VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,645 hedge funds and large institutions have $34.5B invested in Vanguard Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 710 increasing their positions, 553 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,645
Holders Change
+34
Holders Change %
+2.11%
% of All Funds
25.94%
Holding in Top 10
196
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.09%
New
116
Increased
710
Reduced
553
Closed
66
Calls
$31M
Puts
$11.7M
Net Calls
+$19.3M
Net Calls Change
+$17.4M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$820M
2
AF
Allworth Financial
California
+$94M
3
LPL Financial
LPL Financial
California
+$72.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$53M
5
Morgan Stanley
Morgan Stanley
New York
+$50M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.3B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$67.5M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$40.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$34.9M
5
PRS
Pinkerton Retirement Specialists
Idaho
-$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNB
1051
Thomasville National Bank
Georgia
$596K +$2.42K +11 +0.4%
FB
1052
Fulton Bank
Pennsylvania
$595K +$2.2K +10 +0.4%
DI
1053
DFPG Investments
Utah
$593K +$126K +551 +27%
CIA
1054
Capital Investment Advisors
Georgia
$593K -$12.8K -58 -2%
ML
1055
Mayport LLC
Massachusetts
$591K – – –
HW
1056
Hancock Whitney
Mississippi
$586K +$54K +245 +10%
JSW
1057
Journey Strategic Wealth
New Jersey
$585K -$345K -1,567 -37%
RCA
1058
Ranch Capital Advisors
Florida
$585K +$5.94K +27 +1%
MPCG
1059
Matrix Private Capital Group
New York
$581K -$12.3K -56 -2%
SPW
1060
Sonoma Private Wealth
California
$580K +$128K +581 +28%
WP
1061
Westmount Partners
California
$577K +$3.74K +17 +0.7%
RWM
1062
Ritholtz Wealth Management
New York
$577K +$39.4K +179 +7%
CAS
1063
Coppell Advisory Solutions
Texas
$576K -$252K -1,155 -30%
ANBT
1064
American National Bank & Trust
Texas
$569K +$76.4K +347 +15%
PEA
1065
Park Edge Advisors
Ohio
$565K – – –
MLL
1066
Moody Lynn & Lieberson
Massachusetts
$565K +$63.8K +290 +13%
SC
1067
Slow Capital
California
$561K +$17.6K +80 +3%
AWC
1068
Adamsbrown Wealth Consultants
Kansas
$560K – – –
MFG
1069
Merit Financial Group
Georgia
$560K -$49.3K -224 -8%
WC
1070
Waterloo Capital
Texas
$559K – – –
MIA
1071
Milestone Investment Advisors
Wisconsin
$559K +$7.05K +32 +1%
BBPWM
1072
Blue Bell Private Wealth Management
Pennsylvania
$558K +$558K +2,535 New
DDC
1073
DF Dent & Co
Maryland
$558K – – –
MAS
1074
Madden Advisory Services
Florida
$556K +$98.9K +449 +22%
LGWM
1075
Litman Gregory Wealth Management
California
$552K +$552K +2,509 New
41 42
43
44 45