VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

566 hedge funds and large institutions have $8.51B invested in Vanguard Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 248 increasing their positions, 128 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+74
Holders Change %
+15.04%
% of All Funds
14.17%
Holding in Top 10
64
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+28%
% of All Funds
1.6%
New
96
Increased
248
Reduced
128
Closed
18
Calls
$3.92M
Puts
$4.81M
Net Calls
-$882K
Net Calls Change
-$5.5M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$69.7M
2
Wells Fargo
Wells Fargo
California
+$60.9M
3
Morgan Stanley
Morgan Stanley
New York
+$58.8M
4
Creative Planning
Creative Planning
Kansas
+$56.4M
5
UBS Group
UBS Group
Switzerland
+$54.5M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$21.9M
2
Goldman Sachs
Goldman Sachs
New York
-$14.8M
3
AA
Advisory Alpha
Michigan
-$11.3M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$8.38M
5
LPT
Legacy Private Trust
Wisconsin
-$3.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
76
Parallel Advisors
California
$10.3M +$10.3M +78,276 New
BTS
77
BB&T Securities
Virginia
$10.2M – – –
CG
78
Caprock Group
Idaho
$10.1M +$474K +3,602 +5%
CCM
79
Coldstream Capital Management
Washington
$10M -$602K -4,577 -6%
WAM
80
Wealthspire Advisors (Maryland)
Maryland
$9.93M +$2.72M +20,651 +38%
BP
81
Ballentine Partners
Massachusetts
$9.85M +$486K +3,705 +5%
VFP
82
Verus Financial Partners
Virginia
$9.82M -$271K -2,057 -3%
HFS
83
HL Financial Services
Kentucky
$9.74M +$218K +1,657 +2%
Fiera Capital (Canada)
84
Fiera Capital (Canada)
Quebec, Canada
$9.21M -$560K -4,257 -6%
MCM
85
Manchester Capital Management
Vermont
$8.96M +$1.23M +9,328 +16%
WCWM
86
Wooster Corthell Wealth Management
Connecticut
$8.91M +$114K +864 +1%
RW
87
REDW Wealth
New Mexico
$8.79M +$8.79M +66,771 New
Stifel Financial
88
Stifel Financial
Missouri
$8.65M -$626K -4,753 -7%
M&T Bank
89
M&T Bank
New York
$8.63M +$960K +7,294 +13%
NAMP
90
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.58M +$7.9K +60 +0.1%
SDWMA
91
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.57M +$512K +3,889 +6%
HPBT
92
High Point Bank & Trust
North Carolina
$8.46M +$6.64M +50,410 +364%
MA
93
Montag & Associates
Georgia
$8.4M +$286K +2,169 +4%
UCFA
94
United Capital Financial Advisors
Texas
$8.34M -$59K -448 -0.7%
BF
95
Blankinship & Foster
California
$8.32M +$8.32M +63,202 New
BWFA
96
Baltimore-Washington Financial Advisors
Maryland
$8.26M +$2.75M +20,903 +50%
NQWM
97
Northwest Quadrant Wealth Management
Oregon
$8.17M +$8.17M +59,938 New
BAM
98
Berkshire Asset Management
Pennsylvania
$8.09M -$548K -4,161 -6%
SCM
99
SOL Capital Management
Maryland
$7.69M +$49.4K +375 +0.6%
CB
100
Chemical Bank
Michigan
$7.58M +$7.07M +53,703 +1,397%
2 3
4
5 6