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Vanguard Morningstar Mid-Cap ETF
VO

2,137 hedge funds and large institutions have $50.1B invested in Vanguard Morningstar Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 881 increasing their positions, 649 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

410% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 59

267% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $3.91M

36% more repeat investments, than reductions

Existing positions increased: 881 | Existing positions reduced: 649

13% more funds holding in top 10

Funds holding in top 10: 207 → 233 (+26)

12% more capital invested

Capital invested by funds: $44.7B → $50.1B (+$5.34B)

11% more funds holding

Funds holding: 1,931 → 2,137 (+206)

2.39% more ownership

Funds ownership: 256.66% → 259.04% (+2.4%)

Holders
2,137
Holders Change
+206
Holders Change %
+10.67%
% of All Funds
28.14%
Holding in Top 10
233
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+12.56%
% of All Funds
3.07%
New
301
Increased
881
Reduced
649
Closed
59
Calls
$14.3M
Puts
$3.91M
Net Calls
+$10.4M
Net Calls Change
+$19.7M

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$805M
2
Bank of America
Bank of America
North Carolina
+$132M
3
CIA
Choate Investment Advisors
Massachusetts
+$115M
4
Morgan Stanley
Morgan Stanley
New York
+$82M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$64.1M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$131M
2
MIS
Morningstar Investment Services
Illinois
-$76M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$53.7M
4
CWM
Connecticut Wealth Management
Connecticut
-$53.4M
5
Ameriprise
Ameriprise
Minnesota
-$29.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
951
Strata Wealth Advisors
Texas
$1.61M +$190K +2,796 +13%
SFS
952
Security Financial Services
Indiana
$1.61M -$89.9K -1,324 -5%
CCA
953
Checchi Capital Advisers
California
$1.6M +$74.4K +1,096 +5%
RBC
954
Romano Brothers & Co
Illinois
$1.6M +$47.8K +704 +3%
ATC
955
Adirondack Trust Company
New York
$1.59M – – –
HCWM
956
Hidden Cove Wealth Management
Washington
$1.59M +$1.64M +24,132 New
MCCP
957
Mission Creek Capital Partners
California
$1.59M +$278K +4,088 +20%
MCWS
958
McKinley Carter Wealth Services
West Virginia
$1.59M -$4.89K -72 -0.3%
LFA
959
Laraway Financial Advisors
Minnesota
$1.58M -$10.6K -156 -0.6%
SAG
960
SageView Advisory Group
California
$1.58M +$341K +5,024 +27%
CAL
961
Capital Analysts LLC
Pennsylvania
$1.58M +$47.5K +700 +3%
SWA
962
Sax Wealth Advisors
New Jersey
$1.57M +$10.3K +152 +0.6%
MWM
963
Mascagni Wealth Management
Mississippi
$1.57M +$1.65M +24,272 New
KFA
964
Kelleher Financial Advisors
New York
$1.56M -$130K -1,920 -8%
CCA
965
Clarity Capital Advisors
Florida
$1.56M +$947K +13,948 +144%
BAM
966
BOS Asset Management
Illinois
$1.56M -$20.4K -300 -1%
OFG
967
Opulen Financial Group
Virginia
$1.56M +$1.6M +23,600 New
ACM
968
Alpha Capital Management
Texas
$1.55M +$70.1K +1,032 +5%
RCAG
969
Rehmann Capital Advisory Group
Michigan
$1.55M +$29.3K +432 +2%
AA
970
Addison Advisors
Vermont
$1.54M -$12.5K -184 -0.8%
SA
971
Sincerus Advisory
New York
$1.54M +$1.58M +23,316 New
SA
972
SoundView Advisors
Washington
$1.54M +$1.58M +23,300 New
NB
973
NBT Bank
New York
$1.54M -$118K -1,744 -7%
AIM
974
Aspen Investment Management
Michigan
$1.53M – – –
CP
975
Camelot Portfolios
Ohio
$1.53M -$72.2K -1,064 -4%
37 38
39
40 41

VO Hedge Fund Activity: Q4 2024 in Review

2,137 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q4 2024, worth a combined $50.1B — up 12% from $44.7B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new VO positions and 59 closed out — a net gain of 242 holders — while 881 added to existing stakes and 649 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $805M. The largest seller was Focus Partners Wealth, cutting an estimated $131M.

  • 2,137 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q4 2024, up from 1,931 in Q3 2024.
  • Funds reported $50.1B of Vanguard Morningstar Mid-Cap ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 301 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q4 2024 and 59 closed out, a net change of +242 holders.
  • The largest Vanguard Morningstar Mid-Cap ETF buyer in Q4 2024 was Jones Financial Companies, an estimated $805M added.
  • The largest Vanguard Morningstar Mid-Cap ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2024.