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Vanguard Mid-Cap ETF
VO

1,862 hedge funds and large institutions have $41.2B invested in Vanguard Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 792 increasing their positions, 641 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 75

24% more repeat investments, than reductions

Existing positions increased: 792 | Existing positions reduced: 641

2% more funds holding

Funds holding: 1,829 → 1,862 (+33)

9% more call options, than puts

Call options by funds: $55.7M | Put options by funds: $50.9M

4% more capital invested

Capital invested by funds: $39.8B → $41.2B (+$1.39B)

2% less funds holding in top 10

Funds holding in top 10: 218 → 213 (-5)

21.69% less ownership

Funds ownership: 277.37% → 255.68% (-22%)

Holders
1,862
Holders Change
+33
Holders Change %
+1.8%
% of All Funds
26.82%
Holding in Top 10
213
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.29%
% of All Funds
3.07%
New
135
Increased
792
Reduced
641
Closed
75
Calls
$55.7M
Puts
$50.9M
Net Calls
+$4.8M
Net Calls Change
-$16.2M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$236M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$138M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$98.1M
4
SW
Simplicity Wealth
New Jersey
+$83.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.62B
2
Cerity Partners
Cerity Partners
New York
-$1.37B
3
MIS
Morningstar Investment Services
Illinois
-$233M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$111M
5
Charles Schwab
Charles Schwab
California
-$65.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
676
Flow Traders U.S.
New York
$2.79M +$2.64M +44,636 New
BMWM
677
Brown Miller Wealth Management
Virginia
$2.79M +$195K +3,304 +8%
GAM
678
GEM Asset Management
Michigan
$2.78M +$17.3K +292 +0.6%
DT
679
Diversified Trust
Tennessee
$2.78M -$19.4K -328 -0.7%
AF
680
Advisornet Financial
Minnesota
$2.77M -$4.06M -68,724 -61%
CF
681
Centaurus Financial
California
$2.76M -$289K -4,896 -10%
AP
682
Appleton Partners
Massachusetts
$2.75M +$35.2K +596 +1%
FFW
683
Fusion Family Wealth
New York
$2.74M -$18K -304 -0.7%
DSC
684
Duncker Streett & Co
Missouri
$2.74M -$25.3K -428 -1%
FFL
685
Financial Freedom LLC
Ohio
$2.74M +$2.13K +36 +0.1%
9WM
686
9258 Wealth Management
Ohio
$2.73M +$34.5K +584 +1%
AMM
687
American Money Management
California
$2.73M -$46.1K -780 -2%
FA
688
FDx Advisors
Illinois
$2.73M -$876K -14,816 -25%
PG
689
Proffitt & Goodson
Tennessee
$2.72M – – –
AWM
690
Apollon Wealth Management
South Carolina
$2.71M +$181K +3,068 +8%
MWM
691
Modera Wealth Management
New Jersey
$2.71M +$38.8K +656 +2%
SFP
692
Sweet Financial Partners
Minnesota
$2.68M -$12.3K -208 -0.5%
CPC
693
Consolidated Planning Corp
Georgia
$2.67M -$130K -2,196 -5%
FFA
694
First Foundation Advisors
California
$2.66M -$82.7K -1,400 -3%
Fiera Capital (Canada)
695
Fiera Capital (Canada)
Quebec, Canada
$2.65M – – –
CI
696
Conning Inc
Connecticut
$2.63M -$244K -4,124 -9%
MI
697
Moneywise Inc
Virginia
$2.61M -$370K -6,260 -13%
GFS
698
GYL Financial Synergies
Connecticut
$2.61M -$92.2K -1,560 -4%
IP
699
Investment Partners
Ohio
$2.6M -$123K -2,080 -5%
SPIO
700
Seven Post Investment Office
California
$2.6M – – –
26 27
28
29 30

VO Hedge Fund Activity: Q1 2024 in Review

1,862 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2024, worth a combined $41.2B — up 3.5% from $39.8B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new VO positions and 75 closed out — a net gain of 60 holders — while 792 added to existing stakes and 641 trimmed.

The largest buyer was Bank of America, adding an estimated $236M. The largest seller was Morgan Stanley, cutting an estimated $1.62B.

  • 1,862 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2024, up from 1,829 in Q4 2023.
  • Funds reported $41.2B of Vanguard Mid-Cap ETF stock for Q1 2024, up 3.5% quarter-over-quarter.
  • 135 funds opened new Vanguard Mid-Cap ETF positions in Q1 2024 and 75 closed out, a net change of +60 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q1 2024 was Bank of America, an estimated $236M added.
  • The largest Vanguard Mid-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.62B sold.

Based on aggregated 13F filings for Q1 2024.