VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,269 hedge funds and large institutions have $28.3B invested in Vanguard Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 560 increasing their positions, 377 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,269
Holders Change
+52
Holders Change %
+4.27%
% of All Funds
22.35%
Holding in Top 10
152
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.56%
% of All Funds
2.68%
New
108
Increased
560
Reduced
377
Closed
48
Calls
$14.8M
Puts
$7.56M
Net Calls
+$7.28M
Net Calls Change
+$41.9M

Top Buyers

1
LPL Financial
LPL Financial
California
+$179M
2
Bank of America
Bank of America
North Carolina
+$136M
3
AF
Arrow Financial
New York
+$68.8M
4
UBS Group
UBS Group
Switzerland
+$55.2M
5
HighTower Advisors
HighTower Advisors
Illinois
+$54.2M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$145M
2
ECM
ExodusPoint Capital Management
New York
-$82.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$75.5M
4
CIAS
CBIZ Investment Advisory Services
Ohio
-$62.2M
5
TF
TIAA FSB
Florida
-$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
851
StrategIQ Financial Group
Indiana
$522K +$221 +1 +0%
CCA
852
Checchi Capital Advisers
California
$522K +$16.6K +75 +3%
KFP
853
KMG Fiduciary Partners
Ohio
$520K -$82.3K -372 -14%
MWA
854
Moser Wealth Advisors
Washington
$520K – – –
IC
855
Intersect Capital
California
$519K – – –
SFP
856
Sterling Financial Planning
New Jersey
$517K -$56K -253 -10%
MIM
857
Moseley Investment Management
Florida
$516K -$52K -235 -9%
KLI
858
Kelman-Lazarov Inc
Tennessee
$516K – – –
FMBTD
859
First Midwest Bank Trust Division
Illinois
$514K -$442 -2 -0.1%
FRA
860
Frank Rimerman Advisors
California
$512K – – –
NS
861
Newman & Schimel
Illinois
$511K +$442 +2 +0.1%
OFG
862
Omega Financial Group
California
$510K -$664 -3 -0.1%
TCM
863
Tradewinds Capital Management
Washington
$509K +$443 +2 +0.1%
TCWA
864
Ten Capital Wealth Advisors
Washington
$509K +$273K +1,235 +116%
HGWM
865
Horst & Graben Wealth Management
Oregon
$502K -$57.3K -259 -10%
BAM
866
Beaumont Asset Management
Texas
$501K – – –
OPA
867
Old Port Advisors
Maine
$490K -$443 -2 -0.1%
AMCA
868
Arthur M. Cohen & Associates
Illinois
$490K +$443 +2 +0.1%
AWA
869
Acorn Wealth Advisors
Michigan
$490K +$15.9K +72 +3%
PFWA
870
Paces Ferry Wealth Advisors
Georgia
$489K -$25K -113 -5%
ACA
871
Atlas Capital Advisors
Wyoming
$484K +$221 +1 +0%
KCM
872
Kennicott Capital Management
California
$482K +$482K +2,177 New
ACM
873
Allred Capital Management
Texas
$478K +$664 +3 +0.1%
SFG
874
SevenBridge Financial Group
Pennsylvania
$477K +$221 +1 +0%
TAM
875
Townsend Asset Management
North Carolina
$477K +$64.4K +291 +16%
33 34
35
36 37