VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,854 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, 786 increasing their positions, 640 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,854
Holders Change
+34
Holders Change %
+1.87%
% of All Funds
26.87%
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
786
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
+$250M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$146M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$104M
4
SW
Simplicity Wealth
New Jersey
+$88.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.72B
2
Cerity Partners
Cerity Partners
New York
-$1.44B
3
MIS
Morningstar Investment Services
Illinois
-$246M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$118M
5
Charles Schwab
Charles Schwab
California
-$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
476
Advisory Services Network
Georgia
$5.67M +$552K +2,209 +11%
CIP
477
Capital Insight Partners
Arizona
$5.66M +$255K +1,020 +5%
FFO
478
Fortitude Family Office
Arizona
$5.61M +$1.47M +5,902 +36%
EFS
479
Essex Financial Services
Connecticut
$5.58M +$131K +523 +2%
GIA
480
Gladstone Institutional Advisory
Florida
$5.57M -$59K -236 -1%
SF
481
Synovus Financial
Georgia
$5.55M -$102K -407 -2%
BWCS
482
Beirne Wealth Consulting Services
Connecticut
$5.51M +$4.71M +18,843 +586%
MW
483
MBL Wealth
North Carolina
$5.5M +$987K +3,950 +22%
RIS
484
Retirement Income Solutions
Michigan
$5.49M -$123K -494 -2%
LIG
485
Lokken Investment Group
Delaware
$5.48M +$214K +856 +4%
KWM
486
Kingsview Wealth Management
Oregon
$5.43M +$1.57M +6,298 +41%
BWP
487
Bernardo Wealth Planning
Pennsylvania
$5.43M +$1.16M +4,646 +27%
MA
488
Mutual Advisors
Nebraska
$5.42M -$395K -1,582 -7%
FWM
489
Fonville Wealth Management
Virginia
$5.42M +$500K +2,000 +10%
BCWM
490
Bartlett & Co Wealth Management
Ohio
$5.39M -$38.7K -155 -0.7%
BCM
491
Beaumont Capital Management
Massachusetts
$5.3M -$596K -2,384 -10%
JJBC
492
James J. Burns & Company
New York
$5.3M -$2.1M -8,542 -28%
ZCM
493
Ziegler Capital Management
Illinois
$5.29M +$71.5K +286 +1%
OFS
494
OneAscent Financial Services
Alabama
$5.24M -$406K -1,626 -7%
Focus Partners Wealth
495
Focus Partners Wealth
Massachusetts
$5.24M -$196K -783 -4%
BOC
496
Bull Oak Capital
California
$5.21M +$5.18M +20,733 +20,942%
ACM
497
Advisors Capital Management
New Jersey
$5.16M -$632K -2,531 -11%
LC
498
Lindbrook Capital
California
$5.13M -$252K -1,010 -5%
ST
499
Spinnaker Trust
Maine
$5.09M +$360K +1,439 +8%
CPL
500
CAP Partners LLC
Tennessee
$5.09M +$79.7K +319 +2%
18 19
20
21 22