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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
TPWA
1526
Twin Peaks Wealth Advisors
California
$266K +$38.1K +644 +18%
CSWM
1527
Cassady Schiller Wealth Management
Ohio
$263K +$18.2K +308 +8%
TWP
1528
Tyche Wealth Partners
Texas
$263K -$124K -2,104 -33%
WPC
1529
Waters Parkerson & Co
Louisiana
$263K – – –
LT
1530
Legacy Trust
Michigan
$263K +$249K +4,208 New
BCA
1531
Ballentine Capital Advisors
South Carolina
$263K – – –
GAM
1532
Gotham Asset Management
New York
$261K +$247K +4,176 New
MWP
1533
Madison Wealth Partners
Wisconsin
$261K +$28.6K +484 +13%
CCWM
1534
Correct Capital Wealth Management
Missouri
$260K – – –
PWA
1535
Physician Wealth Advisors
Utah
$260K +$473 +8 +0.2%
WTA
1536
Washington Trust Advisors
Massachusetts
$259K – – –
AC
1537
Anson Capital
Georgia
$258K -$40.2K -680 -14%
DP
1538
Dearborn Partners
Illinois
$257K -$13.7K -232 -5%
NW
1539
Naviter Wealth
Arkansas
$257K -$50.1K -848 -17%
IF
1540
Intrua Financial
Texas
$257K -$27.7K -468 -10%
MCM
1541
Mendel Capital Management
Arkansas
$256K – – –
SPWG
1542
Syntegra Private Wealth Group
Missouri
$256K +$242K +4,096 New
GSB
1543
Greenfield Savings Bank
Massachusetts
$256K – – –
PBO
1544
Peoples Bank (Ohio)
Ohio
$256K +$1.66K +28 +0.7%
ZIM
1545
Zacks Investment Management
Illinois
$255K -$473 -8 -0.2%
EW
1546
Enzi Wealth
Texas
$255K +$43K +728 +20%
PPW
1547
Presilium Private Wealth
Pennsylvania
$254K +$946 +16 +0.4%
FA
1548
FC Advisory
Pennsylvania
$253K -$20.1K -340 -8%
WIM
1549
Westside Investment Management
California
$252K +$11.8K +200 +5%
APW
1550
Acima Private Wealth
Virginia
$252K -$4.96K -84 -2%
60 61
62
63 64

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.