We are live on ! Find out more
VO icon

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
BL
951
Balentine LLC
Georgia
$1.35M +$141K +2,248 +12%
CFFP
952
Center for Financial Planning
Michigan
$1.34M – – –
AR
953
Advisory Research
Illinois
$1.34M – – –
WC
954
Weil Company
California
$1.34M +$344K +5,472 +37%
USCWA
955
U.S. Capital Wealth Advisors
Texas
$1.34M +$289K +4,608 +29%
MCCA
956
Mill Creek Capital Advisors
Pennsylvania
$1.33M +$572K +9,108 +82%
RSVP
957
Ramsay Stattman Vela & Price
Colorado
$1.33M – – –
WIA
958
Wetzel Investment Advisors
Indiana
$1.32M +$1.21M +19,212 +2,309%
MCCP
959
Mission Creek Capital Partners
California
$1.32M +$202K +3,220 +19%
SCA
960
Stillwater Capital Advisors
Pennsylvania
$1.32M +$1.26M +20,000 New
PG
961
Proffitt & Goodson
Tennessee
$1.32M -$1.48M -23,556 -54%
CA
962
Crewe Advisors
Utah
$1.31M +$8.04K +128 +0.6%
CT
963
Colonial Trust
South Carolina
$1.31M +$614K +9,780 +97%
MCM
964
MidAtlantic Capital Management
Virginia
$1.3M +$26.9K +428 +2%
TW
965
Trajan Wealth
Arizona
$1.29M +$86.6K +1,380 +8%
LA
966
LexAurum Advisors
Kansas
$1.29M -$70.6K -1,124 -5%
NF
967
Nvest Financial
New Hampshire
$1.28M -$22.1K -352 -2%
ACI
968
Alpha Cubed Investments
California
$1.27M +$541K +8,616 +80%
GLA
969
Good Life Advisors
Pennsylvania
$1.27M +$384K +6,120 +46%
MA
970
MAS Advisors
Florida
$1.27M -$2.51K -40 -0.2%
AQR Capital Management
971
AQR Capital Management
Connecticut
$1.27M +$1.21M +19,252 New
MSS
972
Mitchell Sinkler & Starr
Pennsylvania
$1.27M +$7.53K +120 +0.6%
HPC
973
HM Payson & Co
Maine
$1.26M -$54.5K -868 -4%
MAM
974
MMA Asset Management
Pennsylvania
$1.26M +$68.8K +1,096 +6%
ECM
975
EagleClaw Capital Management
Massachusetts
$1.26M – – –
37 38
39
40 41

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.