VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,645 hedge funds and large institutions have $34.5B invested in Vanguard Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 710 increasing their positions, 553 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,645
Holders Change
+34
Holders Change %
+2.11%
% of All Funds
25.94%
Holding in Top 10
196
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.09%
New
116
Increased
710
Reduced
553
Closed
66
Calls
$31M
Puts
$11.7M
Net Calls
+$19.3M
Net Calls Change
+$17.4M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$820M
2
AF
Allworth Financial
California
+$94M
3
LPL Financial
LPL Financial
California
+$72.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$53M
5
Morgan Stanley
Morgan Stanley
New York
+$50M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.3B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$67.5M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$40.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$34.9M
5
PRS
Pinkerton Retirement Specialists
Idaho
-$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TDWM
576
Topel & Distasi Wealth Management
California
$2.86M -$1.1K -5 -0%
WS
577
Wedbush Securities
California
$2.84M +$98.8K +449 +4%
GWM
578
Greenwich Wealth Management
Connecticut
$2.83M +$96.9K +440 +4%
KWA
579
Kellett Wealth Advisors
Ohio
$2.82M +$193K +878 +7%
PA
580
Paragon Advisors
Texas
$2.81M +$2.81M +12,773 New
CA
581
Cornerstone Advisory
Maryland
$2.8M +$63.8K +290 +2%
SMWM
582
Silvia McColl Wealth Management
California
$2.8M +$1.32K +6 +0%
SAM
583
Sawgrass Asset Management
Florida
$2.79M -$46.2K -210 -2%
BHWM
584
Bar Harbor Wealth Management
New Hampshire
$2.79M +$122K +554 +5%
BSSFA
585
Baron Silver Stevens Financial Advisors
Florida
$2.78M +$490K +2,224 +21%
FFN
586
Focus Financial Network
Minnesota
$2.76M +$304K +1,379 +12%
AMBIA
587
Allen Mooney & Barnes Investment Advisors
Georgia
$2.75M +$19.2K +87 +0.7%
GAM
588
GEM Asset Management
Michigan
$2.73M +$33.9K +154 +1%
CF
589
Centaurus Financial
California
$2.72M -$290K -1,316 -10%
CWM
590
Cornerstone Wealth Management
Missouri
$2.71M +$727K +3,303 +37%
WLIM
591
White Lighthouse Investment Management
Massachusetts
$2.69M +$5.28K +24 +0.2%
RA
592
Rockingstone Advisors
Massachusetts
$2.69M +$111K +503 +4%
GIM
593
Goelzer Investment Management
Indiana
$2.68M -$82.8K -376 -3%
AFS
594
AFG Fiduciary Services
Massachusetts
$2.67M -$2.54M -11,306 -49%
GWANC
595
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.66M +$1.01M +4,598 +61%
CBFP
596
Cedar Brook Financial Partners
Ohio
$2.65M -$9.91K -45 -0.4%
MSFS
597
Main Street Financial Solutions
Pennsylvania
$2.64M -$9.69K -44 -0.4%
BOM
598
Bank of Marin
California
$2.64M – – –
BIM
599
Bridges Investment Management
Nebraska
$2.61M – – –
MMA
600
Miracle Mile Advisors
California
$2.61M -$83.4K -379 -3%
22 23
24
25 26