VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,643 hedge funds and large institutions have $33.2B invested in Vanguard Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 769 increasing their positions, 528 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,643
Holders Change
-2
Holders Change %
-0.12%
% of All Funds
26.2%
Holding in Top 10
196
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.13%
New
87
Increased
769
Reduced
528
Closed
72
Calls
$15.3M
Puts
$2.71M
Net Calls
+$12.6M
Net Calls Change
-$6.66M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$154M
2
FCAS
First Command Advisory Services
Texas
+$90.8M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$75.1M
4
PFO
Pathstone Family Office
New Jersey
+$64.6M
5
CA
Clearstead Advisors
Ohio
+$52.6M

Top Sellers

1
MRC
Millburn Ridgefield Corp
New York
-$90.1M
2
CCA
Catalyst Capital Advisors
New York
-$90M
3
Wells Fargo
Wells Fargo
California
-$62.4M
4
ETC
Exchange Traded Concepts
Oklahoma
-$48.8M
5
ACM
Alpha Capital Management
Texas
-$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
651
OneAscent Financial Services
Alabama
$2.19M +$2.19M +10,524 New
WP
652
Wealthspan Partners
Iowa
$2.18M +$319K +1,530 +17%
SPIO
653
Seven Post Investment Office
California
$2.17M – – –
FNT
654
First National Trust
Pennsylvania
$2.15M – – –
JAG
655
Journey Advisory Group
Kentucky
$2.13M +$8.95K +43 +0.4%
SIS
656
Strategic Investment Solutions
Illinois
$2.13M +$2.09M +9,558 +5,057%
WF
657
Welch & Forbes
Massachusetts
$2.13M -$72.5K -348 -3%
CWA
658
CM Wealth Advisors
Ohio
$2.11M +$2.11M +9,923 New
BMWM
659
Brown Miller Wealth Management
Virginia
$2.09M +$263K +1,264 +14%
CM
660
Columbus Macro
Pennsylvania
$2.09M -$224K -1,075 -10%
V
661
VeraBank
Texas
$2.09M +$403K +1,933 +24%
SCP
662
Stevens Capital Partners
Nebraska
$2.09M +$44.8K +215 +2%
MWM
663
Modera Wealth Management
New Jersey
$2.08M -$75.6K -363 -4%
FM
664
Family Management
New York
$2.08M +$1.46K +7 +0.1%
AFM
665
Abbot Financial Management
Massachusetts
$2.08M -$77.5K -372 -4%
TCA
666
Transcend Capital Advisors
New Jersey
$2.07M -$41.6K -200 -2%
MTIC
667
Missouri Trust & Investment Company
Missouri
$2.07M – – –
PA
668
PFW Advisors
Georgia
$2.07M – – –
TI
669
Truepoint Inc
Ohio
$2.06M -$36K -173 -2%
KC
670
Kingfisher Capital
North Carolina
$2.06M -$37.3K -179 -2%
DC
671
DeDora Capital
California
$2.05M -$31.2K -150 -1%
VCM
672
Vivaldi Capital Management
Illinois
$2.04M -$4.79K -23 -0.2%
PWMAG
673
Pinnacle Wealth Management Advisory Group
New Jersey
$2.04M +$143K +688 +8%
PIAS
674
PCA Investment Advisory Services
Ohio
$2.02M -$53.9K -259 -3%
CFG
675
CKW Financial Group
Hawaii
$1.99M -$6.06M -29,096 -75%
25 26
27
28 29