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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
VCM
751
Vivaldi Capital Management
Illinois
$2.42M -$72.8K -1,160 -3%
RI
752
Ridgewood Investments
New Jersey
$2.42M +$94.9K +1,512 +4%
IC
753
IEQ Capital
California
$2.41M +$213K +3,400 +10%
HNWAG
754
High Net Worth Advisory Group
Florida
$2.41M -$10K -160 -0.4%
BA
755
BCM Advisors
Louisiana
$2.4M +$176K +2,796 +8%
FMII
756
Farmers & Merchants Investments Inc
Nebraska
$2.4M +$11.3K +180 +0.5%
ABTD
757
Arvest Bank Trust Division
Oklahoma
$2.4M +$2.28M +36,336 New
OFG
758
Oxford Financial Group
Indiana
$2.39M -$22.9K -364 -1%
CWA
759
CM Wealth Advisors
Ohio
$2.39M – – –
PVI
760
Pine Valley Investments
New Jersey
$2.38M -$18.3K -292 -0.8%
EFL
761
ERn Financial LLC
Wisconsin
$2.38M -$87.1K -1,388 -4%
IA
762
IFG Advisors
Missouri
$2.38M +$159K +2,536 +8%
FRA
763
Frank Rimerman Advisors
California
$2.38M +$11.3K +180 +0.5%
DWM
764
Dogwood Wealth Management
Kansas
$2.36M – – –
RSWM
765
Robertson Stephens Wealth Management
California
$2.35M +$749K +11,924 +50%
TFS
766
Thoroughbred Financial Services
Tennessee
$2.35M -$179K -2,844 -7%
KAH
767
Kathryn A. Hall
$2.35M – – –
IFA
768
Index Fund Advisors
California
$2.34M +$13.6K +216 +0.6%
FA
769
FDx Advisors
Illinois
$2.34M -$374K -5,952 -14%
EA
770
Eclectic Associates
California
$2.34M -$127K -2,020 -5%
FWM
771
Fingerlakes Wealth Management
New York
$2.34M +$7.28K +116 +0.3%
IP
772
Intellectus Partners
California
$2.34M +$40.2K +640 +2%
WS
773
Wedbush Securities
California
$2.34M -$2.8M -44,656 -56%
WFA
774
West Financial Advisors
Iowa
$2.31M +$235K +3,740 +12%
EW
775
Evoke Wealth
California
$2.31M +$2.19M +34,952 New
29 30
31
32 33

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.