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 %
FBC
1101
Fairfield, Bush & Co
Connecticut
$262K – – –
MFG
1102
Merit Financial Group
Georgia
$262K +$262K +1,104 New
PFA
1103
Plotkin Financial Advisors
Maryland
$262K +$262K +1,103 New
RFA
1104
Reilly Financial Advisors
California
$260K +$949 +4 +0.4%
NCM
1105
Northwest Capital Management
Oregon
$258K -$4.34K -18 -2%
CL
1106
COWA LLC
Oklahoma
$258K – – –
IA
1107
Insight Advisors
Pennsylvania
$256K -$28.8K -120 -10%
EBT
1108
Enterprise Bank & Trust
Massachusetts
$256K +$38K +160 +17%
BOPW
1109
Brandywine Oak Private Wealth
Pennsylvania
$255K +$255K +1,078 New
FIA
1110
Foundations Investment Advisors
Arizona
$253K +$28.5K +119 +13%
MIM
1111
Marco Investment Management
Georgia
$252K -$61.8K -260 -20%
CRI
1112
Colonial River Investments
Virginia
$252K +$252K +1,062 New
RMAM
1113
Raab & Moskowitz Asset Management
New Jersey
$251K -$28.2K -119 -10%
MAM
1114
McLean Asset Management
Virginia
$251K – – –
AFG
1115
Allegheny Financial Group
Pennsylvania
$250K +$250K +1,054 New
MCM
1116
McMillion Capital Management
North Carolina
$249K -$158K -667 -39%
UAS
1117
United Asset Strategies
New York
$248K -$5.22K -22 -2%
ZIM
1118
Zacks Investment Management
Illinois
$248K +$248K +1,045 New
RA
1119
Riverstone Advisors
Texas
$247K -$11.9K -50 -5%
NB
1120
NBT Bank
New York
$247K -$2.37K -10 -0.9%
AA
1121
Argent Advisors
Louisiana
$247K – – –
WTFG
1122
Wells Trecaso Financial Group
Ohio
$247K – – –
WP
1123
WealthPLAN Partners
Nebraska
$246K +$246K +1,010 New
GC
1124
Garde Capital
Washington
$245K – – –
LNWTC
1125
Laird Norton Wetherby Trust Company
Washington
$243K -$2.14K -9 -0.9%
43 44
45
46 47