VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,217 hedge funds and large institutions have $25.9B invested in Vanguard Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 493 increasing their positions, 330 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
+162
Holders Change %
+15.36%
% of All Funds
21.59%
Holding in Top 10
144
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+21.01%
% of All Funds
2.56%
New
209
Increased
493
Reduced
330
Closed
30
Calls
$90.3M
Puts
$125M
Net Calls
-$34.6M
Net Calls Change
-$23.1M

Top Buyers

1
CM
Churchill Management
California
+$166M
2
Ameriprise
Ameriprise
Minnesota
+$90.3M
3
ECM
ExodusPoint Capital Management
New York
+$82.7M
4
WANY
Wealthspire Advisors (New York)
New York
+$71M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.37B
2
Bessemer Group
Bessemer Group
New Jersey
-$144M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$73.2M
4
Bank of America
Bank of America
North Carolina
-$62.2M
5
CIAS
CBIZ Investment Advisory Services
Ohio
-$55.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
626
Minot Wealth Management
Massachusetts
$1.16M – – –
VIM
627
Vista Investment Management
Pennsylvania
$1.15M -$13.4K -65 -1%
WFA
628
Wipfli Financial Advisors
Wisconsin
$1.15M +$1.15M +5,567 New
RSVP
629
Ramsay Stattman Vela & Price
Colorado
$1.15M -$207K -1,000 -15%
Koshinski Asset Management
630
Koshinski Asset Management
Illinois
$1.15M -$46.9K -227 -4%
CAM
631
Chandler Asset Management
California
$1.14M – – –
SIA
632
Soltis Investment Advisors
Utah
$1.14M -$20.1K -97 -2%
PPW
633
Parcion Private Wealth
Washington
$1.14M -$1.94M -9,381 -63%
AG
634
AlphaSimPlex Group
Massachusetts
$1.13M -$553K -2,672 -33%
SFWC
635
Strategic Family Wealth Counselors
New Jersey
$1.13M +$32.9K +159 +3%
FLA
636
Financial Life Advisors
Texas
$1.12M -$8.48K -41 -0.8%
CAM
637
Covenant Asset Management
New Jersey
$1.12M -$42.2K -204 -4%
ECM
638
EagleClaw Capital Management
Massachusetts
$1.11M – – –
TC
639
Trilogy Capital
California
$1.1M +$1.1M +5,336 New
BFO
640
Boston Family Office
Massachusetts
$1.1M – – –
PPA
641
Parametric Portfolio Associates
Washington
$1.09M -$3.92M -18,967 -78%
MECA
642
Miller Equity Capital Advisors
Texas
$1.09M -$3.31K -16 -0.3%
SBSB
643
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.07M +$136K +657 +15%
CIA
644
Covington Investment Advisors
Pennsylvania
$1.06M +$55.6K +269 +6%
SIC
645
Sigma Investment Counselors
Michigan
$1.06M +$72.4K +350 +7%
SWM
646
Segment Wealth Management
Texas
$1.05M +$3.1K +15 +0.3%
UB
647
UMB Bank
Missouri
$1.04M -$92.2K -446 -8%
PWM
648
Perigon Wealth Management
California
$1.03M -$104K -504 -9%
BFA
649
Bluestem Financial Advisors
Illinois
$1.03M +$168K +814 +20%
PWA
650
Peterson Wealth Advisors
Utah
$1.03M -$98.4K -476 -9%
24 25
26
27 28