VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,050 hedge funds and large institutions have $20.8B invested in Vanguard Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 400 increasing their positions, 356 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+65
Holders Change %
+6.6%
% of All Funds
21.58%
Holding in Top 10
115
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.52%
% of All Funds
2.36%
New
122
Increased
400
Reduced
356
Closed
50
Calls
$7.27M
Puts
$5.43M
Net Calls
+$1.85M
Net Calls Change
+$1.27M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.45B
2
UBS Group
UBS Group
Switzerland
+$547M
3
Bessemer Group
Bessemer Group
New Jersey
+$143M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$96.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$85.7M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$86M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$69.1M
3
WANY
Wealthspire Advisors (New York)
New York
-$54.6M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$53.4M
5
CIAS
CBIZ Investment Advisory Services
Ohio
-$42.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
226
Laurel Wealth Advisors (California)
California
$5.18M +$870K +5,308 +20%
CWS
227
Cypress Wealth Services
California
$5.15M -$341K -2,078 -6%
FAAS
228
First Allied Advisory Services
California
$5.14M +$921K +5,618 +22%
WFPG
229
Waller Financial Planning Group
Ohio
$5.11M -$803K -4,896 -14%
SBL
230
Sargent Bickham Lagudis
Colorado
$5.1M -$60.3K -368 -1%
CIC
231
Carnegie Investment Counsel
Ohio
$5.1M -$103K -629 -2%
LNC
232
Lincoln National Corp
Pennsylvania
$5.06M +$1M +6,123 +25%
RW
233
REDW Wealth
New Mexico
$5M -$333K -2,034 -6%
RPC
234
Rossmore Private Capital
Connecticut
$4.99M +$539K +3,289 +12%
AAS
235
Avantax Advisory Services
Texas
$4.94M -$8.36K -51 -0.2%
Victory Capital Management
236
Victory Capital Management
Texas
$4.93M -$4.93M -30,077 -50%
QIM
237
Quest Investment Management
Oregon
$4.91M -$683K -4,167 -12%
SPC
238
Sigma Planning Corp
Michigan
$4.85M +$182K +1,110 +4%
KeyBank National Association
239
KeyBank National Association
Ohio
$4.84M -$158K -963 -3%
EWM
240
Endurance Wealth Management
Rhode Island
$4.82M – – –
SL
241
Systelligence LLC
Minnesota
$4.82M +$3.72M +22,692 +339%
OIA
242
OneDigital Investment Advisors
Kansas
$4.8M -$123K -747 -2%
NIM
243
Northeast Investment Management
Massachusetts
$4.74M -$1.51M -9,219 -24%
JA
244
JVL Associates
Michigan
$4.72M +$1.36M +8,289 +40%
SCA
245
STALEY CAPITAL ADVISERS
Pennsylvania
$4.68M +$1.47M +8,955 +46%
AWM
246
Aries Wealth Management
Maine
$4.61M +$102K +620 +2%
BWA
247
BDO Wealth Advisors
Florida
$4.57M -$18.6M -113,375 -80%
RE
248
RBC Europe
United Kingdom
$4.57M -$11K -67 -0.2%
PA
249
Pinnacle Associates
New York
$4.55M +$39.3K +240 +0.9%
SHGA
250
Sand Hill Global Advisors
California
$4.53M -$2.31M -14,121 -34%
8 9
10
11 12