VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,323 hedge funds and large institutions have $30.6B invested in Vanguard Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 577 increasing their positions, 390 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,323
Holders Change
+54
Holders Change %
+4.26%
% of All Funds
23.1%
Holding in Top 10
145
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.61%
% of All Funds
2.53%
New
114
Increased
577
Reduced
390
Closed
40
Calls
$44.5M
Puts
$7.05M
Net Calls
+$37.5M
Net Calls Change
+$30.2M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$112M
2
CCM
Coldstream Capital Management
Washington
+$61.3M
3
Ameriprise
Ameriprise
Minnesota
+$49.4M
4
CWM
Connecticut Wealth Management
Connecticut
+$37.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$36.4M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
-$341M
2
Wells Fargo
Wells Fargo
California
-$102M
3
Creative Planning
Creative Planning
Kansas
-$93.4M
4
Bessemer Group
Bessemer Group
New Jersey
-$54M
5
TF
TIAA FSB
Florida
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LRPA
951
L. Roy Papp & Associates
Arizona
$423K +$26.1K +110 +7%
SFG
952
Sovereign Financial Group
Connecticut
$422K – – –
LCM
953
Logan Capital Management
Pennsylvania
$421K – – –
TCPWM
954
Traverso Chambers Private Wealth Management
California
$418K – – –
OC
955
Oakworth Capital
Alabama
$415K -$261K -1,100 -39%
JCM
956
Jacobi Capital Management
Pennsylvania
$414K +$67.9K +286 +20%
NAM
957
NTV Asset Management
West Virginia
$413K – – –
SWM
958
Soundmark Wealth Management
Washington
$412K +$17.8K +75 +5%
WSFS
959
Wilmington Savings Fund Society
Delaware
$410K -$54.4K -229 -12%
NGA
960
Naples Global Advisors
Florida
$409K -$711 -3 -0.2%
1SB
961
1ST Source Bank
Indiana
$409K – – –
BCA
962
Biltmore Capital Advisors
New Jersey
$407K +$45.4K +191 +13%
CRCM
963
Corbett Road Capital Management
Virginia
$406K -$173K -729 -30%
IA
964
IFS Advisors
Kansas
$406K +$406K +1,711 New
BWM
965
Birchcreek Wealth Management
Ohio
$403K -$35.6K -150 -8%
GIA
966
GHP Investment Advisors
Colorado
$403K +$237 +1 +0.1%
TVWM
967
Tower View Wealth Management
Wisconsin
$399K -$1.19K -5 -0.3%
RWP
968
RWA Wealth Partners
Massachusetts
$399K – – –
EA
969
Ellsworth Advisors
Ohio
$398K – – –
ACM
970
Ategra Capital Management
Virginia
$396K – – –
GEA
971
Glen Eagle Advisors
New Jersey
$396K +$10.2K +43 +3%
CFD
972
Creative Financial Designs
Indiana
$395K -$433K -1,822 -52%
FFG
973
Fortem Financial Group
California
$392K +$10.7K +45 +3%
BB
974
Busey Bank
Illinois
$391K -$79.5K -335 -17%
HWM
975
Howard Wealth Management
Connecticut
$391K +$10.2K +43 +3%
37 38
39
40 41