Vanguard Morningstar Mid-Cap ETF
1,654 hedge funds and large institutions have $34.5B invested in Vanguard Morningstar Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 713 increasing their positions, 554 reducing their positions, and 66 closing their positions.
165% more call options, than puts
Call options by funds: $31M | Put options by funds: $11.7M
79% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 66
29% more repeat investments, than reductions
Existing positions increased: 713 | Existing positions reduced: 554
6% more capital invested
Capital invested by funds: $32.7B → $34.5B (+$1.86B)
2% more funds holding
Funds holding: 1,618 → 1,654 (+36)
0% more funds holding in top 10
Funds holding in top 10: 197 → 197 (0)
0.05% less ownership
Funds ownership: 253.63% → 253.58% (-0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$781M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$89.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$68.8M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$50.5M |
| 5 |
Morgan Stanley
New York
|
+$47.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.24B |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$64.3M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$38.3M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$34.9M |
| 5 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$25.4M |
VO Hedge Fund Activity: Q2 2023 in Review
1,654 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q2 2023, worth a combined $34.5B — up 5.7% from $32.7B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new VO positions and 66 closed out — a net gain of 52 holders — while 713 added to existing stakes and 554 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $781M. The largest seller was Wells Fargo, cutting an estimated $1.24B.
- 1,654 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q2 2023, up from 1,618 in Q1 2023.
- Funds reported $34.5B of Vanguard Morningstar Mid-Cap ETF stock for Q2 2023, up 5.7% quarter-over-quarter.
- 118 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q2 2023 and 66 closed out, a net change of +52 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q2 2023 was Jones Financial Companies, an estimated $781M added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q2 2023 was Wells Fargo, an estimated $1.24B sold.
Based on aggregated 13F filings for Q2 2023.