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Vanguard Morningstar Mid-Cap ETF
VO

1,931 hedge funds and large institutions have $44.7B invested in Vanguard Morningstar Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 859 increasing their positions, 625 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 56

37% more repeat investments, than reductions

Existing positions increased: 859 | Existing positions reduced: 625

11% more capital invested

Capital invested by funds: $40.4B → $44.7B (+$4.38B)

5% more funds holding in top 10

Funds holding in top 10: 198 → 207 (+9)

3% more funds holding

Funds holding: 1,883 → 1,931 (+48)

2.5% more ownership

Funds ownership: 254.16% → 256.66% (+2.5%)

39% less call options, than puts

Call options by funds: $14.8M | Put options by funds: $24.1M

Holders
1,931
Holders Change
+48
Holders Change %
+2.55%
% of All Funds
27.72%
Holding in Top 10
207
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.55%
% of All Funds
2.97%
New
132
Increased
859
Reduced
625
Closed
56
Calls
$14.8M
Puts
$24.1M
Net Calls
-$9.3M
Net Calls Change
-$17.5M

Top Buyers

Rank Fund Capital Flow
1
BTCPP
Border to Coast Pensions Partnership
United Kingdom
+$294M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$236M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$136M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$111M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$74.8M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$231M
2
Wells Fargo
Wells Fargo
California
-$201M
3
SW
Simplicity Wealth
New Jersey
-$93.3M
4
SFC
Strategic Financial Concepts
Texas
-$58.1M
5
OHWA
Oak Hill Wealth Advisors
Virginia
-$41.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
701
MGO Private Wealth
California
$2.8M -$243K -3,868 -8%
AP
702
Appleton Partners
Massachusetts
$2.78M -$95.9K -1,528 -3%
AG
703
Advocate Group
Minnesota
$2.78M +$165K +2,620 +7%
CI
704
Conning Inc
Connecticut
$2.78M – – –
PA
705
PFG Advisors
Arizona
$2.78M -$38.4K -612 -1%
VBFP
706
Valtinson Bruner Financial Planning
Minnesota
$2.77M +$272K +4,332 +11%
RPCONE
707
Retirement Planning Company of New England
Rhode Island
$2.77M +$26.6K +424 +1%
BCM
708
Brookstone Capital Management
Illinois
$2.77M -$67.8K -1,080 -3%
WFA
709
Wells Financial Advisors
Massachusetts
$2.76M -$4.79M -76,220 -65%
FFN
710
Focus Financial Network
Minnesota
$2.74M +$14.1K +224 +0.5%
FAIM
711
Financial Advocates Investment Management
Washington
$2.74M +$160K +2,552 +6%
CCM
712
Colorado Capital Management
Colorado
$2.73M +$1.55M +24,648 +147%
CWP
713
Cyndeo Wealth Partners
Florida
$2.72M +$224K +3,572 +9%
KF
714
Krilogy Financial
Missouri
$2.71M +$2.58M +41,100 New
FT
715
Fiduciary Trust
Massachusetts
$2.68M +$78.1K +1,244 +3%
PAM
716
Peak Asset Management
Colorado
$2.67M -$109K -1,740 -4%
FNT
717
First National Trust
Pennsylvania
$2.65M – – –
IP
718
Investment Partners
Ohio
$2.65M -$65K -1,036 -3%
PIAS
719
PCA Investment Advisory Services
Ohio
$2.64M +$54.2K +864 +2%
SF
720
SWP Financial
California
$2.63M -$22.6K -360 -0.9%
MI
721
Moneywise Inc
Virginia
$2.62M -$62K -988 -2%
AFM
722
Abbot Financial Management
Massachusetts
$2.62M -$6.28K -100 -0.3%
Wealthfront Advisers
723
Wealthfront Advisers
California
$2.61M +$293K +4,672 +13%
MWM
724
Meridian Wealth Management
Kentucky
$2.61M +$2.49M +39,592 New
CSB
725
City State Bank
Iowa
$2.6M +$312K +4,976 +14%
27 28
29
30 31

VO Hedge Fund Activity: Q3 2024 in Review

1,931 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q3 2024, worth a combined $44.7B — up 11% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new VO positions and 56 closed out — a net gain of 76 holders — while 859 added to existing stakes and 625 trimmed.

The largest buyer was Border to Coast Pensions Partnership, opening a new position worth an estimated $294M. The largest seller was Bank of New York Mellon, cutting an estimated $231M.

  • 1,931 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q3 2024, up from 1,883 in Q2 2024.
  • Funds reported $44.7B of Vanguard Morningstar Mid-Cap ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 132 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q3 2024 and 56 closed out, a net change of +76 holders.
  • The largest Vanguard Morningstar Mid-Cap ETF buyer in Q3 2024 was Border to Coast Pensions Partnership, an estimated $294M added.
  • The largest Vanguard Morningstar Mid-Cap ETF seller in Q3 2024 was Bank of New York Mellon, an estimated $231M sold.

Based on aggregated 13F filings for Q3 2024.