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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
GA
2126
GoalVest Advisory
New York
$1.85K +$1.9K +28 New
NS
2127
NBC Securities
Alabama
$1.75K -$1.76M -25,948 -100%
IWP
2128
IAG Wealth Partners
Wisconsin
$1.58K -$11.7K -172 -88%
CMA
2129
Cedar Mountain Advisors
Oregon
$1.58K – – –
LIS
2130
Legacy Investment Solutions
Idaho
$1.38K – – –
LWMI
2131
Legacy Wealth Management (Idaho)
Idaho
$1.38K – – –
NA
2132
Nordwand Advisors
Pennsylvania
$1.32K – – –
RF
2133
Robbins Farley
New Hampshire
$1.06K – – –
MHIP
2134
Mountain Hill Investment Partners
New Jersey
$1.06K +$1.09K +16 New
NRWA
2135
North Ridge Wealth Advisors
Oregon
$1.06K +$1.09K +16 New
MFS
2136
Mattson Financial Services
Michigan
$791 +$815 +12 New
SFA
2137
Semmax Financial Advisors
North Carolina
$565 – – –
EAM
2138
Eukles Asset Management
Ohio
$528 +$272 +4 +100%
BA
2139
Bellwether Advisors
Nebraska
$528 +$543 +8 New
CICI
2140
Capital Investment Counsel Inc
North Carolina
$528 +$543 +8 New
CWM
2141
Connecticut Wealth Management
Connecticut
– -$53.4M -809,024 Closed
DAS
2142
Dynamic Advisor Solutions
Arizona
– -$13.1M -198,476 Closed
MFA
2143
McClarren Financial Advisors
Pennsylvania
– -$22K -131,672 Closed
CSPIA
2144
Cary Street Partners Investment Advisory
Virginia
– -$7.25M -109,960 Closed
Prudential Financial
2145
Prudential Financial
New Jersey
– -$7.15M -108,344 Closed
D.E. Shaw & Co
2146
D.E. Shaw & Co
New York
– -$4.49M -68,092 Closed
Susquehanna International Group
2147
Susquehanna International Group
Pennsylvania
– -$3.26M -47,992 Closed
FFO
2148
Fiduciary Family Office
Florida
– -$2.51M -38,040 Closed
KAH
2149
Kathryn A. Hall
– -$2.35M -35,620 Closed
SFPM
2150
Sensible Financial Planning & Management
Massachusetts
– -$2.28M -34,520 Closed
84 85
86
87 88

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.