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 %
KLI
1101
Kelman-Lazarov Inc
Tennessee
$513K -$18.3K -83 -3%
BIM
1102
Baldwin Investment Management
Pennsylvania
$512K -$7.05K -32 -1%
AA
1103
Advisory Alpha
Michigan
$506K +$257K +1,169 +104%
SNBOSD
1104
Security National Bank of So Dak
Iowa
$504K +$504K +2,291 New
Betterment LLC
1105
Betterment LLC
New York
$504K +$115K +523 +30%
AWM
1106
Accel Wealth Management
Iowa
$503K – – –
GW
1107
GW & Wade
Massachusetts
$502K -$22.5K -102 -4%
D
1108
Dentgroup
Louisiana
$502K +$1.1K +5 +0.2%
WIC
1109
Willis Investment Counsel
Georgia
$501K – – –
FA
1110
Fiduciary Alliance
South Carolina
$501K +$33.9K +154 +7%
SBH
1111
Segall Bryant & Hamill
Illinois
$500K -$13K -59 -3%
BFM
1112
Boston Financial Management
Massachusetts
$499K +$38.3K +174 +8%
SWM
1113
SFG Wealth Management
Maryland
$497K -$10.6K -48 -2%
WP
1114
WealthShield Partners
North Carolina
$495K +$17.2K +78 +4%
CAMG
1115
CWA Asset Management Group
Florida
$495K +$269K +1,223 +119%
OC
1116
Oakworth Capital
Alabama
$494K +$129K +584 +35%
SWPG
1117
Strategic Wealth Partners Group
Illinois
$494K +$440 +2 +0.1%
FF
1118
Francis Financial
$492K -$51.3K -233 -9%
SFG
1119
Sunburst Financial Group
Alabama
$489K +$1.1K +5 +0.2%
BWM
1120
Blossom Wealth Management
California
$488K +$37K +168 +8%
GGS
1121
Galvin Gaustad & Stein
Arizona
$486K -$17.4K -79 -3%
PI
1122
PFG Investments
New York
$485K +$5.72K +26 +1%
LWM
1123
Lyell Wealth Management
California
$484K – – –
VFPW
1124
Vantage Financial Partners (Wisconsin)
Wisconsin
$481K -$40.5K -184 -8%
KCM
1125
Kennicott Capital Management
California
$477K +$318K +4,337 +200%
43 44
45
46 47