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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
SC
2001
Sawyer & Company
Massachusetts
$62K +$3.26K +48 +5%
FC
2002
Fairscale Capital
New Hampshire
$61.3K
PCM
2003
Perritt Capital Management
Illinois
$60.7K
BWM
2004
Bernard Wealth Management
Michigan
$59.4K +$61.1K +900 New
VHAM
2005
Van Hulzen Asset Management
California
$59.4K +$61.1K +900 New
WAS
2006
Winch Advisory Services
Wisconsin
$58.7K +$272 +4 +0.5%
AEPWM
2007
Atlantic Edge Private Wealth Management
Florida
$58.6K
BCPWM
2008
Bradley & Co Private Wealth Management
Florida
$58.1K +$59.7K +880 New
HI
2009
Hoey Investments
Pennsylvania
$56.9K +$543 +8 +0.9%
CCA
2010
Criterion Capital Advisors
Tennessee
$55.7K
FCG
2011
Financial Connections Group
California
$54K
HBW
2012
Hazlett, Burt & Watson
West Virginia
$54K
OAJ
2013
Ogorek Anthony Joseph
New York
$54K +$56.5K +832 New
DWA
2014
Dougherty Wealth Advisers
Minnesota
$52.8K
USB
2015
Union Savings Bank
Connecticut
$51.8K
NL
2016
NVWM LLC
Pennsylvania
$51K +$52.4K +772 New
IIL
2017
Insight Inv LLC
California
$50.4K
AIC
2018
Archer Investment Corporation
Indiana
$50.4K -$29.1K -428 -36%
HDIM
2019
Hanson & Doremus Investment Management
Vermont
$50K
LI
2020
LRI Investments
Florida
$48.9K
PP
2021
PFS Partners
New Jersey
$48.8K +$272 +4 +0.5%
PFA
2022
Pathway Financial Advisers
Indiana
$47.2K +$272 +4 +0.6%
RPCA
2023
Running Point Capital Advisors
California
$47K
SIS
2024
Strategic Investment Solutions
Illinois
$46K -$99.7K -1,468 -68%
NC
2025
NewSquare Capital
Pennsylvania
$44.9K +$46.2K +680 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.