VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,854 hedge funds and large institutions have $41.1B invested in Vanguard Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 786 increasing their positions, 640 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,854
Holders Change
+34
Holders Change %
+1.87%
% of All Funds
26.87%
Holding in Top 10
211
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.31%
% of All Funds
3.06%
New
135
Increased
786
Reduced
640
Closed
74
Calls
$55.7M
Puts
$50.9M
Net Calls
+$4.8M
Net Calls Change
-$16.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$250M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$146M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$104M
4
SW
Simplicity Wealth
New Jersey
+$88.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.72B
2
Cerity Partners
Cerity Partners
New York
-$1.44B
3
MIS
Morningstar Investment Services
Illinois
-$246M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$118M
5
Charles Schwab
Charles Schwab
California
-$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
301
Pinnacle Associates
New York
$10.7M +$27.2K +109 +0.3%
AA
302
Ancora Advisors
Ohio
$10.6M +$873K +3,492 +9%
AW
303
Avion Wealth
Texas
$10.5M -$402K -1,608 -4%
WAP
304
Wealthcare Advisory Partners
Pennsylvania
$10.5M +$699K +2,796 +7%
SF
305
Summit Financial
New Jersey
$10.5M +$665K +2,660 +7%
SCM
306
Sebold Capital Management
Illinois
$10.4M +$476K +1,905 +5%
AAM
307
Ameraudi Asset Management
New York
$10.3M -$472K -1,890 -4%
PSCM
308
Per Stirling Capital Management
Texas
$10.2M +$596K +2,384 +6%
MHS
309
M Holdings Securities
Oregon
$10.2M +$870K +3,484 +9%
RPC
310
Rossmore Private Capital
Connecticut
$10.1M +$44K +176 +0.4%
PRWA
311
Platte River Wealth Advisors
Colorado
$10.1M +$160K +640 +2%
CFO
312
Custos Family Office
Texas
$10M +$20.2K +81 +0.2%
SF
313
SWP Financial
California
$10M +$122K +490 +1%
GA
314
Greytown Advisors
Florida
$9.97M -$555K -2,221 -5%
TFP
315
Traction Financial Partners
Wyoming
$9.9M +$1.52M +6,204 +18%
GWA
316
Gratus Wealth Advisors
Virginia
$9.85M -$8.54M -36,322 -46%
AWM
317
Aries Wealth Management
Maine
$9.76M +$276K +1,106 +3%
EFP
318
EnRich Financial Partners
Wisconsin
$9.62M +$1.31M +5,242 +16%
H
319
HoyleCohen
California
$9.55M +$24.2K +97 +0.3%
PCIA
320
Prime Capital Investment Advisors
Kansas
$9.54M +$832K +3,329 +10%
SC
321
Sepio Capital
Utah
$9.54M +$371K +1,485 +4%
CW
322
Cook Wealth
North Carolina
$9.51M +$520K +2,168 +6%
DK
323
David Kennon
Florida
$9.47M -$1.03M -4,125 -10%
AMG
324
Asset Management Group
Connecticut
$9.46M +$62.2K +249 +0.7%
CB
325
Commerce Bank
Missouri
$9.43M +$2.54M +10,152 +37%
11 12
13
14 15