VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,643 hedge funds and large institutions have $33.2B invested in Vanguard Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 769 increasing their positions, 528 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,643
Holders Change
-2
Holders Change %
-0.12%
% of All Funds
26.2%
Holding in Top 10
196
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.13%
New
87
Increased
769
Reduced
528
Closed
72
Calls
$15.3M
Puts
$2.71M
Net Calls
+$12.6M
Net Calls Change
-$6.66M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$154M
2
FCAS
First Command Advisory Services
Texas
+$90.8M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$75.1M
4
PFO
Pathstone Family Office
New Jersey
+$64.6M
5
CA
Clearstead Advisors
Ohio
+$52.6M

Top Sellers

1
MRC
Millburn Ridgefield Corp
New York
-$90.1M
2
CCA
Catalyst Capital Advisors
New York
-$90M
3
Wells Fargo
Wells Fargo
California
-$62.4M
4
ETC
Exchange Traded Concepts
Oklahoma
-$48.8M
5
ACM
Alpha Capital Management
Texas
-$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
301
WNY Asset Management
New York
$7.71M +$107K +515 +1%
HCM
302
Hall Capital Management
Rhode Island
$7.65M -$321K -1,543 -4%
SCA
303
Sandy Cove Advisors
Massachusetts
$7.57M -$1.53M -7,362 -17%
BSW
304
Buckingham Strategic Wealth
Missouri
$7.57M -$781K -3,752 -9%
BFS
305
Bradley Foster & Sargent
Connecticut
$7.54M – – –
SCM
306
Sebold Capital Management
Illinois
$7.52M +$1.39M +6,693 +23%
WFA
307
Wells Financial Advisors
Massachusetts
$7.51M +$5K +24 +0.1%
AWA
308
Arkadios Wealth Advisors
Georgia
$7.49M +$936K +4,497 +14%
PWP
309
Principle Wealth Partners
Connecticut
$7.41M -$126K -607 -2%
CFO
310
Custos Family Office
Texas
$7.4M -$4.37K -21 -0.1%
SC
311
Sepio Capital
Utah
$7.4M -$2.34M -11,218 -24%
SHWM
312
Smith & Howard Wealth Management
Georgia
$7.38M -$372K -1,788 -5%
JWCA
313
J.W. Cole Advisors
Florida
$7.37M +$307K +1,476 +4%
4FG
314
4Thought Financial Group
New York
$7.32M +$324K +1,556 +5%
B
315
Bailard
California
$7.31M +$5.75M +27,629 +369%
DWP
316
Daymark Wealth Partners
Ohio
$7.28M +$694K +3,333 +11%
H
317
HoyleCohen
California
$7.27M -$185K -888 -2%
AWM
318
Aries Wealth Management
Maine
$7.25M +$147K +702 +2%
FNFDCM
319
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.24M -$71.2K -342 -1%
MNG
320
Manning & Napier Group
New York
$7.19M -$7.39M – –
TCBWMS
321
Texas Capital Bank Wealth Management Services
Texas
$7.19M +$326K +1,564 +5%
TCM
322
TD Capital Management
Tennessee
$7.19M -$122K -585 -2%
GWM
323
Gray Wealth Management
Maine
$7.16M +$197K +945 +3%
BWM
324
Baystate Wealth Management
Massachusetts
$7.15M -$98.9K -475 -1%
SMC
325
Smith, Moore & Co
Missouri
$7.15M -$109K -524 -2%
11 12
13
14 15