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 %
RC
1001
RegentAtlantic Capital
New Jersey
$321K +$321K +1,451 New
GKWIM
1002
Gerber Kawasaki Wealth & Investment Management
California
$319K +$16.8K +76 +6%
IA
1003
IFG Advisory
Georgia
$317K -$5.3K -24 -2%
CFG
1004
Cooper Financial Group
California
$316K -$2.65K -12 -0.8%
PWA
1005
Physician Wealth Advisors
Utah
$316K +$226 +1 +0.1%
EW
1006
Evoke Wealth
California
$314K -$8.85K -40 -3%
MIA
1007
MainStreet Investment Advisors
Illinois
$313K – – –
OPCM
1008
Osborne Partners Capital Management
California
$312K +$15.9K +72 +5%
CAL
1009
Capital Advisors Ltd
Ohio
$312K +$71.7K +324 +30%
CHAM
1010
Clear Harbor Asset Management
Connecticut
$309K +$309K +1,394 New
APG
1011
Abacus Planning Group
South Carolina
$307K – – –
LIM
1012
Lathrop Investment Management
Arkansas
$306K +$306K +1,383 New
LNB
1013
Ledyard National Bank
$305K -$12.2K -55 -4%
9WM
1014
9258 Wealth Management
Ohio
$305K – – –
PFSC
1015
Peoples Financial Services Corp
Pennsylvania
$305K – – –
FNBOMD
1016
First National Bank of Mount Dora
Florida
$305K +$44.2K +200 +17%
SW
1017
SkyOak Wealth
Michigan
$304K -$494K -2,118 -62%
ACA
1018
Aptus Capital Advisors
Alabama
$303K -$53.4K -241 -15%
RPGK
1019
Retirement Planning Group (Kansas)
Kansas
$303K +$14.4K +65 +5%
CAG
1020
Compass Advisory Group
New York
$302K -$254K -1,150 -46%
SCA
1021
Snowden Capital Advisors
New York
$301K +$30.1K +136 +11%
CAM
1022
Congress Asset Management
Massachusetts
$297K – – –
IIC
1023
Ironwood Investment Counsel
Arizona
$295K +$663 +3 +0.2%
FFA
1024
Founders Financial Alliance
North Carolina
$294K +$456 +2 +0.2%
BCI
1025
Brinker Capital Investments
Pennsylvania
$294K +$294K +1,327 New
39 40
41
42 43