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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
HWM
2076
HighMark Wealth Management
Minnesota
$17.2K
SIC
2077
SJS Investment Consulting
Ohio
$16.6K
MBFW
2078
Morton Brown Family Wealth
Pennsylvania
$16.6K
SCA
2079
Stuart Chaussee & Associates
California
$16.6K
KTC
2080
Kentucky Trust Company
Kentucky
$15.8K +$16.3K +240 New
CAM
2081
Creekmur Asset Management
Illinois
$15.6K
VanEck Associates
2082
VanEck Associates
New York
$15K +$7.33K +108 +87%
PSFG
2083
Park Square Financial Group
Georgia
$14.3K +$14.7K +216 New
WAM
2084
WFA Asset Management
Wisconsin
$14K
DCM
2085
Davis Capital Management
Florida
$14K
CWM
2086
Crowley Wealth Management
Delaware
$13.2K +$13.6K +200 New
SWC
2087
Spectrum Wealth Counsel
Indiana
$12.9K +$13.3K +196 New
FGC
2088
Financial Gravity Companies
Texas
$12.9K
NCM
2089
Northwest Capital Management
Oregon
$11.9K
TIM
2090
Thompson Investment Management
Wisconsin
$11.9K
FDW
2091
Fourth Dimension Wealth
Ohio
$11.7K +$11.9K +176 New
PWS
2092
Peterson Wealth Services
Utah
$11.6K +$11.9K +176 New
PPWM
2093
PFG Private Wealth Management
Florida
$11.1K -$3.53K -52 -24%
CJH
2094
Christopher J. Hasenberg
Wisconsin
$11.1K
RAM
2095
Riggs Asset Management
Pennsylvania
$10.6K
PWMG
2096
Private Wealth Management Group
New Jersey
$10.6K
RWS
2097
Retirement Wealth Solutions
Wisconsin
$9.94K +$10.3K +152 New
TCM
2098
TruNorth Capital Management
Michigan
$9.24K
FWM
2099
FSA Wealth Management
Massachusetts
$6.92K
TWD
2100
True Wealth Design
Ohio
$6.6K

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.