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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
SIS
1151
Sound Income Strategies
Florida
$978K -$37.5K -552 -4%
MWM
1152
Mission Wealth Management
California
$974K -$10.9K -160 -1%
CAM
1153
Covenant Asset Management
New Jersey
$974K -$39.6K -584 -4%
TA
1154
TFG Advisers
Michigan
$973K -$2.44K -36 -0.2%
SEM
1155
Strategic Equity Management
Arizona
$972K +$185K +2,728 +23%
ACM
1156
Ardent Capital Management
Ohio
$972K – – –
MIA
1157
Milestone Investment Advisors
Wisconsin
$965K +$320K +4,716 +48%
CGL
1158
Clarius Group LLC
Washington
$961K -$205K -3,024 -17%
ACM
1159
Avalon Capital Management
California
$957K +$984K +14,492 New
PB
1160
Pinnacle Bancorp
Nebraska
$953K – – –
MAM
1161
Marotta Asset Management
Virginia
$950K – – –
RH
1162
RFG Holdings
Texas
$949K -$874K -12,880 -47%
RTC
1163
Riverview Trust Company
Washington
$949K – – –
CCC
1164
Compass Capital Corp
Massachusetts
$948K +$927K +13,648 New
LF
1165
LifePlan Financial
Minnesota
$941K -$82.6K -1,216 -8%
HW
1166
Hancock Whitney
Mississippi
$941K – – –
EAM
1167
Evanson Asset Management
California
$940K +$75.5K +1,112 +8%
JFGLC
1168
Johnson Financial Group LLC (Colorado)
Colorado
$939K – – –
CPWM
1169
Cypress Point Wealth Management
Texas
$938K -$67.9K -1,000 -7%
MPW
1170
Melone Private Wealth
Michigan
$937K +$2.44K +36 +0.3%
MAS
1171
Madden Advisory Services
Florida
$932K +$4.89K +72 +0.5%
SMWM
1172
Silvia McColl Wealth Management
California
$930K -$46.4K -684 -5%
CWM
1173
Centricity Wealth Management
Ohio
$929K +$956K +14,076 New
Vontobel Holding
1174
Vontobel Holding
Switzerland
$928K +$955K +14,060 New
FIA
1175
Foundations Investment Advisors
Arizona
$923K +$205K +3,016 +28%
45 46
47
48 49

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.