VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

748 hedge funds and large institutions have $11.7B invested in Vanguard Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 286 increasing their positions, 184 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
748
Holders Change
+107
Holders Change %
+16.69%
% of All Funds
16.99%
Holding in Top 10
84
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+25.37%
% of All Funds
1.91%
New
141
Increased
286
Reduced
184
Closed
23
Calls
$3.69M
Puts
$542K
Net Calls
+$3.15M
Net Calls Change
+$42K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$131M
2
UBS Group
UBS Group
Switzerland
+$64.9M
3
Wells Fargo
Wells Fargo
California
+$58.2M
4
Bank of America
Bank of America
North Carolina
+$30.5M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$29.4M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$87.2M
2
USAA
United Services Automobile Association
Texas
-$83.1M
3
Morgan Stanley
Morgan Stanley
New York
-$49.4M
4
HFS
HL Financial Services
Kentucky
-$12.5M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
226
Evercore Wealth Management
New York
$3.16M -$389K -2,515 -11%
HSA
227
HBK Sorce Advisory
Pennsylvania
$3.16M +$94.1K +608 +3%
OC
228
Oppenheimer & Co
New York
$3.14M -$923K -5,963 -23%
PMG
229
ProVise Management Group
Florida
$3.13M +$42.6K +275 +1%
CPA
230
Clear Perspective Advisors
Illinois
$3.07M +$479K +3,097 +18%
WIA
231
Wealthstreet Investment Advisors
Texas
$3.06M +$3.06M +19,745 New
Principal Financial Group
232
Principal Financial Group
Iowa
$2.98M +$2.38M +15,398 +397%
BFS
233
Bradley Foster & Sargent
Connecticut
$2.97M +$869K +5,615 +41%
NL
234
NWAM LLC
Washington
$2.97M -$25.5K -165 -0.9%
EC
235
Estate Counselors
Wisconsin
$2.89M -$186K -1,200 -6%
CL
236
Cabana LLC
Arkansas
$2.88M +$2.88M +19,032 New
A
237
AdvicePeriod
California
$2.88M +$2.88M +18,588 New
SAM
238
Sawgrass Asset Management
Florida
$2.86M – – –
RFM
239
Royal Fund Management
Florida
$2.82M +$14.9K +96 +0.5%
SC
240
SouthState Corp
Florida
$2.79M +$442K +2,856 +19%
BJL
241
Brighton Jones LLC
Washington
$2.76M +$243K +1,568 +10%
FA
242
FDx Advisors
Illinois
$2.75M -$22.3K -144 -0.8%
Janus Henderson Group
243
Janus Henderson Group
United Kingdom
$2.72M -$1.26M -8,111 -32%
HAC
244
Harbor Advisory Corp
New Hampshire
$2.69M +$2.69M +17,377 New
EVM
245
Eaton Vance Management
Massachusetts
$2.67M – – –
MAM
246
Marquette Asset Management
Minnesota
$2.67M -$5.11K -33 -0.2%
JFGLC
247
Johnson Financial Group LLC (Colorado)
Colorado
$2.65M – – –
PA
248
Pinnacle Associates
New York
$2.65M +$134K +866 +5%
WB
249
WesBanco Bank
West Virginia
$2.62M -$104K -672 -4%
IWA
250
Inspirion Wealth Advisors
Illinois
$2.61M +$97.4K +629 +4%
8 9
10
11 12