Vanguard Morningstar Mid-Cap ETF
2,140 hedge funds and large institutions have $46.9B invested in Vanguard Morningstar Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 883 increasing their positions, 650 reducing their positions, and 59 closing their positions.
410% more first-time investments, than exits
New positions opened: 301 | Existing positions closed: 59
267% more call options, than puts
Call options by funds: $14.3M | Put options by funds: $3.91M
36% more repeat investments, than reductions
Existing positions increased: 883 | Existing positions reduced: 650
13% more funds holding in top 10
Funds holding in top 10: 207 → 233 (+26)
11% more funds holding
Funds holding: 1,934 → 2,140 (+206)
5% more capital invested
Capital invested by funds: $44.8B → $46.9B (+$2.12B)
0.59% more ownership
Funds ownership: 64.18% → 64.77% (+0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$805M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$132M |
| 3 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$115M |
| 4 |
Morgan Stanley
New York
|
+$82M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$64.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$131M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$76M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$53.7M |
| 4 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$53.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$29.8M |
VO Hedge Fund Activity: Q4 2024 in Review
2,140 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q4 2024, worth a combined $46.9B — up 4.7% from $44.8B a quarter earlier.
Buyers outnumbered sellers: 301 funds opened new VO positions and 59 closed out — a net gain of 242 holders — while 883 added to existing stakes and 650 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $805M. The largest seller was Focus Partners Wealth, cutting an estimated $131M.
- 2,140 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q4 2024, up from 1,934 in Q3 2024.
- Funds reported $46.9B of Vanguard Morningstar Mid-Cap ETF stock for Q4 2024, up 4.7% quarter-over-quarter.
- 301 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q4 2024 and 59 closed out, a net change of +242 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q4 2024 was Jones Financial Companies, an estimated $805M added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $131M sold.
Based on aggregated 13F filings for Q4 2024.