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Vanguard Mid-Cap ETF
VO

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: 207 → 233 (+26)

12% more capital invested

Capital invested by funds: $44.7B → $50.1B (+$5.34B)

11% more funds holding

Funds holding: 1,931 → 2,137 (+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

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$805M
2
Bank of America
Bank of America
North Carolina
+$132M
3
CIA
Choate Investment Advisors
Massachusetts
+$115M
4
Morgan Stanley
Morgan Stanley
New York
+$82M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$64.1M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$131M
2
MIS
Morningstar Investment Services
Illinois
-$76M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$53.7M
4
CWM
Connecticut Wealth Management
Connecticut
-$53.4M
5
Ameriprise
Ameriprise
Minnesota
-$29.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2101
CGC Financial Services
Oregon
$6.6K – – –
VWM
2102
Valley Wealth Managers
New Jersey
$6.34K – – –
WWM
2103
Wolff Wiese Magana
California
$6.08K – – –
GPFA
2104
Game Plan Financial Advisors
Ohio
$5.95K +$272 +4 +5%
BTC
2105
Bank & Trust Company
Illinois
$5.28K – – –
EDRH
2106
Edmond de Rothschild Holding
Switzerland
$5.28K +$5.43K +80 New
AIP
2107
Ameritas Investment Partners
Nebraska
$5.02K +$5.16K +76 New
MCM
2108
MV Capital Management
Maryland
$4.75K – – –
WA
2109
WPG Advisers
Maryland
$4.75K +$4.89K +72 New
AWM
2110
Absher Wealth Management
North Carolina
$4.49K – – –
ACM
2111
Anfield Capital Management
California
$4.49K +$1.9K +28 +70%
LWA
2112
Lowe Wealth Advisors
Maryland
$3.96K +$1.36K +20 +50%
IRAG
2113
Investment Research & Advisory Group
Georgia
$3.7K – – –
WMS
2114
Wealth Management Strategies
Pennsylvania
$3.47K +$357K +5,256 New
MWM
2115
MGB Wealth Management
Texas
$3.17K – – –
CPL
2116
Capital & Planning LLC
Georgia
$3.17K +$3.26K +48 New
AI
2117
Arvest Investments
Arkansas
$3.17K – – –
AIA
2118
Arcadia Investment Advisors
Idaho
$2.91K – – –
PMIM
2119
Prudent Man Investment Management
Colorado
$2.64K +$2.72K +40 New
IRC
2120
Investors Research Corp
Georgia
$2.64K -$5.43K -80 -67%
WCAMG
2121
Woodard & Company Asset Management Group
North Carolina
$2.64K – – –
VCM
2122
Viewpoint Capital Management
Washington
$2.38K – – –
FNWA
2123
Financial Network Wealth Advisors
Utah
$2.11K -$30.7K -452 -93%
CTA
2124
Colonial Trust Advisors
South Carolina
$1.85K -$86.9K -1,280 -98%
CWP
2125
Clark Wealth Partners
Illinois
$1.85K +$1.9K +28 New
83 84
85
86 87

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.