VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,323 hedge funds and large institutions have $30.6B invested in Vanguard Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 577 increasing their positions, 390 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,323
Holders Change
+54
Holders Change %
+4.26%
% of All Funds
23.1%
Holding in Top 10
145
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.61%
% of All Funds
2.53%
New
114
Increased
577
Reduced
390
Closed
40
Calls
$44.5M
Puts
$7.05M
Net Calls
+$37.5M
Net Calls Change
+$30.2M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$112M
2
CCM
Coldstream Capital Management
Washington
+$61.3M
3
Ameriprise
Ameriprise
Minnesota
+$49.4M
4
CWM
Connecticut Wealth Management
Connecticut
+$37.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$36.4M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
-$341M
2
Wells Fargo
Wells Fargo
California
-$102M
3
Creative Planning
Creative Planning
Kansas
-$93.4M
4
Bessemer Group
Bessemer Group
New Jersey
-$54M
5
TF
TIAA FSB
Florida
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
276
BerganKDV Wealth Management
Minnesota
$7.11M +$45.6K +192 +0.6%
IWC
277
Integrated Wealth Concepts
Massachusetts
$7.11M +$1.2M +5,066 +20%
A
278
AdvicePeriod
California
$7.09M -$5.22K -22 -0.1%
TYCC
279
Texas Yale Capital Corp
Florida
$7.08M +$1.66K +7 +0%
MWM
280
Merriman Wealth Management
Washington
$7.07M +$7.07M +29,789 New
CWS
281
Cypress Wealth Services
California
$7.04M -$1.46M -6,154 -17%
BP
282
BBR Partners
New York
$7.02M -$2.35M -9,886 -25%
HR
283
Howe & Rusling
New York
$7.01M -$366K -1,544 -5%
PFA
284
Paradigm Financial Advisors
Missouri
$7M -$431K -1,815 -6%
MWM
285
Marietta Wealth Management
Georgia
$6.88M +$317K +1,335 +5%
RE
286
RBC Europe
United Kingdom
$6.83M +$5.7K +24 +0.1%
AFS
287
Annapolis Financial Services
Maryland
$6.8M +$149K +629 +2%
JA
288
JVL Associates
Michigan
$6.78M -$26.3K -111 -0.4%
LBC
289
Lowe Brockenbrough & Co
Virginia
$6.76M -$50.3K -212 -0.7%
GA
290
Geller Advisors
New York
$6.75M +$6.75M +28,451 New
SFS
291
Sowell Financial Services
Arkansas
$6.74M -$1.18M -4,960 -15%
OC
292
Oppenheimer & Co
New York
$6.7M +$379K +1,596 +6%
OIA
293
OneDigital Investment Advisors
Kansas
$6.69M +$192K +809 +3%
GWM
294
Gray Wealth Management
Maine
$6.69M +$273K +1,150 +4%
IHWM
295
Iron Horse Wealth Management
Iowa
$6.67M +$564K +2,376 +9%
Thrivent Financial for Lutherans
296
Thrivent Financial for Lutherans
Minnesota
$6.58M -$8.42M – –
SHGA
297
Sand Hill Global Advisors
California
$6.56M – – –
FMP
298
Financial Management Professionals
Texas
$6.53M +$132K +557 +2%
CAG
299
Crestwood Advisors Group
Massachusetts
$6.51M -$28.2K -119 -0.4%
MFA
300
McClarren Financial Advisors
Pennsylvania
$6.51M +$344K +1,449 +6%
10 11
12
13 14