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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
RFS
201
Retirement Financial Solutions
Tennessee
$19.5M -$148K -2,176 -0.7%
MAV
202
Mason & Associates (Virginia)
Virginia
$19.4M +$923K +13,596 +5%
CB
203
Cadence Bank
Mississippi
$19.2M +$1.11M +16,284 +6%
BAM
204
Berkshire Asset Management
Pennsylvania
$19.1M -$2.42M -35,596 -11%
FI
205
FIDELIS iM
Oregon
$19M -$2.72M -40,120 -12%
TCOTS
206
Trust Company of the South
North Carolina
$19M +$2.12M +31,164 +12%
FCP
207
Fidelis Capital Partners
Florida
$19M +$3.54M +52,096 +23%
SWA
208
Stratos Wealth Advisors
Ohio
$18.9M -$1.45M -21,432 -7%
BWP
209
Burling Wealth Partners
Illinois
$18.6M +$19.2M +282,164 New
TA
210
Tectonic Advisors
Texas
$18.6M +$558K +8,216 +3%
NRI
211
NFP Retirement Inc
California
$18.6M +$666K +9,804 +4%
GVAG
212
Great Valley Advisor Group
Delaware
$18.3M +$1.86M +27,420 +11%
MMPW
213
Mitchell McLeod Pugh & Williams
Alabama
$18.2M +$1.69M +24,844 +10%
SIC
214
Salem Investment Counselors
North Carolina
$18.1M +$157K +2,316 +0.9%
ATC
215
Advantage Trust Company
Kansas
$18M +$797K +11,744 +4%
BWFA
216
Baltimore-Washington Financial Advisors
Maryland
$18M +$282K +4,148 +2%
PFPT
217
Pinnacle Financial Partners (Tennessee)
Tennessee
$17.9M +$464K +6,828 +3%
HIMC
218
Heritage Investors Management Corp
Maryland
$17.9M -$508K -7,484 -3%
PWM
219
Praetorian Wealth Management
California
$17.8M -$176K -2,588 -0.9%
TCM
220
Twele Capital Management
Minnesota
$17.7M +$1.23M +18,184 +7%
NIM
221
Northeast Investment Management
Massachusetts
$17.7M +$449K +6,612 +3%
SRC
222
Shufro Rose & Co
New York
$17.7M +$10.8M +158,896 +145%
ZF
223
Zhang Financial
Michigan
$17.7M +$2.38M +35,128 +15%
Envestnet Portfolio Solutions
224
Envestnet Portfolio Solutions
Illinois
$17.6M -$839K -12,364 -4%
EWA
225
Exencial Wealth Advisors
Oklahoma
$17.5M -$700K -10,304 -4%

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.