Vanguard Morningstar Mid-Cap ETF
1,650 hedge funds and large institutions have $33.2B invested in Vanguard Morningstar Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 771 increasing their positions, 532 reducing their positions, and 72 closing their positions.
467% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $2.71M
45% more repeat investments, than reductions
Existing positions increased: 771 | Existing positions reduced: 532
21% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 72
1.28% more ownership
Funds ownership: 253.55% → 254.83% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 197 → 197 (0)
0% less funds holding
Funds holding: 1,652 → 1,650 (-2)
4% less capital invested
Capital invested by funds: $34.5B → $33.2B (-$1.34B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$162M |
| 2 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$95.7M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$79.1M |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$68.1M |
| 5 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$55.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MRC
Millburn Ridgefield Corp
New York
|
-$94.9M |
| 2 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
-$94.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$65.7M |
| 4 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$48.8M |
| 5 |
ACM
Alpha Capital Management
Austin,
Texas
|
-$34.1M |
VO Hedge Fund Activity: Q3 2023 in Review
1,650 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q3 2023, worth a combined $33.2B — down 3.9% from $34.5B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new VO positions and 72 closed out — a net gain of 15 holders — while 771 added to existing stakes and 532 trimmed.
The largest buyer was Charles Schwab, opening a new position worth an estimated $162M. The largest seller was Millburn Ridgefield Corp, cutting an estimated $94.9M.
- 1,650 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q3 2023, down from 1,652 in Q2 2023.
- Funds reported $33.2B of Vanguard Morningstar Mid-Cap ETF stock for Q3 2023, down 3.9% quarter-over-quarter.
- 87 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q3 2023 and 72 closed out, a net change of +15 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q3 2023 was Charles Schwab, an estimated $162M added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q3 2023 was Millburn Ridgefield Corp, an estimated $94.9M sold.
Based on aggregated 13F filings for Q3 2023.