Vanguard Morningstar Mid-Cap ETF
1,618 hedge funds and large institutions have $32.7B invested in Vanguard Morningstar Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 698 increasing their positions, 582 reducing their positions, and 56 closing their positions.
84% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 56
20% more repeat investments, than reductions
Existing positions increased: 698 | Existing positions reduced: 582
11% more call options, than puts
Call options by funds: $19.3M | Put options by funds: $17.4M
3% more capital invested
Capital invested by funds: $31.6B → $32.7B (+$1.04B)
0% less funds holding
Funds holding: 1,620 → 1,618 (-2)
1.06% less ownership
Funds ownership: 254.69% → 253.63% (-1.1%)
2% less funds holding in top 10
Funds holding in top 10: 201 → 197 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$89.6M |
| 2 |
FCB
First Command Bank
Fort Worth,
Texas
|
+$87.4M |
| 3 |
FCFS
First Command Financial Services
Fort Worth,
Texas
|
+$87.4M |
| 4 |
CIAS
CBIZ Investment Advisory Services
Independence,
Ohio
|
+$83.8M |
| 5 |
Bank of New York Mellon
New York
|
+$51.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$351M |
| 2 |
Morgan Stanley
New York
|
-$109M |
| 3 |
BlackRock
New York
|
-$39.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$35.3M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$29.5M |
VO Hedge Fund Activity: Q1 2023 in Review
1,618 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q1 2023, worth a combined $32.7B — up 3.3% from $31.6B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new VO positions and 56 closed out — a net gain of 47 holders — while 698 added to existing stakes and 582 trimmed.
The largest buyer was Simplicity Solutions, adding an estimated $89.6M. The largest seller was JP Morgan Chase, cutting an estimated $351M.
- 1,618 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q1 2023, down from 1,620 in Q4 2022.
- Funds reported $32.7B of Vanguard Morningstar Mid-Cap ETF stock for Q1 2023, up 3.3% quarter-over-quarter.
- 103 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q1 2023 and 56 closed out, a net change of +47 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q1 2023 was Simplicity Solutions, an estimated $89.6M added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q1 2023 was JP Morgan Chase, an estimated $351M sold.
Based on aggregated 13F filings for Q1 2023.