VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,217 hedge funds and large institutions have $25.9B invested in Vanguard Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 493 increasing their positions, 330 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
+162
Holders Change %
+15.36%
% of All Funds
21.59%
Holding in Top 10
144
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+21.01%
% of All Funds
2.56%
New
209
Increased
493
Reduced
330
Closed
30
Calls
$90.3M
Puts
$125M
Net Calls
-$34.6M
Net Calls Change
-$23.1M

Top Buyers

1
CM
Churchill Management
California
+$166M
2
Ameriprise
Ameriprise
Minnesota
+$90.3M
3
ECM
ExodusPoint Capital Management
New York
+$82.7M
4
WANY
Wealthspire Advisors (New York)
New York
+$71M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.37B
2
Bessemer Group
Bessemer Group
New Jersey
-$144M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$73.2M
4
Bank of America
Bank of America
North Carolina
-$62.2M
5
CIAS
CBIZ Investment Advisory Services
Ohio
-$55.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBC
276
Lowe Brockenbrough & Co
Virginia
$5.87M +$285K +1,378 +5%
AFS
277
Annapolis Financial Services
Maryland
$5.84M +$5.84M +28,260 New
RE
278
RBC Europe
United Kingdom
$5.82M +$57.9K +280 +1%
OIA
279
OneDigital Investment Advisors
Kansas
$5.73M +$78.3K +378 +1%
SHGA
280
Sand Hill Global Advisors
California
$5.71M – – –
DADC
281
D.A. Davidson & Co
Montana
$5.71M +$76.7K +371 +1%
HL
282
HeadInvest LLC
Maine
$5.71M +$105K +510 +2%
BWA
283
BDO Wealth Advisors
Florida
$5.67M +$276K +1,334 +5%
NIM
284
Northeast Investment Management
Massachusetts
$5.63M -$183K -884 -3%
Principal Financial Group
285
Principal Financial Group
Iowa
$5.62M +$3.19M +15,444 +132%
LIA
286
LBMC Investment Advisors
Tennessee
$5.58M +$11K +53 +0.2%
PG
287
Prostatis Group
Maryland
$5.51M +$5.51M +26,661 New
PWLP
288
Prio Wealth Limited Partnership
Massachusetts
$5.5M +$510K +2,466 +10%
PI
289
Pachira Investments
California
$5.48M +$5.48M +26,495 New
GWM
290
Gray Wealth Management
Maine
$5.47M -$67.8K -329 -1%
BFWA
291
Benchmark Financial Wealth Advisors
Florida
$5.47M +$280K +1,352 +5%
CA
292
Cetera Advisors
Colorado
$5.46M +$191K +923 +4%
LIG
293
Lokken Investment Group
Delaware
$5.46M +$5.46M +26,383 New
GC
294
Gibson Capital
Pennsylvania
$5.45M – – –
1WM
295
1900 Wealth Management
Texas
$5.44M +$5.44M +26,321 New
RW
296
REDW Wealth
New Mexico
$5.42M -$341K -1,649 -6%
RJT
297
Raymond James Trust
Florida
$5.4M -$320K -1,548 -6%
CAG
298
Crestwood Advisors Group
Massachusetts
$5.39M -$149K -721 -3%
MWM
299
Marietta Wealth Management
Georgia
$5.38M +$283K +1,370 +6%
ZCM
300
Ziegler Capital Management
Illinois
$5.38M – – –
10 11
12
13 14