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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
RBFC
2176
Roman Butler Fullerton & Co
Missouri
– -$236K -3,520 Closed
DFA
2177
Davies Financial Advisors
California
– -$228K -3,460 Closed
AA
2178
Auxano Advisors
Washington
– -$225K -3,412 Closed
SAM
2179
Strategy Asset Managers
California
– -$219K -3,316 Closed
CKAIS
2180
Christensen King & Associates Investment Services
Washington
– -$205K -3,112 Closed
KNFPWM
2181
Keeler & Nadler Financial Planning & Wealth Management
Ohio
– -$204K -3,092 Closed
CWM
2182
Cahaba Wealth Management
Georgia
– -$203K -3,076 Closed
PPWM
2183
Perissos Private Wealth Management
Oklahoma
– -$202K -3,068 Closed
FAM
2184
Flaharty Asset Management
Florida
– -$191K -2,892 Closed
CPA
2185
Clear Point Advisors
New York
– -$180K -2,728 Closed
PWM
2186
Partnership Wealth Management
Maryland
– -$75.7K -1,148 Closed
GAG
2187
Goodman Advisory Group
Massachusetts
– -$48K -728 Closed
RWA
2188
Redmont Wealth Advisors
Illinois
– -$43.8K -664 Closed
DF
2189
Dunhill Financial
United Kingdom
– -$21.6K -328 Closed
GJWM
2190
Gilliland Jeter Wealth Management
Arkansas
– -$18.5K -280 Closed
PS
2191
Planned Solutions
California
– -$8.97K -136 Closed
JPWM
2192
Jamison Private Wealth Management
Georgia
– -$8.24K -124 Closed
BA
2193
Ballast Advisors
Minnesota
– -$6.07K -92 Closed
RWM
2194
Reston Wealth Management
Virginia
– -$6.11K -92 Closed
APC
2195
Aspire Private Capital
North Carolina
– -$3.43K -52 Closed
GWM
2196
Grand Wealth Management
Michigan
– -$1.36K -20 Closed
YAL
2197
Your Advocates Ltd
Texas
– -$1.32K -20 Closed
FCM
2198
Fourpath Capital Management
Oklahoma
– -$1.05K -16 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.