VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,611 hedge funds and large institutions have $32.4B invested in Vanguard Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 694 increasing their positions, 582 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
-3
Holders Change %
-0.19%
% of All Funds
25.78%
Holding in Top 10
196
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2%
% of All Funds
3.14%
New
102
Increased
694
Reduced
582
Closed
57
Calls
$19.3M
Puts
$17.4M
Net Calls
+$1.91M
Net Calls Change
+$16.2M

Top Buyers

1
SS
Simplicity Solutions
Minnesota
+$88.8M
2
FCB
First Command Bank
Texas
+$86.7M
3
FCFS
First Command Financial Services
Texas
+$86.7M
4
CIAS
CBIZ Investment Advisory Services
Ohio
+$83M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$50.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$348M
2
Morgan Stanley
Morgan Stanley
New York
-$108M
3
PFO
Pathstone Family Office
New Jersey
-$61.7M
4
BlackRock
BlackRock
New York
-$39.1M
5
Bank of America
Bank of America
North Carolina
-$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
DL
276
DOHJ LLC
Washington
$8.66M +$651K +3,086 +8%
IHWM
277
Iron Horse Wealth Management
Iowa
$8.63M +$403K +1,913 +5%
LBC
278
Lowe Brockenbrough & Co
Virginia
$8.63M +$249K +1,181 +3%
DK
279
David Kennon
Florida
$8.58M -$3.18M -15,081 -27%
WAP
280
Wealthcare Advisory Partners
Pennsylvania
$8.49M +$1.95M +9,233 +30%
RPC
281
Rossmore Private Capital
Connecticut
$8.45M -$31.3K -149 -0.4%
KFP
282
KMG Fiduciary Partners
Ohio
$8.44M +$4.9M +23,227 +138%
MWM
283
McNaughton Wealth Management
California
$8.43M +$103K +487 +1%
AIM
284
Acropolis Investment Management
Missouri
$8.41M -$358K -1,699 -4%
BWM
285
Baystate Wealth Management
Massachusetts
$8.38M -$1.35M -6,417 -14%
TYCC
286
Texas Yale Capital Corp
Florida
$8.36M +$267K +1,268 +3%
RFS
287
Retirement Financial Solutions
Tennessee
$8.32M +$514K +2,439 +7%
Financial Engines Advisors
288
Financial Engines Advisors
California
$8.31M -$9.29M -44,035 -53%
WFAG
289
Wescott Financial Advisory Group
Pennsylvania
$8.2M -$158K -749 -2%
SCA
290
Sandy Cove Advisors
Massachusetts
$8.03M -$2.05M -9,737 -20%
PA
291
Pinnacle Associates
New York
$8.02M +$191K +905 +2%
CP
292
Capital Planning
Washington
$7.98M +$244K +1,159 +3%
SPIA
293
Steward Partners Investment Advisory
New York
$7.95M +$254K +1,203 +3%
PRWA
294
Platte River Wealth Advisors
Colorado
$7.94M -$3.63M -17,187 -31%
SMC
295
Smith, Moore & Co
Missouri
$7.93M -$225K -1,066 -3%
SC
296
Sepio Capital
Utah
$7.9M -$10.5M -49,933 -57%
TCBWMS
297
Texas Capital Bank Wealth Management Services
Texas
$7.89M -$3.16K -15 -0%
UB
298
UMB Bank
Missouri
$7.88M -$2.74M -12,979 -26%
BRWA
299
B. Riley Wealth Advisors
Florida
$7.85M +$341K +1,619 +5%
HCM
300
Hall Capital Management
Rhode Island
$7.85M +$115K +543 +1%
10 11
12
13 14