Vanguard Morningstar Mid-Cap ETF
1,937 hedge funds and large institutions have $44.8B invested in Vanguard Morningstar Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 861 increasing their positions, 626 reducing their positions, and 56 closing their positions.
138% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 56
104% more capital inflows, than outflows
Capital inflows: $1.89B | Capital outflows: $927M
38% more repeat investments, than reductions
Existing positions increased: 861 | Existing positions reduced: 626
5% more funds holding in top 10
Funds holding in top 10: 198 → 207 (+9)
3% more funds holding
Funds holding: 1,888 → 1,937 (+49)
0.71% more ownership
Funds ownership: 63.47% → 64.18% (+0.71%)
39% less call options, than puts
Call options by funds: $14.8M | Put options by funds: $24.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Border to Coast Pensions Partnership
Leeds,
United Kingdom
|
+$294M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$236M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$136M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$111M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$74.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$231M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$201M |
| 3 |
Simplicity Wealth
Summit,
New Jersey
|
-$93.3M |
| 4 |
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
-$41.6M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$23.8M |
VO Hedge Fund Activity: Q3 2024 in Review
1,937 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q3 2024, worth a combined $44.8B — up 11% from $40.4B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new VO positions and 56 closed out — a net gain of 77 holders — while 861 added to existing stakes and 626 trimmed.
The largest buyer was Border to Coast Pensions Partnership, opening a new position worth an estimated $294M. The largest seller was Bank of New York Mellon, cutting an estimated $231M.
- 1,937 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q3 2024, up from 1,888 in Q2 2024.
- Funds reported $44.8B of Vanguard Morningstar Mid-Cap ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 133 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q3 2024 and 56 closed out, a net change of +77 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q3 2024 was Border to Coast Pensions Partnership, an estimated $294M added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q3 2024 was Bank of New York Mellon, an estimated $231M sold.
Based on aggregated 13F filings for Q3 2024.