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 %
BA
1151
Ballast Advisors
Minnesota
$37K – – –
KFI
1152
Key Financial Inc
Pennsylvania
$36K +$36K +174 New
LWA
1153
Lenox Wealth Advisors
New York
$34K – – –
IWP
1154
IAG Wealth Partners
Wisconsin
$33K -$1.89K -9 -5%
ARIS
1155
Advanced Research Investment Solutions
California
$33K +$33K +160 New
BDWM
1156
Brewin Dolphin Wealth Management
Ireland
$32K – – –
LIA
1157
LS Investment Advisors
Michigan
$32K – – –
PA
1158
Perennial Advisors
New York
$31K +$31K +148 New
D
1159
Diversified
Delaware
$31K +$31K +176 New
RCA
1160
Rowland Carmichael Advisors
Arizona
$30K – – –
OCM
1161
Orion Capital Management
California
$30K +$30K +143 New
BCM
1162
Blume Capital Management
California
$29K – – –
APWA
1163
Atlas Private Wealth Advisors
New Jersey
$27K – – –
BWL
1164
Bogart Wealth LLC
Virginia
$26K – – –
CAAS
1165
Capital Asset Advisory Services
Michigan
$26K +$5.69K +28 +28%
SMA
1166
Sage Mountain Advisors
Georgia
$26K +$26K +126 New
KTC
1167
Kistler-Tiffany Companies
Pennsylvania
$25K – – –
SN
1168
Sittner & Nelson
Oregon
$24K +$24K +115 New
HI
1169
Hudock Inc
Pennsylvania
$23K +$3.43K +17 +18%
IA
1170
Inspire Advisors
Idaho
$23K +$23K +110 New
AWM
1171
AllSquare Wealth Management
New York
$21K – – –
AIA
1172
Armor Investment Advisors
North Carolina
$21K +$21K +100 New
AL
1173
ADE LLC
Maryland
$21K +$21K +102 New
SFG
1174
Sowa Financial Group
Rhode Island
$18K – – –
AWM
1175
Aberdeen Wealth Management
Illinois
$16K +$16K +75 New
45 46
47
48 49