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 %
MG
576
Mather Group
Illinois
$3.87M – – –
RA
577
RFG Advisory
Alabama
$3.83M -$1.1M -4,390 -22%
WS
578
Wedbush Securities
California
$3.81M +$698K +2,795 +22%
SC
579
SouthState Corp
Florida
$3.8M +$108K +431 +3%
MFT
580
Moisand Fitzgerald Tamayo
Florida
$3.8M -$19.5K -78 -0.5%
CFG
581
Clayton Financial Group
Missouri
$3.8M +$120K +480 +3%
MWM
582
MY Wealth Management
Maryland
$3.78M -$1.76M -7,038 -32%
VCP
583
Verus Capital Partners
Arizona
$3.77M -$17.2K -69 -0.5%
WLIM
584
White Lighthouse Investment Management
Massachusetts
$3.76M +$255K +1,019 +7%
FPCP
585
Fort Point Capital Partners
California
$3.75M +$791K +3,164 +27%
CCA
586
Conservest Capital Advisors
Pennsylvania
$3.74M -$361K -1,445 -9%
SPIS
587
Steward Partners Investment Solutions
Oregon
$3.72M +$3.72M +14,908 New
AA
588
Alesco Advisors
New York
$3.72M -$10K -40 -0.3%
RA
589
Rockingstone Advisors
Massachusetts
$3.7M +$300K +1,201 +9%
GCA
590
Gradient Capital Advisors
California
$3.68M -$90.9K -364 -2%
GWANC
591
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.68M +$268K +1,073 +8%
FTS
592
Fifth Third Securities
Ohio
$3.67M +$42.7K +171 +1%
FUBT
593
First United Bank & Trust
Maryland
$3.67M +$159K +636 +5%
KIA
594
KCM Investment Advisors
California
$3.66M – – –
ES
595
Eagle Strategies
New York
$3.66M +$160K +642 +5%
PIFP
596
Partners in Financial Planning
Virginia
$3.63M +$1.75K +7 +0%
WBCM
597
Wilson & Boucher Capital Management
California
$3.63M +$22.5K +90 +0.6%
FHA
598
Flagship Harbor Advisors
Massachusetts
$3.61M +$48.7K +195 +1%
SYBT
599
Stock Yards Bank & Trust
Kentucky
$3.6M -$24.5K -98 -0.7%
HA
600
Hofer & Associates
California
$3.56M +$141K +566 +4%
22 23
24
25 26