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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 136 funds opening new positions, 791 increasing their positions, 641 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 75

23% more repeat investments, than reductions

Existing positions increased: 791 | Existing positions reduced: 641

2% more funds holding

Funds holding: 1,828 → 1,862 (+34)

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 (+$1.4B)

2% less funds holding in top 10

Funds holding in top 10: 218 → 213 (-5)

21.69% less ownership

Funds ownership: 277.36% → 255.68% (-22%)

Holders
1,862
Holders Change
+34
Holders Change %
+1.86%
% 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
136
Increased
791
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
VCM
1851
Viewpoint Capital Management
Washington
$2.25K – – –
AA
1852
AlphaMark Advisors
Kentucky
$2K – – –
FWA
1853
FSC Wealth Advisors
New York
$1.5K – – –
OLVIG
1854
Oliver Lagore Vanvalin Investment Group
Michigan
$1.5K +$1.42K +24 New
RS
1855
Rakuten Securities
Japan
$1.5K +$1.42K +24 New
GWM
1856
Grand Wealth Management
Michigan
$1.29K – – –
NA
1857
Nordwand Advisors
Pennsylvania
$1.25K – – –
YAL
1858
Your Advocates Ltd
Texas
$1.25K – – –
RF
1859
Robbins Farley
New Hampshire
$1K – – –
BWP
1860
Baldwin Wealth Partners
Massachusetts
$750 -$4.73K -80 -87%
TCA
1861
Trifecta Capital Advisors
Illinois
$750 +$709 +12 New
LWA
1862
Lowe Wealth Advisors
Maryland
$500 – – –
AWA
1863
Alaska Wealth Advisors
Alaska
$500 +$473 +8 New
TRCT
1864
Tower Research Capital (TRC)
New York
$500 +$473 +8 New
SFA
1865
Semmax Financial Advisors
North Carolina
$495 – – –
SVCP
1866
Silicon Valley Capital Partners
California
$234 – – –
OHWA
1867
Oak Hill Wealth Advisors
Virginia
– -$40.7M -688,124 Closed
LCWP
1868
Legacy Capital Wealth Partners
Arkansas
– -$9.13M -157,020 Closed
BWS
1869
Buck Wealth Strategies
Colorado
– -$6.27M -107,808 Closed
PWP
1870
Perfromance Wealth Partners
Illinois
– -$5.83M -100,240 Closed
MSA
1871
Marathon Strategic Advisors
Pennsylvania
– -$4.08M -70,076 Closed
AWA
1872
Arete Wealth Advisors
Illinois
– -$2.36M -40,568 Closed
MWM
1873
Meridian Wealth Management
Kentucky
– -$2.16M -37,196 Closed
WIA
1874
World Investment Advisors
California
– -$2.05M -35,296 Closed
GC
1875
Guidance Capital
Kentucky
– -$1.14M -19,692 Closed
73 74
75
76 77

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: 136 funds opened new VO positions and 75 closed out — a net gain of 61 holders — while 791 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 1,828 in Q4 2023.
  • Funds reported $41.2B of Vanguard Mid-Cap ETF stock for Q1 2024, up 3.5% quarter-over-quarter.
  • 136 funds opened new Vanguard Mid-Cap ETF positions in Q1 2024 and 75 closed out, a net change of +61 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.