VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,820 hedge funds and large institutions have $39.7B invested in Vanguard Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 753 increasing their positions, 581 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,820
Holders Change
+177
Holders Change %
+10.77%
% of All Funds
26.68%
Holding in Top 10
216
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+10.2%
% of All Funds
3.17%
New
268
Increased
753
Reduced
581
Closed
63
Calls
$27.8M
Puts
$6.84M
Net Calls
+$21M
Net Calls Change
+$8.35M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.72B
2
MIS
Morningstar Investment Services
Illinois
+$139M
3
Cerity Partners
Cerity Partners
New York
+$105M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$71.1M
5
OAM
Oppenheimer Asset Management
New York
+$62.4M

Top Sellers

1
BPA
Beacon Pointe Advisors
California
-$68.4M
2
CA
Clearstead Advisors
Ohio
-$54.6M
3
Bank of America
Bank of America
North Carolina
-$35.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$32.7M
5
FSWA
Financial Synergies Wealth Advisors
Texas
-$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMC
451
First Merchants Corp
Indiana
$5.55M +$165K +708 +3%
Kovitz Investment Group Partners
452
Kovitz Investment Group Partners
Illinois
$5.54M +$172K +740 +3%
AFP
453
Ausdal Financial Partners
Iowa
$5.53M +$262K +1,125 +5%
BCM
454
Beaumont Capital Management
Massachusetts
$5.49M -$54.2K -233 -1%
AC
455
Apella Capital
Connecticut
$5.49M +$1.82M +8,014 +50%
UCFA
456
United Capital Financial Advisors
Texas
$5.47M -$2.05M -8,830 -27%
MA
457
MONECO Advisors
Connecticut
$5.47M +$4.23M +18,194 +342%
CANC
458
Culbertson A N & Co
Virginia
$5.46M +$51.2K +220 +0.9%
GBT
459
Grove Bank & Trust
Florida
$5.45M +$195K +840 +4%
BG
460
Benedetti & Gucer
Georgia
$5.44M +$395K +1,699 +8%
MA
461
Mutual Advisors
Nebraska
$5.42M -$7.28M -31,281 -57%
ACM
462
Advisors Capital Management
New Jersey
$5.4M +$1.04M +4,478 +24%
FPB
463
First PREMIER Bank
South Dakota
$5.37M +$96.1K +413 +2%
JIC
464
Johnson Investment Counsel
Ohio
$5.36M -$583K -2,504 -10%
WCFA
465
Walkner Condon Financial Advisors
Wisconsin
$5.35M +$152K +655 +3%
TFGT
466
TS Financial Group (TSFG)
Illinois
$5.35M +$1.44M +6,205 +37%
FPCG
467
Forum Private Client Group
Indiana
$5.31M +$5.31M +22,817 New
MAM
468
Mystic Asset Management
Rhode Island
$5.3M +$219K +940 +4%
MOS
469
MGO One Seven
Ohio
$5.3M +$1.94M +8,334 +58%
FNBSF
470
First National Bank Sioux Falls
South Dakota
$5.28M +$1.11M +4,781 +27%
CSPIA
471
Cary Street Partners Investment Advisory
Virginia
$5.27M +$563K +2,422 +12%
GFG
472
Goldstone Financial Group
Illinois
$5.26M +$988K +4,248 +23%
FI
473
Financial Insights
Washington
$5.26M -$780K -3,353 -13%
OFS
474
OneAscent Financial Services
Alabama
$5.26M +$2.81M +12,083 +115%
SF
475
Synovus Financial
Georgia
$5.26M +$98K +421 +2%
17 18
19
20 21