VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,217 hedge funds and large institutions have $25.9B invested in Vanguard Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 493 increasing their positions, 330 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
+162
Holders Change %
+15.36%
% of All Funds
21.59%
Holding in Top 10
144
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+21.01%
% of All Funds
2.56%
New
209
Increased
493
Reduced
330
Closed
30
Calls
$90.3M
Puts
$125M
Net Calls
-$34.6M
Net Calls Change
-$23.1M

Top Buyers

1
CM
Churchill Management
California
+$166M
2
Ameriprise
Ameriprise
Minnesota
+$90.3M
3
ECM
ExodusPoint Capital Management
New York
+$82.7M
4
WANY
Wealthspire Advisors (New York)
New York
+$71M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.37B
2
Bessemer Group
Bessemer Group
New Jersey
-$144M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$73.2M
4
Bank of America
Bank of America
North Carolina
-$62.2M
5
CIAS
CBIZ Investment Advisory Services
Ohio
-$55.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
1101
Lee Financial
Texas
$103K – – –
PWA
1102
Phoenix Wealth Advisors
North Carolina
$102K +$102K +491 New
FNBOSM
1103
First National Bank of South Miami
Florida
$99K – – –
CMBA
1104
C.M. Bidwell & Associates
Hawaii
$93K -$19.3K -94 -17%
HIA
1105
Harbor Investment Advisory
Maryland
$92K – – –
GFPC
1106
Global Financial Private Client
Florida
$89.4K – – –
RG
1107
Retirement Group
California
$88K -$7.8K -38 -8%
LWANC
1108
Laurel Wealth Advisors (North Carolina)
North Carolina
$88K -$2.69K -13 -3%
FFC
1109
First Financial Corp
Indiana
$84K -$209K -1,012 -71%
TC
1110
Trust Company
Kansas
$83K – – –
OSNBOA
1111
Old Second National Bank of Aurora
Illinois
$82K – – –
HFA
1112
HC Financial Advisors
California
$82K +$16.8K +81 +26%
BWA
1113
Burt Wealth Advisors
Maryland
$79K – – –
VNA
1114
Valley National Advisers
Pennsylvania
$76K – – –
SNT
1115
Security National Trust
West Virginia
$72K -$57.8K -281 -45%
VBCG
1116
Valley Brook Capital Group
Pennsylvania
$70K +$70K +339 New
AF
1117
Affiance Financial
Minnesota
$68K – – –
WLPWM
1118
Walled Lake Planning & Wealth Management
Illinois
$68K +$18.3K +89 +37%
TWA
1119
TCI Wealth Advisors
Arizona
$68K +$68K +328 New
RMC
1120
Resources Management Corp
Connecticut
$67K – – –
PGAM
1121
Princeton Global Asset Management
New Jersey
$67K +$67K +325 New
LWM
1122
Liberty Wealth Management
California
$64K – – –
BL
1123
Balentine LLC
Georgia
$63K +$63K +305 New
CWM
1124
Curi Wealth Management
North Carolina
$62K +$62K +302 New
CIA
1125
Cascade Investment Advisors
Oregon
$60.1K – – –
43 44
45
46 47