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 %
RCM
851
RMR Capital Management
California
$1.62M +$765K +3,060 +89%
CCG
852
Cypress Capital Group
Florida
$1.62M -$104K -415 -6%
NS
853
NBC Securities
Alabama
$1.61M +$24.5K +98 +2%
SP
854
Stablepoint Partners
Massachusetts
$1.61M +$408K +1,631 +34%
SWA
855
Sax Wealth Advisors
New Jersey
$1.58M +$42.2K +169 +3%
DFCM
856
Dark Forest Capital Management
Puerto Rico
$1.57M -$4.64M -18,573 -75%
GLA
857
Great Lakes Advisors
Illinois
$1.56M +$27.5K +110 +2%
CIA
858
Compass Ion Advisors
Pennsylvania
$1.55M +$13K +52 +0.8%
FA
859
FF Advisors
California
$1.55M +$206K +825 +15%
LFA
860
Laraway Financial Advisors
Minnesota
$1.55M +$13K +52 +0.8%
SWM
861
Segment Wealth Management
Texas
$1.55M +$267K +1,070 +21%
MF
862
Montis Financial
Massachusetts
$1.55M +$250 +1 +0%
MWA
863
Midland Wealth Advisors
Illinois
$1.54M -$3.75K -15 -0.2%
BFA
864
Beaumont Financial Advisors
Massachusetts
$1.54M +$973K +3,893 +173%
PPP
865
Private Portfolio Partners
New Jersey
$1.53M -$47.7K -191 -3%
BFO
866
Boston Family Office
Massachusetts
$1.53M – – –
SWM
867
SeaCrest Wealth Management
New York
$1.52M +$432K +1,730 +40%
PO
868
Private Ocean
California
$1.52M +$2.75K +11 +0.2%
BAM
869
BOS Asset Management
Illinois
$1.51M +$6.75K +27 +0.4%
CJ
870
Caitlin John
Michigan
$1.51M -$459K -1,836 -23%
AIM
871
Aspen Investment Management
Michigan
$1.5M -$12.5K -50 -0.8%
ATC
872
Adirondack Trust Company
New York
$1.5M – – –
CIA
873
Choate Investment Advisors
Massachusetts
$1.5M +$1.5M +6,000 New
RVPG
874
Relative Value Partners Group
$1.5M -$98.6K -430 -6%
DSA
875
Droms Strauss Advisors
Missouri
$1.49M +$500 +2 +0%
33 34
35
36 37