VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

842 hedge funds and large institutions have $12.6B invested in Vanguard Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 294 increasing their positions, 256 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
+73
Holders Change %
+9.49%
% of All Funds
18.79%
Holding in Top 10
92
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+13.58%
% of All Funds
2.05%
New
141
Increased
294
Reduced
256
Closed
61
Calls
$3.12M
Puts
$370K
Net Calls
+$2.75M
Net Calls Change
+$5.84M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$117M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$114M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$105M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$101M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$62.9M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$134M
2
Wells Fargo
Wells Fargo
California
-$131M
3
CWM
Cornerstone Wealth Management
Missouri
-$96.3M
4
USAA
United Services Automobile Association
Texas
-$56.4M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$38M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
576
Patriot Wealth Management
Texas
$399K – – –
BFA
577
Beaumont Financial Advisors
Massachusetts
$399K – – –
WLIM
578
White Lighthouse Investment Management
Massachusetts
$398K +$96.4K +698 +32%
BB
579
Busey Bank
Illinois
$394K – – –
SCA
580
STALEY CAPITAL ADVISERS
Pennsylvania
$392K -$105K -760 -21%
SWA
581
Stratos Wealth Advisors
Ohio
$389K +$389K +2,814 New
PCP
582
Proficio Capital Partners
Massachusetts
$386K +$260K +1,885 +207%
CL
583
Choreo LLC
Illinois
$384K +$18.1K +131 +5%
ANTB
584
AMG National Trust Bank
Colorado
$381K – – –
TC
585
Trust Company
Kansas
$381K – – –
WPSG
586
Wealth & Pension Services Group
Georgia
$381K +$381K +2,756 New
AF
587
Affiance Financial
Minnesota
$380K – – –
TCM
588
Tradewinds Capital Management
Washington
$378K -$98.2K -710 -21%
PV
589
Private Vista
Illinois
$376K – – –
SFWC
590
Strategic Family Wealth Counselors
New Jersey
$375K +$375K +2,713 New
BA
591
BKS Advisors
Michigan
$372K – – –
ACA
592
Atlas Capital Advisors
Wyoming
$371K +$173K +1,250 +87%
BC
593
Brinker Capital
Pennsylvania
$366K +$16.3K +118 +5%
RIS
594
Retirement Income Solutions
Michigan
$365K – – –
LC
595
Lindbrook Capital
California
$364K +$364K +2,638 New
GFPC
596
Global Financial Private Capital
Florida
$359K -$133K -966 -27%
FMW
597
Farr Miller & Washington
District of Columbia
$358K – – –
FI
598
FormulaFolio Investments
Michigan
$358K – – –
TAM
599
Tocqueville Asset Management
New York
$357K -$621K -4,497 -63%
WTB
600
Washington Trust Bank
Washington
$357K -$51K -369 -13%
22 23
24
25 26