VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,853 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, 785 increasing their positions, 640 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,853
Holders Change
+34
Holders Change %
+1.87%
% of All Funds
26.86%
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
785
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
$3.93B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$174M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$2.62B
4
SW
Simplicity Wealth
New Jersey
$88.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$696M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.8B
2
Cerity Partners
Cerity Partners
New York
$116M
3
MIS
Morningstar Investment Services
Illinois
$92.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$396M
5
Charles Schwab
Charles Schwab
California
$99.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$181M -$5.48M -21,933 -3%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$174M +$146M +584,356 +524%
HighTower Advisors
28
HighTower Advisors
Illinois
$165M -$20.9M -83,583 -11%
Osaic Holdings
29
Osaic Holdings
Arizona
$163M -$14.8M -59,158 -8%
Stifel Financial
30
Stifel Financial
Missouri
$161M +$26.7M +106,735 +20%
BPA
31
Beacon Pointe Advisors
California
$159M +$13M +52,157 +9%
Pathstone Holdings
32
Pathstone Holdings
New Jersey
$147M +$3.33M +13,340 +2%
CIAS
33
CBIZ Investment Advisory Services
Ohio
$140M +$28.8M +113,194 +26%
WANY
34
Wealthspire Advisors (New York)
New York
$137M -$2.29M -9,149 -2%
NHC
35
Nicholas Hoffman & Company
Georgia
$135M +$23.5M +93,931 +21%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$134M +$9.22M +36,890 +7%
MGIA
37
Moneta Group Investment Advisors
Missouri
$127M +$7.66M +30,642 +6%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$123M +$662K +2,649 +0.5%
FCAS
39
First Command Advisory Services
Texas
$117M +$5.04M +20,166 +4%
MPWT
40
MassMutual Private Wealth & Trust
Connecticut
$117M +$640K +2,562 +0.6%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$117M +$2M +8,014 +2%
Cerity Partners
42
Cerity Partners
New York
$116M -$1.44B -5,784,015 -93%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$109M -$7.64M -30,588 -7%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$107M +$12.9M +51,651 +14%
CFB
45
Cullen/Frost Bankers
Texas
$103M -$956K -3,827 -0.9%
Charles Schwab
46
Charles Schwab
California
$99.4M -$69M -276,105 -41%
LFG
47
Larson Financial Group
Missouri
$97.4M +$2.2M +8,787 +2%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$97M +$5.66M +22,644 +6%
MRC
49
Millburn Ridgefield Corp
New York
$96.4M +$4.64M +18,566 +5%
CCA
50
Catalyst Capital Advisors
New York
$96.4M +$4.64M +18,566 +5%
1
2
3 4 5