VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,494 hedge funds and large institutions have $30.2B invested in Vanguard Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 700 increasing their positions, 469 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,494
Holders Change
-19
Holders Change %
-1.26%
% of All Funds
25.83%
Holding in Top 10
177
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.56%
% of All Funds
3.06%
New
80
Increased
700
Reduced
469
Closed
75
Calls
$19.4M
Puts
$5.49M
Net Calls
+$13.9M
Net Calls Change
+$4.33M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$61.5M
2
CTB
Country Trust Bank
Illinois
+$57.9M
3
PFO
Pathstone Family Office
New Jersey
+$54.7M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$34.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$33.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$191M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$80.5M
3
PAG
Private Advisor Group
New Jersey
-$65.5M
4
PA
PFG Advisors
Arizona
-$64.4M
5
CAM
Cresset Asset Management
Illinois
-$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CST
651
Charles Schwab Trust
Nevada
$1.69M – – –
LHEI
652
Leo H. Evart Inc
California
$1.69M -$117K -623 -6%
SL
653
SWMG LLC
Texas
$1.68M +$1.68M +8,938 New
LW
654
Linscomb Wealth
Texas
$1.68M +$7.52K +40 +0.5%
MCWS
655
McKinley Carter Wealth Services
West Virginia
$1.67M -$243K -1,294 -13%
IC
656
Inverness Counsel
New York
$1.67M -$1.75M – –
KAH
657
Kathryn A. Hall
$1.67M – – –
IBOK
658
Independence Bank of Kentucky
Kentucky
$1.67M -$32.9K -175 -2%
WWM
659
Western Wealth Management
Colorado
$1.67M +$562K +2,943 +51%
SSB
660
Sandy Spring Bank
Maryland
$1.67M -$13K -69 -0.8%
FRA
661
Frank Rimerman Advisors
California
$1.66M +$1M +5,338 +153%
ZF
662
Zhang Financial
Michigan
$1.65M +$407K +2,167 +33%
SFWC
663
Strategic Family Wealth Counselors
New Jersey
$1.65M +$92.5K +492 +6%
Citadel Advisors
664
Citadel Advisors
Florida
$1.64M +$1.17M +6,241 +254%
DWM
665
Defined Wealth Management
Oregon
$1.63M +$49.1K +261 +3%
SSWM
666
Sheets Smith Wealth Management
North Carolina
$1.63M +$51.3K +273 +3%
GWM
667
GoalFusion Wealth Management
Texas
$1.61M +$162K +863 +11%
FI
668
Financial Insights
Washington
$1.61M +$1.03M +5,453 +174%
BC
669
Burleson & Co
California
$1.61M -$127K -677 -7%
PG
670
Patten Group
Tennessee
$1.61M -$60.5K -315 -4%
CT
671
Colonial Trust
South Carolina
$1.6M +$1.6M +8,522 New
CDH
672
Charles D. Hyman
$1.6M – – –
CCMD
673
Cypress Capital Management (Delaware)
Delaware
$1.6M -$18.8K -100 -1%
FWM
674
Fingerlakes Wealth Management
New York
$1.6M -$16.9K -90 -1%
HNWAG
675
High Net Worth Advisory Group
Florida
$1.59M +$40K +213 +3%
25 26
27
28 29