VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

641 hedge funds and large institutions have $10.7B invested in Vanguard Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 252 increasing their positions, 189 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
16%
Holding in Top 10
67
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.29%
% of All Funds
1.67%
New
46
Increased
252
Reduced
189
Closed
38
Calls
$4.75M
Puts
$1.65M
Net Calls
+$3.11M
Net Calls Change
+$1.53M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$155M
2
Creative Planning
Creative Planning
Kansas
+$98.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$84.8M
4
Bank of America
Bank of America
North Carolina
+$41.6M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$27.8M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$312M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$98.1M
3
Northern Trust
Northern Trust
Illinois
-$32.2M
4
USAA
United Services Automobile Association
Texas
-$19.1M
5
MCWS
McKinley Carter Wealth Services
West Virginia
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
476
Level Four Advisory Services
Texas
$354K -$236K -1,607 -40%
CIA
477
Covington Investment Advisors
Pennsylvania
$354K +$36.3K +247 +11%
FFA
478
Fragasso Financial Advisors
Pennsylvania
$350K +$350K +2,378 New
SCM
479
Sterling Capital Management
North Carolina
$348K +$4.56K +31 +1%
SHCM
480
Stokes & Hubbell Capital Management
Louisiana
$346K – – –
AWA
481
ARS Wealth Advisors
Florida
$345K -$23.5K -160 -6%
WEC
482
Winslow Evans & Crocker
Massachusetts
$344K -$468K -3,187 -58%
EFS
483
Edelman Financial Services
Virginia
$338K +$6.76K +46 +2%
SNT
484
Security National Trust
West Virginia
$331K – – –
NB
485
Nicolet Bankshares
Wisconsin
$325K +$24.1K +164 +8%
DI
486
Diligent Investors
California
$323K – – –
HNB
487
Huntington National Bank
Ohio
$321K -$357K – –
BIM
488
Bridgecreek Investment Management
Oklahoma
$321K – – –
BWP
489
BSW Wealth Partners
Colorado
$320K – – –
SAM
490
Summit Asset Management
Tennessee
$318K – – –
BW
491
Bison Wealth
Georgia
$316K +$25.7K +175 +9%
BCM
492
Bienville Capital Management
New York
$313K – – –
BSW
493
Buckingham Strategic Wealth
Missouri
$311K +$100K +683 +48%
FBA
494
Front Barnett Associates
Illinois
$309K – – –
JFGIW
495
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$307K +$113K +771 +59%
DIA
496
Denver Investment Advisors
Colorado
$306K – – –
RFS
497
Rockefeller Financial Services
New York
$304K – – –
EAM
498
Evanson Asset Management
California
$302K – – –
VF
499
Virtu Financial
New York
$300K -$75.4K -512 -20%
NWP
500
Northstar Wealth Partners
Connecticut
$299K +$299K +2,019 New
18 19
20
21 22