Vanguard Mid-Cap ETF
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$236M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$138M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$98.1M |
| 4 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$83.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$72.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.62B |
| 2 |
Cerity Partners
New York
|
-$1.37B |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$233M |
| 4 |
Bank of New York Mellon
New York
|
-$111M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$65.3M |
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.