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Vanguard Mid-Cap ETF
VO

1,829 hedge funds and large institutions have $39.8B invested in Vanguard Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 270 funds opening new positions, 758 increasing their positions, 583 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 270 | Existing positions closed: 63

307% more call options, than puts

Call options by funds: $27.8M | Put options by funds: $6.84M

30% more repeat investments, than reductions

Existing positions increased: 758 | Existing positions reduced: 583

22.54% more ownership

Funds ownership: 254.83% → 277.37% (+23%)

20% more capital invested

Capital invested by funds: $33.2B → $39.8B (+$6.6B)

11% more funds holding

Funds holding: 1,650 → 1,829 (+179)

11% more funds holding in top 10

Funds holding in top 10: 197 → 218 (+21)

Holders
1,829
Holders Change
+179
Holders Change %
+10.85%
% of All Funds
26.66%
Holding in Top 10
218
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+10.66%
% of All Funds
3.18%
New
270
Increased
758
Reduced
583
Closed
63
Calls
$27.8M
Puts
$6.84M
Net Calls
+$21M
Net Calls Change
+$8.35M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.58B
2
Cerity Partners
Cerity Partners
New York
+$1.25B
3
MIS
Morningstar Investment Services
Illinois
+$127M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$65.4M
5
OAM
Oppenheimer Asset Management
New York
+$57.3M

Top Sellers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
-$62.8M
2
CA
Clearstead Advisors
Ohio
-$50.2M
3
Bank of America
Bank of America
North Carolina
-$32.7M
4
FSWA
Financial Synergies Wealth Advisors
Texas
-$32.1M
5
Osaic Holdings
Osaic Holdings
Arizona
-$30M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
926
MidAtlantic Capital Management
Virginia
$1.16M +$1.06M +19,876 New
HPC
927
HM Payson & Co
Maine
$1.15M -$88.7K -1,660 -8%
CFFP
928
Center for Financial Planning
Michigan
$1.15M – – –
GC
929
Guidance Capital
Kentucky
$1.14M -$55.1K -1,032 -5%
National Bank of Canada
930
National Bank of Canada
Quebec, Canada
$1.14M +$287K +5,376 +38%
PIA
931
Perennial Investment Advisors
California
$1.13M +$106K +1,984 +11%
WWM
932
WT Wealth Management
Arizona
$1.13M +$1.04M +19,460 New
LWMNY
933
Landmark Wealth Management (New York)
New York
$1.13M +$18K +336 +2%
NCMW
934
Northern Capital Management (Washington)
Washington
$1.13M +$66.5K +1,244 +7%
RWRC
935
R.W. Roge & Company
New York
$1.13M – – –
O3W
936
Omni 360 Wealth
New Jersey
$1.13M +$1.03M +19,344 New
SWA
937
Strategies Wealth Advisors
Michigan
$1.12M -$236K -4,408 -19%
SP
938
Stablepoint Partners
Massachusetts
$1.12M +$1.03M +19,280 New
ECM
939
Evergreen Capital Management
Washington
$1.11M -$29.9K -560 -3%
ECM
940
EagleClaw Capital Management
Massachusetts
$1.11M – – –
SOS
941
Silver Oak Securities
Tennessee
$1.11M -$1.92K -36 -0.2%
MBT
942
Montecito Bank & Trust
California
$1.09M +$4.92K +92 +0.5%
NPT
943
Nixon Peabody Trust
Massachusetts
$1.09M +$282K +5,272 +39%
NF
944
Nvest Financial
New Hampshire
$1.08M +$145K +2,716 +17%
CWMGP
945
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.08M -$18K -336 -2%
MWPCG
946
Measured Wealth Private Client Group
New Hampshire
$1.08M – – –
GLA
947
Good Life Advisors
Pennsylvania
$1.08M -$202K -3,788 -17%
HNW
948
High Note Wealth
Minnesota
$1.07M -$26.5K -496 -3%
BA
949
BCM Advisors
Louisiana
$1.07M +$178K +3,324 +22%
ADL
950
Asset Dedication LLC
California
$1.07M +$214 +4 +0%
36 37
38
39 40

VO Hedge Fund Activity: Q4 2023 in Review

1,829 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2023, worth a combined $39.8B — up 20% from $33.2B a quarter earlier.

Buyers outnumbered sellers: 270 funds opened new VO positions and 63 closed out — a net gain of 207 holders — while 758 added to existing stakes and 583 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.58B. The largest seller was Beacon Pointe Advisors, cutting an estimated $62.8M.

  • 1,829 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2023, up from 1,650 in Q3 2023.
  • Funds reported $39.8B of Vanguard Mid-Cap ETF stock for Q4 2023, up 20% quarter-over-quarter.
  • 270 funds opened new Vanguard Mid-Cap ETF positions in Q4 2023 and 63 closed out, a net change of +207 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.58B added.
  • The largest Vanguard Mid-Cap ETF seller in Q4 2023 was Beacon Pointe Advisors, an estimated $62.8M sold.

Based on aggregated 13F filings for Q4 2023.