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 %
GAM
576
GEM Asset Management
Michigan
$2.58M +$4.22K +20 +0.2%
HA
577
Hofer & Associates
California
$2.58M -$13.2K -65 -0.5%
MMA
578
Miracle Mile Advisors
California
$2.58M -$6.33K -30 -0.2%
WLIM
579
White Lighthouse Investment Management
Massachusetts
$2.57M -$9.91K -47 -0.4%
OCM
580
Objective Capital Management
Ohio
$2.57M +$25.3K +120 +1%
SWM
581
Southern Wealth Management
Texas
$2.57M +$476K +2,255 +23%
TFA
582
TPG Financial Advisors
Oregon
$2.57M +$307K +1,454 +14%
G
583
Gainplan
Michigan
$2.56M +$163K +775 +7%
BHWM
584
Bar Harbor Wealth Management
New Hampshire
$2.55M +$498K +2,361 +24%
CBFP
585
Cedar Brook Financial Partners
Ohio
$2.55M +$7.38K +35 +0.3%
IP
586
Investment Partners
Ohio
$2.55M -$123K -583 -5%
MSFS
587
Main Street Financial Solutions
Pennsylvania
$2.54M -$422 -2 -0%
CCB
588
Country Club Bank
Missouri
$2.53M +$393K +1,896 +18%
BOM
589
Bank of Marin
California
$2.53M – – –
WA
590
Wealth Alliance
New York
$2.52M -$7.59K -36 -0.3%
KWA
591
Kellett Wealth Advisors
Ohio
$2.51M -$93.4K -443 -4%
FFC
592
First Financial Corp
Indiana
$2.51M +$36.3K +172 +1%
BIM
593
Bridges Investment Management
Nebraska
$2.5M +$233K +1,104 +10%
AMM
594
American Money Management
California
$2.5M -$141K -670 -5%
FFA
595
First Foundation Advisors
California
$2.49M -$794K -3,763 -24%
RA
596
Rockingstone Advisors
Massachusetts
$2.47M -$111K -527 -4%
DI
597
DAGCO Inc
Ohio
$2.44M +$1.61M +7,615 +192%
CI
598
Conning Inc
Connecticut
$2.44M -$147K -699 -6%
CHA
599
Carmichael Hill & Associates
Maryland
$2.43M +$8.02K +38 +0.3%
GSAM
600
Grant Street Asset Management
Pennsylvania
$2.41M +$343K +1,626 +17%
22 23
24
25 26