Vanguard Mid-Cap ETF
1,829 hedge funds and large institutions have $39.8B invested in Vanguard Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 270 funds opening new positions, 758 increasing their positions, 583 reducing their positions, and 63 closing their positions.
329% more first-time investments, than exits
New positions opened: 270 | Existing positions closed: 63
307% more call options, than puts
Call options by funds: $27.8M | Put options by funds: $6.84M
30% more repeat investments, than reductions
Existing positions increased: 758 | Existing positions reduced: 583
22.54% more ownership
Funds ownership: 254.83% → 277.37% (+23%)
20% more capital invested
Capital invested by funds: $33.2B → $39.8B (+$6.6B)
11% more funds holding
Funds holding: 1,650 → 1,829 (+179)
11% more funds holding in top 10
Funds holding in top 10: 197 → 218 (+21)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.58B |
| 2 |
Cerity Partners
New York
|
+$1.25B |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$127M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$65.4M |
| 5 |
OAM
Oppenheimer Asset Management
New York
|
+$57.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$62.8M |
| 2 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$50.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$32.7M |
| 4 |
FSWA
Financial Synergies Wealth Advisors
Houston,
Texas
|
-$32.1M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$30M |
VO Hedge Fund Activity: Q4 2023 in Review
1,829 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2023, worth a combined $39.8B — up 20% from $33.2B a quarter earlier.
Buyers outnumbered sellers: 270 funds opened new VO positions and 63 closed out — a net gain of 207 holders — while 758 added to existing stakes and 583 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.58B. The largest seller was Beacon Pointe Advisors, cutting an estimated $62.8M.
- 1,829 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2023, up from 1,650 in Q3 2023.
- Funds reported $39.8B of Vanguard Mid-Cap ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 270 funds opened new Vanguard Mid-Cap ETF positions in Q4 2023 and 63 closed out, a net change of +207 holders.
- The largest Vanguard Mid-Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.58B added.
- The largest Vanguard Mid-Cap ETF seller in Q4 2023 was Beacon Pointe Advisors, an estimated $62.8M sold.
Based on aggregated 13F filings for Q4 2023.