VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,611 hedge funds and large institutions have $32.4B invested in Vanguard Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 694 increasing their positions, 582 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
-3
Holders Change %
-0.19%
% of All Funds
25.78%
Holding in Top 10
196
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2%
% of All Funds
3.14%
New
102
Increased
694
Reduced
582
Closed
57
Calls
$19.3M
Puts
$17.4M
Net Calls
+$1.91M
Net Calls Change
+$16.2M

Top Buyers

1
SS
Simplicity Solutions
Minnesota
+$88.8M
2
FCB
First Command Bank
Texas
+$86.7M
3
FCFS
First Command Financial Services
Texas
+$86.7M
4
CIAS
CBIZ Investment Advisory Services
Ohio
+$83M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$50.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$348M
2
Morgan Stanley
Morgan Stanley
New York
-$108M
3
PFO
Pathstone Family Office
New Jersey
-$61.7M
4
BlackRock
BlackRock
New York
-$39.1M
5
Bank of America
Bank of America
North Carolina
-$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
476
Spinnaker Trust
Maine
$3.81M -$7.8K -37 -0.2%
AA
477
Alesco Advisors
New York
$3.78M – – –
FLI
478
Family Legacy Inc
South Carolina
$3.77M +$58.6K +278 +2%
FNBOO
479
First National Bank of Omaha
Nebraska
$3.76M -$457K -2,165 -11%
DC
480
Davenport & Co
Virginia
$3.76M -$412K -1,952 -10%
MG
481
Mather Group
Illinois
$3.73M +$34.8K +165 +0.9%
MF
482
Meridian Financial
Massachusetts
$3.72M -$13.3K -63 -0.4%
KWMG
483
King Wealth Management Group
Florida
$3.72M -$52.5K -249 -1%
GBT
484
Grove Bank & Trust
Florida
$3.71M -$256K -1,212 -6%
ATC
485
Argent Trust Co
Tennessee
$3.69M +$65K +308 +2%
CL
486
Choreo LLC
Illinois
$3.67M +$2.19M +10,382 +148%
GG
487
Gleason Group
Kentucky
$3.62M +$13.3K +63 +0.4%
HWA
488
Hilltop Wealth Advisors
North Carolina
$3.58M -$113K -536 -3%
CIAS
489
Capital Investment Advisory Services
North Carolina
$3.57M +$66.9K +317 +2%
NMG
490
New Millennium Group
Utah
$3.55M -$24.3K -115 -0.7%
JWBC
491
John W. Brooker & Co
California
$3.55M -$28.1K -133 -0.8%
MW
492
Marcum Wealth
Ohio
$3.54M +$16K +76 +0.5%
PTC
493
Philadelphia Trust Company
Pennsylvania
$3.54M – – –
EIG
494
Ellenbecker Investment Group
Wisconsin
$3.53M -$57.6K -273 -2%
MFA
495
Mayflower Financial Advisors
Massachusetts
$3.53M -$13.7K -65 -0.4%
KCM
496
Kendall Capital Management
Maryland
$3.52M – – –
FAAM
497
First Ascent Asset Management
Colorado
$3.52M -$86.7K -411 -2%
SL
498
Salomon & Ludwin
Virginia
$3.46M -$33.1K -157 -0.9%
AA
499
Addison Advisors
Vermont
$3.45M +$515K +2,440 +18%
Vanguard Group
500
Vanguard Group
Pennsylvania
$3.44M +$3.44M +16,293 New
18 19
20
21 22