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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
TI
901
Truepoint Inc
Ohio
$1.43M -$1.07M -18,028 -44%
SWA
902
Sightline Wealth Advisors
Connecticut
$1.42M -$600K -10,160 -31%
SEP
903
Southland Equity Partners
Missouri
$1.42M +$103K +1,748 +8%
CW
904
CreativeOne Wealth
Kansas
$1.41M +$360K +6,092 +37%
APWM
905
Atlas Private Wealth Management
New York
$1.4M +$528K +8,936 +67%
GC
906
Grimes & Company
Massachusetts
$1.39M +$101K +1,708 +8%
ML
907
Mayport LLC
Massachusetts
$1.39M – – –
BFG
908
Beacon Financial Group
Texas
$1.38M -$38.1K -644 -3%
CAM
909
Chandler Asset Management
California
$1.38M – – –
CHAM
910
Clear Harbor Asset Management
Connecticut
$1.38M +$11.8K +200 +0.9%
AR
911
Advisory Research
Illinois
$1.38M – – –
FCM
912
Fortis Capital Management
Washington
$1.37M +$79K +1,336 +6%
BCI
913
Brinker Capital Investments
Pennsylvania
$1.37M -$481K -8,132 -27%
OPS
914
Orion Portfolio Solutions
Nebraska
$1.37M -$481K -8,132 -27%
PCH
915
PGIM Custom Harvest
New Jersey
$1.37M +$813K +13,760 +169%
OFG
916
Oxford Financial Group
Indiana
$1.36M +$460K +7,776 +55%
MSF
917
Mustard Seed Financial
Arkansas
$1.36M -$69.7K -1,180 -5%
PGA
918
Portland Global Advisors
Maine
$1.36M -$61.5K -1,040 -5%
CFG
919
Citizens Financial Group
Rhode Island
$1.36M -$131K -2,220 -9%
AF
920
Alerus Financial
North Dakota
$1.34M +$1.27M +21,500 New
KAS
921
KPP Advisory Services
Kentucky
$1.33M +$1.26M +21,320 New
PIA
922
Perennial Investment Advisors
California
$1.33M +$104K +1,756 +9%
IWA
923
Inspirion Wealth Advisors
Illinois
$1.33M +$236 +4 +0%
EFG
924
Everhart Financial Group
Ohio
$1.33M +$20.8K +352 +2%
LWMNY
925
Landmark Wealth Management (New York)
New York
$1.32M +$104K +1,752 +9%
35 36
37
38 39

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.