VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,350 hedge funds and large institutions have $31.4B invested in Vanguard Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 638 increasing their positions, 345 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,350
Holders Change
+27
Holders Change %
+2.04%
% of All Funds
23.71%
Holding in Top 10
153
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.52%
% of All Funds
2.69%
New
85
Increased
638
Reduced
345
Closed
40
Calls
$27.3M
Puts
$7.81M
Net Calls
+$19.5M
Net Calls Change
-$18M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$558M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$178M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$101M
4
PAG
Private Advisor Group
New Jersey
+$84.7M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$75M

Top Sellers

1
WFS
Weitzel Financial Services
Iowa
-$1.21B
2
Wells Fargo
Wells Fargo
California
-$337M
3
Bank of America
Bank of America
North Carolina
-$156M
4
CIAS
CBIZ Investment Advisory Services
Ohio
-$66M
5
VR
Viridian RIA
Washington
-$31.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
301
Stratos Investment Management
Ohio
$6.64M +$6.1M +25,766 +1,123%
SPIA
302
Steward Partners Investment Advisory
New York
$6.61M +$1.07M +4,521 +19%
EFS
303
Essex Financial Services
Connecticut
$6.6M +$1.51M +6,395 +30%
Vanguard Group
304
Vanguard Group
Pennsylvania
$6.59M -$6.16M -26,009 -48%
SHGA
305
Sand Hill Global Advisors
California
$6.54M – – –
HPWM
306
Highland Private Wealth Management
Washington
$6.5M +$560K +2,366 +9%
CAG
307
Crestwood Advisors Group
Massachusetts
$6.5M – – –
ZCM
308
Ziegler Capital Management
Illinois
$6.47M +$16.8K +71 +0.3%
OIA
309
OneDigital Investment Advisors
Kansas
$6.41M -$269K -1,135 -4%
OCM
310
One Capital Management
California
$6.38M +$21.5K +91 +0.3%
CAM
311
Cozad Asset Management
Illinois
$6.34M +$430K +1,818 +7%
AMG
312
Asset Management Group
Connecticut
$6.3M +$1.26M +5,304 +25%
FB
313
First Bancorp
Maine
$6.28M +$6.28M +26,525 New
AI
314
Atria Investments
North Carolina
$6.27M +$369K +1,557 +6%
NIM
315
Northeast Investment Management
Massachusetts
$6.25M -$124K -523 -2%
FMP
316
Financial Management Professionals
Texas
$6.24M -$275K -1,163 -4%
GC
317
Gibson Capital
Pennsylvania
$6.24M – – –
BWA
318
BDO Wealth Advisors
Florida
$6.22M -$10.7K -45 -0.2%
DAS
319
Dynamic Advisor Solutions
Arizona
$6.22M +$639K +2,699 +11%
MIAN
320
Mariner Independent Advisor Network
Kansas
$6.17M +$386K +1,629 +7%
IAIM
321
International Assets Investment Management
Florida
$6.17M -$3.36M -19,474 -35%
AWA
322
Arkadios Wealth Advisors
Georgia
$6.11M +$62.5K +264 +1%
CANC
323
Culbertson A N & Co
Virginia
$6.11M +$1.57M +6,625 +35%
BFS
324
Bradley Foster & Sargent
Connecticut
$6.08M -$34.3K -145 -0.6%
BSW
325
Buckingham Strategic Wealth
Missouri
$6.07M -$52.8K -223 -0.9%
11 12
13
14 15