Vanguard Morningstar Mid-Cap ETF
1,888 hedge funds and large institutions have $40.4B invested in Vanguard Morningstar Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 712 increasing their positions, 675 reducing their positions, and 87 closing their positions.
144% more call options, than puts
Call options by funds: $13.9M | Put options by funds: $5.71M
52% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 87
45% more capital inflows, than outflows
Capital inflows: $2.13B | Capital outflows: $1.47B
1% more funds holding
Funds holding: 1,867 → 1,888 (+21)
5% more repeat investments, than reductions
Existing positions increased: 712 | Existing positions reduced: 675
0.46% less ownership
Funds ownership: 63.93% → 63.47% (-0.46%)
7% less funds holding in top 10
Funds holding in top 10: 213 → 198 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$864M |
| 2 |
Clearstead Advisors
Cleveland,
Ohio
|
+$93.3M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
+$70.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$69.8M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$57.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Border to Coast Pensions Partnership
Leeds,
United Kingdom
|
-$290M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$124M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$99.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$77.8M |
| 5 |
CBIZ Investment Advisory Services
Independence,
Ohio
|
-$55.2M |
VO Hedge Fund Activity: Q2 2024 in Review
1,888 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q2 2024, worth a combined $40.4B — down 2% from $41.2B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new VO positions and 87 closed out — a net gain of 45 holders — while 712 added to existing stakes and 675 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $864M. The largest seller was Border to Coast Pensions Partnership, exiting entirely with an estimated $290M sold.
- 1,888 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q2 2024, up from 1,867 in Q1 2024.
- Funds reported $40.4B of Vanguard Morningstar Mid-Cap ETF stock for Q2 2024, down 2% quarter-over-quarter.
- 132 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q2 2024 and 87 closed out, a net change of +45 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q2 2024 was Jones Financial Companies, an estimated $864M added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q2 2024 was Border to Coast Pensions Partnership, an estimated $290M sold.
Based on aggregated 13F filings for Q2 2024.