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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
TA
926
TrueWealth Advisors
Alabama
$1.31M -$84.6K -1,432 -6%
CG
927
Cutler Group
California
$1.3M +$1.23M +20,872 New
CFS
928
Coordinated Financial Services
Colorado
$1.3M +$1.23M +20,852 New
AL
929
Aspiriant LLC
California
$1.3M -$74.5K -1,260 -6%
GSIAS
930
Garden State Investment Advisory Services
New Jersey
$1.3M – – –
SFS
931
Security Financial Services
Indiana
$1.3M +$25.8K +436 +2%
BFO
932
Biltmore Family Office
North Carolina
$1.29M – – –
VAMG
933
Voisard Asset Management Group
Michigan
$1.29M – – –
OSAM
934
O'Shaughnessy Asset Management
Connecticut
$1.29M +$239K +4,048 +24%
TMWM
935
Taylor & Morgan Wealth Management
Michigan
$1.29M – – –
RCAG
936
Rehmann Capital Advisory Group
Michigan
$1.28M +$14.7K +248 +1%
TC
937
TownSquare Capital
Utah
$1.28M +$579K +9,804 +92%
SCA
938
Stillwater Capital Advisors
Pennsylvania
$1.28M -$4.73K -80 -0.4%
CFFP
939
Center for Financial Planning
Michigan
$1.27M +$35.5K +600 +3%
WWM
940
Western Wealth Management
Colorado
$1.27M -$366K -6,192 -23%
NB
941
NBT Bank
New York
$1.27M -$386K -6,540 -24%
HHWM
942
Hiley Hunt Wealth Management
Nebraska
$1.26M -$120K -2,032 -9%
FM
943
Family Management
New York
$1.26M -$1.54M -26,040 -56%
RSVP
944
Ramsay Stattman Vela & Price
Colorado
$1.26M – – –
GP
945
Greenline Partners
New York
$1.26M – – –
PCA
946
Pallas Capital Advisors
Massachusetts
$1.26M -$15.4K -260 -1%
SIG
947
Stonegate Investment Group
Alabama
$1.25M +$146K +2,468 +14%
TPI
948
Trust Point Inc
Wisconsin
$1.25M -$15.4K -260 -1%
Fisher Asset Management
949
Fisher Asset Management
Washington
$1.24M +$375K +6,348 +47%
VFA
950
Valeo Financial Advisors
Indiana
$1.23M +$143K +2,416 +13%
36 37
38
39 40

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.