VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,269 hedge funds and large institutions have $28.3B invested in Vanguard Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 560 increasing their positions, 377 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,269
Holders Change
+52
Holders Change %
+4.27%
% of All Funds
22.35%
Holding in Top 10
152
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.56%
% of All Funds
2.68%
New
108
Increased
560
Reduced
377
Closed
48
Calls
$14.8M
Puts
$7.56M
Net Calls
+$7.28M
Net Calls Change
+$41.9M

Top Buyers

1
LPL Financial
LPL Financial
California
+$179M
2
Bank of America
Bank of America
North Carolina
+$136M
3
AF
Arrow Financial
New York
+$68.8M
4
UBS Group
UBS Group
Switzerland
+$55.2M
5
HighTower Advisors
HighTower Advisors
Illinois
+$54.2M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$145M
2
ECM
ExodusPoint Capital Management
New York
-$82.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$75.5M
4
CIAS
CBIZ Investment Advisory Services
Ohio
-$62.2M
5
TF
TIAA FSB
Florida
-$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
351
Walkner Condon Financial Advisors
Wisconsin
$4.66M +$316K +1,428 +7%
TPCW
352
TD Private Client Wealth
New York
$4.61M +$523K +2,362 +13%
DWM
353
Doyle Wealth Management
Florida
$4.56M +$1.18M +5,327 +35%
FUBT
354
First United Bank & Trust
Maryland
$4.53M +$1.02M +4,623 +29%
WA
355
Waverly Advisors
Alabama
$4.53M -$341K -1,486 -7%
CTA
356
Chesley Taft & Associates
Illinois
$4.47M +$736K +3,255 +20%
DAS
357
Dynamic Advisor Solutions
Arizona
$4.46M -$664K -3,000 -13%
FPB
358
First PREMIER Bank
South Dakota
$4.45M +$726K +3,281 +20%
PSUF
359
People's United Financial
Connecticut
$4.42M -$107K -484 -2%
FAIM
360
Financial Advocates Investment Management
Washington
$4.36M -$463K -2,093 -10%
Millennium Management
361
Millennium Management
New York
$4.33M +$1.38M +6,239 +47%
NL
362
NWAM LLC
Washington
$4.32M +$75K +339 +2%
TWM
363
TriaGen Wealth Management
California
$4.32M +$496K +2,239 +13%
BA
364
Bristlecone Advisors
Washington
$4.29M +$194K +875 +5%
CG
365
Colony Group
Massachusetts
$4.27M -$210K -949 -5%
JIC
366
Johnson Investment Counsel
Ohio
$4.27M +$62.4K +282 +1%
EWM
367
Evercore Wealth Management
New York
$4.24M – – –
AMG
368
Asset Management Group
Connecticut
$4.23M +$1.38M +6,220 +48%
MAFM
369
Mid Atlantic Financial Management
Pennsylvania
$4.23M -$170K -768 -4%
ECA
370
Elevated Capital Advisors
Utah
$4.2M +$2.35M +10,340 +127%
Franklin Resources
371
Franklin Resources
California
$4.19M -$40.7K -184 -1%
HPWM
372
High Pines Wealth Management
Massachusetts
$4.18M +$8.41K +38 +0.2%
IP
373
Investment Partners
Ohio
$4.16M – – –
MOS
374
MGO One Seven
Ohio
$4.15M +$404K +1,826 +11%
MA
375
Mutual Advisors
Nebraska
$4.14M +$1.83M +8,274 +79%
13 14
15
16 17