM
186
Wolff Financial Management
Michigan
$22.3M +$70.3K +1,036 +0.3%
IAA
187
Independent Advisor Alliance
North Carolina
$21.9M +$22.2M +326,440 +6,230%
WCWM
188
Wooster Corthell Wealth Management
Connecticut
$21.8M -$227K -3,340 -1%
MA
189
Montag & Associates
Georgia
$21.7M +$5.83M +85,852 +35%
SB
190
Simmons Bank
Arkansas
$21.7M -$1.07M -15,748 -5%
MFIM
191
Mesirow Financial Investment Management
Illinois
$21.5M -$22.7M -333,700 -51%
OHWA
192
Oak Hill Wealth Advisors
Virginia
$21.4M +$22M +324,204 New
FFS
193
Founders Financial Securities
Maryland
$21.2M +$22K +324 +0.1%
PIN
194
Prudent Investors Network
California
$21M +$997K +14,688 +5%
ME
195
McIlrath & Eck
Washington
$21M +$641K +9,436 +3%
HI
196
Horizon Investments
North Carolina
$20.8M +$63.5K +936 +0.3%
BF
197
BOK Financial
Oklahoma
$20.7M +$2.78M +40,884 +15%
TFA
198
Transamerica Financial Advisors
Florida
$20.3M -$331K -4,880 -2%
MWM
199
Marietta Wealth Management
Georgia
$20.1M +$174K +2,564 +0.8%
MWM
200
Modera Wealth Management
New Jersey
$19.9M +$17.5M +257,852 +594%

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.