VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,611 hedge funds and large institutions have $32.4B invested in Vanguard Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 694 increasing their positions, 582 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
-3
Holders Change %
-0.19%
% of All Funds
25.78%
Holding in Top 10
196
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2%
% of All Funds
3.14%
New
102
Increased
694
Reduced
582
Closed
57
Calls
$19.3M
Puts
$17.4M
Net Calls
+$1.91M
Net Calls Change
+$16.2M

Top Buyers

1
SS
Simplicity Solutions
Minnesota
+$88.8M
2
FCB
First Command Bank
Texas
+$86.7M
3
FCFS
First Command Financial Services
Texas
+$86.7M
4
CIAS
CBIZ Investment Advisory Services
Ohio
+$83M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$50.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$348M
2
Morgan Stanley
Morgan Stanley
New York
-$108M
3
PFO
Pathstone Family Office
New Jersey
-$61.7M
4
BlackRock
BlackRock
New York
-$39.1M
5
Bank of America
Bank of America
North Carolina
-$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
1101
Voya Financial Advisors
Connecticut
$476K -$23K -111 -5%
SFP
1102
Sterling Financial Planning
New Jersey
$472K -$76.6K -363 -14%
ANBT
1103
American National Bank & Trust
Texas
$472K – – –
AMCA
1104
Arthur M. Cohen & Associates
Illinois
$471K +$633 +3 +0.1%
LB
1105
Leo Brokerage
Texas
$471K +$471K +2,233 New
SFG
1106
Sunburst Financial Group
Alabama
$467K – – –
LWM
1107
Lyell Wealth Management
California
$463K +$31.4K +149 +7%
GHA
1108
Granite Harbor Advisors
Texas
$463K -$8.44K -40 -2%
T
1109
TNF
Montana
$461K +$45K +215 +11%
SWPG
1110
Strategic Wealth Partners Group
Illinois
$460K +$122K +595 +36%
PI
1111
PFG Investments
New York
$460K +$460K +2,179 New
BW
1112
BIP Wealth
Georgia
$459K +$459K +2,174 New
WP
1113
WealthShield Partners
North Carolina
$458K -$844 -4 -0.2%
EWM
1114
Echo Wealth Management
Minnesota
$458K -$30.6K -145 -6%
VWA
1115
VERITY Wealth Advisors
United States
$458K +$633 +3 +0.1%
KCM
1116
Kennicott Capital Management
California
$457K -$31.4K -149 -6%
PAG
1117
Private Advisory Group
Washington
$457K -$9.49K -45 -2%
Simplex Trading
1118
Simplex Trading
Illinois
$456K -$33.5K -159 -7%
WSFS
1119
Wilmington Savings Fund Society
Delaware
$454K -$3.16K -15 -0.7%
FCH
1120
Freestone Capital Holdings
Washington
$454K -$499K -2,365 -52%
BB
1121
Busey Bank
Illinois
$453K – – –
HIA
1122
Harbor Investment Advisory
Maryland
$453K -$36.9K -175 -8%
AFO
1123
Arrowroot Family Office
California
$452K +$452K +2,144 New
WB
1124
Webster Bank
Connecticut
$452K +$73.4K +348 +19%
TAM
1125
Townsend Asset Management
North Carolina
$449K +$1.48K +7 +0.3%
43 44
45
46 47