Vanguard Morningstar Mid-Cap ETF
1,620 hedge funds and large institutions have $31.6B invested in Vanguard Morningstar Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 651 increasing their positions, 524 reducing their positions, and 63 closing their positions.
246% more first-time investments, than exits
New positions opened: 218 | Existing positions closed: 63
24% more repeat investments, than reductions
Existing positions increased: 651 | Existing positions reduced: 524
13% more funds holding in top 10
Funds holding in top 10: 178 → 201 (+23)
12% more capital invested
Capital invested by funds: $28.3B → $31.6B (+$3.3B)
8% more funds holding
Funds holding: 1,499 → 1,620 (+121)
4.31% more ownership
Funds ownership: 250.38% → 254.69% (+4.3%)
56% less call options, than puts
Call options by funds: $11.4M | Put options by funds: $25.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$151M |
| 2 |
Morgan Stanley
New York
|
+$105M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$36.8M |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$35.8M |
| 5 |
Cerity Partners
New York
|
+$29.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$54.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$35.8M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
-$35.2M |
| 4 |
Goldman Sachs
New York
|
-$21M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$19.9M |
VO Hedge Fund Activity: Q4 2022 in Review
1,620 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q4 2022, worth a combined $31.6B — up 12% from $28.3B a quarter earlier.
Buyers outnumbered sellers: 218 funds opened new VO positions and 63 closed out — a net gain of 155 holders — while 651 added to existing stakes and 524 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $151M. The largest seller was Jones Financial Companies, cutting an estimated $54.7M.
- 1,620 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q4 2022, up from 1,499 in Q3 2022.
- Funds reported $31.6B of Vanguard Morningstar Mid-Cap ETF stock for Q4 2022, up 12% quarter-over-quarter.
- 218 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q4 2022 and 63 closed out, a net change of +155 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $151M added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q4 2022 was Jones Financial Companies, an estimated $54.7M sold.
Based on aggregated 13F filings for Q4 2022.