VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,854 hedge funds and large institutions have $41.1B invested in Vanguard Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 786 increasing their positions, 640 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,854
Holders Change
+34
Holders Change %
+1.87%
% of All Funds
26.87%
Holding in Top 10
211
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.31%
% of All Funds
3.06%
New
135
Increased
786
Reduced
640
Closed
74
Calls
$55.7M
Puts
$50.9M
Net Calls
+$4.8M
Net Calls Change
-$16.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$250M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$146M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$104M
4
SW
Simplicity Wealth
New Jersey
+$88.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.72B
2
Cerity Partners
Cerity Partners
New York
-$1.44B
3
MIS
Morningstar Investment Services
Illinois
-$246M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$118M
5
Charles Schwab
Charles Schwab
California
-$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
NDSI
751
Newman Dignan & Sheerar Inc
Rhode Island
$2.23M +$279K +1,117 +14%
KAH
752
Kathryn A. Hall
$2.23M – – –
FWM
753
Fingerlakes Wealth Management
New York
$2.21M +$61K +244 +3%
ITB
754
Idaho Trust Bank
Idaho
$2.21M +$2.21M +8,861 New
IFA
755
Index Fund Advisors
California
$2.21M +$1.75K +7 +0.1%
AWM
756
AE Wealth Management
Kansas
$2.2M -$32.2M -128,797 -94%
DIA
757
Dana Investment Advisors
Wisconsin
$2.19M -$334K -1,338 -13%
PVI
758
Pine Valley Investments
New Jersey
$2.18M -$35.5K -142 -2%
CDH
759
Charles D. Hyman
$2.17M – – –
DWM
760
Defined Wealth Management
Oregon
$2.16M -$3K -12 -0.1%
PCS
761
Private Client Services
Kentucky
$2.16M +$1.31M +5,248 +155%
WI
762
Wintrust Investments
Illinois
$2.16M +$90.7K +363 +4%
AIM
763
Anchor Investment Management
South Carolina
$2.15M -$37.7K -151 -2%
GLLW
764
Graves Light Lenhart Wealth
Virginia
$2.14M -$23.7K -95 -1%
BWM
765
Boyd Wealth Management
California
$2.14M – – –
Millennium Management
766
Millennium Management
New York
$2.13M -$1.16M -4,645 -35%
ECG
767
Edge Capital Group
Georgia
$2.13M +$183K +734 +9%
EW
768
Evoke Wealth
California
$2.11M +$2.11M +8,456 New
EA
769
Eclectic Associates
California
$2.1M -$627K -2,510 -23%
BCA
770
Bay Colony Advisors
Massachusetts
$2.09M +$49.5K +198 +2%
HIC
771
Hartline Investment Corp
Illinois
$2.09M +$2.09M +8,367 New
PG
772
Patten Group
Tennessee
$2.08M -$1.75K -7 -0.1%
AP
773
Adero Partners
California
$2.08M – – –
SW
774
StrongBox Wealth
Missouri
$2.08M +$141K +563 +7%
AAM
775
Aureus Asset Management
Massachusetts
$2.06M -$674K -2,696 -25%
29 30
31
32 33