VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,643 hedge funds and large institutions have $33.2B invested in Vanguard Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 769 increasing their positions, 528 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,643
Holders Change
-2
Holders Change %
-0.12%
% of All Funds
26.2%
Holding in Top 10
196
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.13%
New
87
Increased
769
Reduced
528
Closed
72
Calls
$15.3M
Puts
$2.71M
Net Calls
+$12.6M
Net Calls Change
-$6.66M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$154M
2
FCAS
First Command Advisory Services
Texas
$90.8M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$122M
4
PFO
Pathstone Family Office
New Jersey
$123M
5
CA
Clearstead Advisors
Ohio
$105M

Top Sellers

1
MRC
Millburn Ridgefield Corp
New York
$82.6M
2
CCA
Catalyst Capital Advisors
New York
$82.6M
3
Wells Fargo
Wells Fargo
California
$4.89B
4
ETC
Exchange Traded Concepts
Oklahoma
$0
5
ACM
Alpha Capital Management
Texas
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
76
Corient Private Wealth
Florida
$52.5M +$1.1M +5,293 +2%
NFG
77
Nadler Financial Group
Illinois
$52M +$370K +1,775 +0.7%
PAG
78
Private Advisor Group
New Jersey
$50.3M -$1.51M -7,237 -3%
CA
79
Cetera Advisors
Colorado
$49.7M +$2.99M +14,377 +6%
PAI
80
Pittenger & Anderson Inc
Nebraska
$49.1M +$970K +4,659 +2%
EH
81
Equitable Holdings
New York
$48.7M +$998K +4,792 +2%
AWM
82
Axxcess Wealth Management
California
$48.6M +$45.9M +220,179 +1,668%
NA
83
NewEdge Advisors
Louisiana
$47.2M +$4.92M +23,622 +12%
CAAS
84
Capital Asset Advisory Services
Michigan
$46.7M +$4.71M +22,403 +11%
NQWM
85
Northwest Quadrant Wealth Management
Oregon
$46.5M +$582K +2,793 +1%
PGFC
86
Peapack-Gladstone Financial Corp
New Jersey
$43.6M +$289K +1,390 +0.7%
AWM
87
AE Wealth Management
Kansas
$41.9M -$1.7M -8,157 -4%
CWM
88
Connecticut Wealth Management
Connecticut
$39.8M -$1.03M -4,953 -3%
Comerica Bank
89
Comerica Bank
Texas
$39.4M +$39.4M +188,966 New
BFPW
90
BOK Financial Private Wealth
Colorado
$39.2M -$1.39M -6,671 -3%
US Bancorp
91
US Bancorp
Minnesota
$39.2M +$3.64M +17,698 +10%
CTB
92
Country Trust Bank
Illinois
$38.8M -$22.9M -109,834 -37%
ME
93
McIlrath & Eck
Washington
$38.8M +$2.86M +13,731 +8%
VVP
94
Venture Visionary Partners
Ohio
$36.4M -$903K -4,334 -2%
Bessemer Group
95
Bessemer Group
New Jersey
$35.9M +$11.6M +55,555 +48%
OHWA
96
Oak Hill Wealth Advisors
Virginia
$35.1M +$1.06M +5,097 +3%
AFG
97
Arkansas Financial Group
Arkansas
$35.1M +$316K +1,517 +0.9%
TTWM
98
TCV Trust & Wealth Management
Virginia
$34.2M +$20K +96 +0.1%
SDWMA
99
Schneider Downs Wealth Management Advisors
Pennsylvania
$33M +$1.04M +5,000 +3%
RWMH
100
Riverpoint Wealth Management Holdings
Illinois
$32.6M +$290K +1,394 +0.9%
2 3
4
5 6