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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
PA
2051
Pineridge Advisors
Missouri
$28.9K
AT
2052
Arlington Trust
Alabama
$27.7K
AIA
2053
Armor Investment Advisors
North Carolina
$27.7K
T
2054
Tidemark
California
$26.9K +$3.8K +56 +16%
WWMSC
2055
Wagner Wealth Management (South Carolina)
South Carolina
$25.6K +$26.3K +388 New
VCM
2056
Versant Capital Management
Arizona
$24.8K
PA
2057
PSI Advisors
Florida
$24.4K
NRC
2058
New Republic Capital
North Carolina
$23.5K -$49.4K -728 -67%
TH
2059
TCTC Holdings
Texas
$23.3K
DCBT
2060
Dakota Community Bank & Trust
North Dakota
$23.2K +$23.9K +352 New
FWM
2061
FLP Wealth Management
Arkansas
$23K +$23.6K +348 New
GWSA
2062
Global Wealth Strategies & Associates
Colorado
$22.2K -$4.07K -60 -15%
PCMC
2063
Private Capital Management (Colorado)
Colorado
$21.9K
CP
2064
Castleview Partners
Texas
$21.4K -$543 -8 -2%
SRCM
2065
Signature Resources Capital Management
California
$21.1K
VNIM
2066
Vaughan Nelson Investment Management
Texas
$21K
CFO
2067
Colony Family Offices
North Carolina
$20.9K
APW
2068
Aventura Private Wealth
Florida
$20.9K +$21.5K +316 New
PFT
2069
Providence First Trust
Arizona
$19.8K +$20.4K +300 New
FFA
2070
Fairfield Financial Advisors
Massachusetts
$19.5K -$9.5K -140 -32%
KWM
2071
Kiker Wealth Management
Georgia
$19.5K +$20.1K +296 New
HC
2072
Hurley Capital
New York
$19.2K +$19.6K +288 New
WWP
2073
WR Wealth Planners
Missouri
$19K +$2.99K +44 +18%
SAM
2074
Synergy Asset Management
Washington
$18.2K +$18.7K +276 New
HHGA
2075
Halbert Hargrove Global Advisors
California
$17.5K +$17.9K +264 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.