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 %
EW
1026
Evoke Wealth
California
$337K – – –
PWA
1027
Physician Wealth Advisors
Utah
$334K +$1.66K +7 +0.5%
BA
1028
BCM Advisors
Louisiana
$334K +$334K +1,454 New
KW
1029
KWB Wealth
California
$333K – – –
CHAM
1030
Clear Harbor Asset Management
Connecticut
$331K – – –
CFG
1031
Cooper Financial Group
California
$328K -$10.9K -46 -3%
PFSC
1032
Peoples Financial Services Corp
Pennsylvania
$328K – – –
LIM
1033
Lathrop Investment Management
Arkansas
$328K – – –
SAM
1034
Strategy Asset Managers
California
$328K +$328K +1,379 New
HVP
1035
Hudson Value Partners
Florida
$328K +$328K +1,381 New
FNBOMD
1036
First National Bank of Mount Dora
Florida
$327K – – –
MIA
1037
MainStreet Investment Advisors
Illinois
$326K -$9.26K -39 -3%
MWM
1038
Madison Wealth Management
Ohio
$325K -$36.6K -154 -10%
ACA
1039
Aptus Capital Advisors
Alabama
$325K – – –
CAG
1040
Compass Advisory Group
New York
$325K +$950 +4 +0.3%
SCA
1041
Snowden Capital Advisors
New York
$323K +$237 +1 +0.1%
IF
1042
Ironwood Financial
Arizona
$318K +$43.3K +182 +16%
IIC
1043
Ironwood Investment Counsel
Arizona
$317K +$475 +2 +0.1%
RC
1044
RegentAtlantic Capital
New Jersey
$316K -$28.7K -121 -8%
CT
1045
Columbia Trust
Oregon
$315K -$41.6K -175 -12%
VWM
1046
Venturi Wealth Management
Texas
$315K +$87.6K +369 +39%
KM
1047
Kalos Management
Georgia
$314K -$95.5K -397 -23%
RA
1048
Rodgers & Associates
Pennsylvania
$314K – – –
CPFP
1049
Clear Perspectives Financial Planning
Ohio
$314K – – –
RWA
1050
River Wealth Advisors
Pennsylvania
$312K -$475 -2 -0.2%
40 41
42
43 44