VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,643 hedge funds and large institutions have $33.2B invested in Vanguard Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 769 increasing their positions, 528 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,643
Holders Change
-2
Holders Change %
-0.12%
% of All Funds
26.2%
Holding in Top 10
196
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.13%
New
87
Increased
769
Reduced
528
Closed
72
Calls
$15.3M
Puts
$2.71M
Net Calls
+$12.6M
Net Calls Change
-$6.66M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$154M
2
FCAS
First Command Advisory Services
Texas
+$90.8M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$75.1M
4
PFO
Pathstone Family Office
New Jersey
+$64.6M
5
CA
Clearstead Advisors
Ohio
+$52.6M

Top Sellers

1
MRC
Millburn Ridgefield Corp
New York
-$90.1M
2
CCA
Catalyst Capital Advisors
New York
-$90M
3
Wells Fargo
Wells Fargo
California
-$62.4M
4
ETC
Exchange Traded Concepts
Oklahoma
-$48.8M
5
ACM
Alpha Capital Management
Texas
-$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FVWA
476
Foster Victor Wealth Advisors
South Carolina
$3.96M -$546K -2,643 -12%
LWA
477
LWS Wealth Advisors
New Jersey
$3.95M +$60.8K +292 +2%
SL
478
Salomon & Ludwin
Virginia
$3.94M +$542K +2,564 +16%
SCP
479
Shorepoint Capital Partners
Massachusetts
$3.92M -$4.37K -21 -0.1%
ACM
480
Advisors Capital Management
New Jersey
$3.9M +$772K +3,709 +25%
DC
481
Davenport & Co
Virginia
$3.89M +$287K +1,376 +8%
FLI
482
Family Legacy Inc
South Carolina
$3.89M -$43.1K -207 -1%
FT
483
Fiduciary Trust
Massachusetts
$3.86M +$227K +1,089 +6%
RA
484
RFG Advisory
Alabama
$3.86M -$2.28M -10,944 -37%
MFIMFI
485
Mesirow Financial Investment Management - Fixed Income
Illinois
$3.85M -$331K -1,590 -8%
FA
486
Fermata Advisors
California
$3.83M +$3.83M +18,399 New
GFG
487
Goldstone Financial Group
Illinois
$3.83M +$356K +1,709 +10%
CAM
488
CPA Asset Management
Florida
$3.81M +$757K +3,635 +25%
ATC
489
Argent Trust Co
Tennessee
$3.81M +$293K +1,409 +8%
PCFFS
490
Pacific Center for Financial Services
California
$3.79M -$159K -763 -4%
ST
491
Spinnaker Trust
Maine
$3.78M +$46K +221 +1%
AA
492
Alesco Advisors
New York
$3.77M +$47.3K +227 +1%
OGF
493
Orin Green Financial
California
$3.77M -$151K -726 -4%
Legacy Financial Group (Iowa)
494
Legacy Financial Group (Iowa)
Iowa
$3.77M -$308K -1,479 -8%
IFPL
495
Investments & Financial Planning LLC
Kentucky
$3.76M +$399K +1,918 +12%
EC
496
Estate Counselors
Wisconsin
$3.75M – – –
RW
497
REDW Wealth
New Mexico
$3.75M -$118K -569 -3%
MG
498
Mather Group
Illinois
$3.74M -$391K -1,878 -9%
FNBSF
499
First National Bank Sioux Falls
South Dakota
$3.73M +$849K +4,076 +29%
MF
500
Meridian Financial
Massachusetts
$3.73M +$19.8K +95 +0.5%
18 19
20
21 22