VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,055 hedge funds and large institutions have $22.5B invested in Vanguard Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 443 increasing their positions, 360 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,055
Holders Change
+5
Holders Change %
+0.48%
% of All Funds
21.34%
Holding in Top 10
119
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.48%
% of All Funds
2.41%
New
69
Increased
443
Reduced
360
Closed
54
Calls
$8.1M
Puts
$19.5M
Net Calls
-$11.4M
Net Calls Change
-$13.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$105M
2
Wells Fargo
Wells Fargo
California
+$94.4M
3
LFG
Larson Financial Group
Missouri
+$45.3M
4
UBS Group
UBS Group
Switzerland
+$37.6M
5
FCI
Financial Counselors Inc
Kansas
+$33M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$180M
2
CIAS
CBIZ Investment Advisory Services
Ohio
-$53.5M
3
Creative Planning
Creative Planning
Kansas
-$33.5M
4
HWA
Heartwood Wealth Advisors
Virginia
-$33.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$39.5M -$121K -686 -0.3%
EHPM
52
Emery Howard Portfolio Management
California
$37.8M +$602K +3,417 +2%
BFPW
53
BOK Financial Private Wealth
Colorado
$37.3M -$775K -4,396 -2%
PGFC
54
Peapack-Gladstone Financial Corp
New Jersey
$37.3M +$564K +3,198 +2%
AssetMark Inc
55
AssetMark Inc
California
$35M +$518K +2,940 +2%
CA
56
Clearstead Advisors
Ohio
$33.9M -$956K -5,425 -3%
WSTAM
57
Wilbanks Smith & Thomas Asset Management
Virginia
$33.4M +$3.73M +21,137 +13%
HighTower Advisors
58
HighTower Advisors
Illinois
$33M +$58.9K +334 +0.2%
NFG
59
Nadler Financial Group
Illinois
$31.5M +$416K +2,359 +1%
MPWT
60
MassMutual Private Wealth & Trust
Connecticut
$31.5M +$24.4M +138,622 +347%
CI
61
CX Institutional
Indiana
$31.4M +$591K +3,352 +2%
RWMH
62
Riverpoint Wealth Management Holdings
Illinois
$31.3M +$416K +2,358 +1%
TTWM
63
TCV Trust & Wealth Management
Virginia
$29.8M -$258K -1,462 -0.9%
BPA
64
Beacon Pointe Advisors
California
$29.4M +$4.75M +26,964 +19%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$29M +$1.7M +9,618 +6%
CWM
66
Connecticut Wealth Management
Connecticut
$28.8M -$152K -863 -0.5%
PAI
67
Pittenger & Anderson Inc
Nebraska
$28.7M +$322K +1,826 +1%
DJSG
68
D.J. St. Germain
Massachusetts
$27.7M +$12K +68 +0%
ACM
69
Alpha Capital Management
Texas
$27.6M -$2.01M -11,396 -7%
NQWM
70
Northwest Quadrant Wealth Management
Oregon
$27.5M +$459K +2,622 +2%
PIMG
71
Patriot Investment Management Group
Tennessee
$27.5M -$937K -5,314 -3%
FHA
72
First Horizon Advisors
Tennessee
$27.4M -$765K -4,340 -3%
EH
73
Equitable Holdings
New York
$27.2M -$300K -1,704 -1%
CPIG
74
Chicago Partners Investment Group
Illinois
$27.1M +$808K +4,416 +3%
AWM
75
Altium Wealth Management
New York
$27.1M -$233K -1,324 -0.9%
1 2
3
4 5