VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,323 hedge funds and large institutions have $30.6B invested in Vanguard Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 577 increasing their positions, 390 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,323
Holders Change
+54
Holders Change %
+4.26%
% of All Funds
23.1%
Holding in Top 10
145
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.61%
% of All Funds
2.53%
New
114
Increased
577
Reduced
390
Closed
40
Calls
$44.5M
Puts
$7.05M
Net Calls
+$37.5M
Net Calls Change
+$30.2M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$112M
2
CCM
Coldstream Capital Management
Washington
+$61.3M
3
Ameriprise
Ameriprise
Minnesota
+$49.4M
4
CWM
Connecticut Wealth Management
Connecticut
+$37.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$36.4M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
-$341M
2
Wells Fargo
Wells Fargo
California
-$102M
3
Creative Planning
Creative Planning
Kansas
-$93.4M
4
Bessemer Group
Bessemer Group
New Jersey
-$54M
5
TF
TIAA FSB
Florida
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
651
Peak Asset Management
Colorado
$1.33M +$523K +2,203 +65%
EWM
652
Empirical Wealth Management
Washington
$1.33M +$76.4K +322 +6%
WFA
653
Wipfli Financial Advisors
Wisconsin
$1.32M – – –
Neuberger Berman Group
654
Neuberger Berman Group
New York
$1.32M +$234K +985 +22%
CAM
655
Chandler Asset Management
California
$1.31M – – –
AR
656
Advisory Research
Illinois
$1.31M – – –
FA
657
Fermata Advisors
California
$1.3M +$832K +3,504 +177%
VIM
658
Vista Investment Management
Pennsylvania
$1.3M -$9.73K -41 -0.7%
GLA
659
Good Life Advisors
Pennsylvania
$1.29M -$90.5K -381 -7%
BTW
660
Boston Trust Walden
Massachusetts
$1.29M +$113K +475 +10%
SCA
661
Stillwater Capital Advisors
Pennsylvania
$1.28M +$101K +425 +9%
GHAM
662
Gilman Hill Asset Management
Connecticut
$1.27M +$325K +1,370 +35%
SFPM
663
Sensible Financial Planning & Management
Massachusetts
$1.27M -$166K -700 -12%
BS
664
Boenning & Scattergood
Pennsylvania
$1.27M +$62.4K +263 +5%
SFWC
665
Strategic Family Wealth Counselors
New Jersey
$1.26M -$32.5K -137 -3%
CPO
666
Cerity Partners OCIO
New York
$1.26M -$12.8K -54 -1%
CAM
667
Covenant Asset Management
New Jersey
$1.25M -$2.14K -9 -0.2%
HWA
668
Heritage Wealth Advisors
Virginia
$1.24M +$447K +1,883 +56%
AWAP
669
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.24M +$189K +796 +18%
SIC
670
Sigma Investment Counselors
Michigan
$1.22M – – –
SWM
671
Segment Wealth Management
Texas
$1.21M +$1.42K +6 +0.1%
BFA
672
Beacon Financial Advisory
Ohio
$1.21M +$97.8K +412 +9%
KWM
673
Kingsview Wealth Management
Oregon
$1.21M -$386K -1,618 -24%
BA
674
Bridgewater Advisors
New York
$1.2M – – –
RSVP
675
Ramsay Stattman Vela & Price
Colorado
$1.2M -$119K -500 -9%
25 26
27
28 29