Vanguard Morningstar Mid-Cap ETF
1,832 hedge funds and large institutions have $38.2B invested in Vanguard Morningstar Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 761 increasing their positions, 582 reducing their positions, and 63 closing their positions.
330% more first-time investments, than exits
New positions opened: 271 | Existing positions closed: 63
307% more call options, than puts
Call options by funds: $27.8M | Put options by funds: $6.84M
31% more repeat investments, than reductions
Existing positions increased: 761 | Existing positions reduced: 582
15% more capital invested
Capital invested by funds: $33.1B → $38.2B (+$5.02B)
11% more funds holding
Funds holding: 1,652 → 1,832 (+180)
11% more funds holding in top 10
Funds holding in top 10: 197 → 218 (+21)
2.98% more ownership
Funds ownership: 63.61% → 66.6% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$1.25B |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$127M |
| 3 |
Morgan Stanley
New York
|
+$79.6M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$65.4M |
| 5 |
OAM
Oppenheimer Asset Management
New York
|
+$57.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$62.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$32.7M |
| 3 |
FSWA
Financial Synergies Wealth Advisors
Houston,
Texas
|
-$32.1M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$30M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$15.6M |
VO Hedge Fund Activity: Q4 2023 in Review
1,832 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q4 2023, worth a combined $38.2B — up 15% from $33.1B a quarter earlier.
Buyers outnumbered sellers: 271 funds opened new VO positions and 63 closed out — a net gain of 208 holders — while 761 added to existing stakes and 582 trimmed.
The largest buyer was Cerity Partners, adding an estimated $1.25B. The largest seller was Beacon Pointe Advisors, cutting an estimated $62.8M.
- 1,832 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q4 2023, up from 1,652 in Q3 2023.
- Funds reported $38.2B of Vanguard Morningstar Mid-Cap ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 271 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q4 2023 and 63 closed out, a net change of +208 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q4 2023 was Cerity Partners, an estimated $1.25B added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q4 2023 was Beacon Pointe Advisors, an estimated $62.8M sold.
Based on aggregated 13F filings for Q4 2023.