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 %
AFS
826
AFG Fiduciary Services
Massachusetts
$1.78M -$872K -3,524 -33%
BA
827
BCM Advisors
Louisiana
$1.78M +$676K +2,821 +61%
WB
828
West Bancorporation
Iowa
$1.78M +$81.2K +325 +5%
ESB
829
Essex Savings Bank
Connecticut
$1.77M – – –
CIA
830
Covington Investment Advisors
Pennsylvania
$1.76M +$44K +176 +3%
PD
831
Planning Directions
Pennsylvania
$1.76M +$46K +184 +3%
LCC
832
Lincoln Capital Corp
Rhode Island
$1.76M – – –
YWS
833
Yarger Wealth Strategies
Ohio
$1.75M -$2.33M -9,321 -57%
CCA
834
Checchi Capital Advisers
California
$1.74M -$125K -502 -7%
IF
835
Ironwood Financial
Arizona
$1.72M +$26K +104 +2%
NLP
836
Next Level Private
New York
$1.71M -$5K -20 -0.3%
MCWS
837
McKinley Carter Wealth Services
West Virginia
$1.7M -$116K -466 -6%
RH
838
RFG Holdings
Texas
$1.69M +$875K +3,502 +107%
DWT
839
Dorsey & Whitney Trust
South Dakota
$1.69M – – –
PW
840
Peninsula Wealth
California
$1.67M +$1.67M +6,689 New
AA
841
Addison Advisors
Vermont
$1.66M -$6.08M -24,335 -79%
HWMG
842
Hurlow Wealth Management Group
Indiana
$1.66M +$96.7K +387 +6%
CP
843
Camelot Portfolios
Ohio
$1.66M -$486K -1,945 -23%
V
844
ViaWealth
Kansas
$1.65M -$26K -104 -2%
VPIM
845
Vanguard Personalized Indexing Management
California
$1.65M +$574K +2,296 +53%
MFWP
846
Mosaic Family Wealth Partners
Missouri
$1.64M – – –
AF
847
Affiance Financial
Minnesota
$1.64M -$867K -3,470 -35%
MWM
848
Mission Wealth Management
California
$1.63M +$925K +3,703 +131%
CCG
849
Chatham Capital Group
Georgia
$1.63M +$50K +200 +3%
SSB
850
Sandy Spring Bank
Maryland
$1.62M -$59.2K -237 -4%
32 33
34
35 36