VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

2,122 hedge funds and large institutions have $50B invested in Vanguard Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 875 increasing their positions, 646 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,122
Holders Change
+201
Holders Change %
+10.46%
% of All Funds
28.24%
Holding in Top 10
230
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+11.65%
% of All Funds
3.06%
New
296
Increased
875
Reduced
646
Closed
59
Calls
$14.3M
Puts
$3.91M
Net Calls
+$10.4M
Net Calls Change
+$19.7M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$783M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$183M
3
Bank of America
Bank of America
North Carolina
+$128M
4
CIA
Choate Investment Advisors
Massachusetts
+$112M
5
Morgan Stanley
Morgan Stanley
New York
+$79.8M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$127M
2
MIS
Morningstar Investment Services
Illinois
-$73.9M
3
CWM
Connecticut Wealth Management
Connecticut
-$53.4M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$52.2M
5
Ameriprise
Ameriprise
Minnesota
-$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AH
376
Addis & Hill
Pennsylvania
$9.32M +$1.09M +4,117 +13%
B
377
Bailard
California
$9.29M – – –
WAG
378
Wheelhouse Advisory Group
Missouri
$9.29M +$439K +1,663 +5%
PFS
379
Prospera Financial Services
Texas
$9.28M +$119K +450 +1%
SFG
380
Sage Financial Group
Pennsylvania
$9.26M +$326K +1,236 +4%
SHWM
381
Smith & Howard Wealth Management
Georgia
$9.24M -$90.1K -341 -1%
KPWS
382
Kestra Private Wealth Services
Texas
$9.2M +$269K +1,020 +3%
EWP
383
Elevation Wealth Partners
California
$9.13M +$626K +2,369 +7%
TYCC
384
Texas Yale Capital Corp
Florida
$9.08M +$66.6K +252 +0.7%
FF
385
Financial Futures
New Jersey
$9.05M -$555K -2,103 -6%
FB
386
First Bancorp
Maine
$9.02M +$413K +1,562 +5%
MWA
387
Meridian Wealth Advisors
Texas
$9.02M +$607K +2,298 +7%
BRWA
388
B. Riley Wealth Advisors
Florida
$9.01M -$1.85M -7,022 -17%
FMWA
389
Forvis Mazars Wealth Advisors
Missouri
$9M -$1.43M -5,430 -14%
SWM
390
Sagace Wealth Management
Florida
$8.96M +$5.11M +19,333 +133%
KWM
391
Kingsview Wealth Management
Oregon
$8.93M +$633K +2,396 +8%
TCM
392
TD Capital Management
Tennessee
$8.93M -$214K -809 -2%
MNA
393
Manning & Napier Advisors
New York
$8.92M +$6.87K +26 +0.1%
HFRG
394
Houlihan Financial Resource Group
Virginia
$8.84M -$433K -1,640 -5%
VA
395
Valmark Advisers
Ohio
$8.82M +$57.3K +217 +0.7%
PF
396
Prosperitas Financial
California
$8.78M +$151K +571 +2%
EFG
397
Ethos Financial Group
Pennsylvania
$8.77M +$8.54M +32,320 +3,698%
4FG
398
4Thought Financial Group
New York
$8.74M -$782K -2,961 -8%
OFS
399
OneAscent Financial Services
Alabama
$8.74M +$8.74M +33,100 New
FNFDCM
400
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.73M -$2.11K -8 -0%
14 15
16
17 18