VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,643 hedge funds and large institutions have $33.2B invested in Vanguard Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 769 increasing their positions, 528 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,643
Holders Change
-2
Holders Change %
-0.12%
% of All Funds
26.2%
Holding in Top 10
196
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.13%
New
87
Increased
769
Reduced
528
Closed
72
Calls
$15.3M
Puts
$2.71M
Net Calls
+$12.6M
Net Calls Change
-$6.66M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$154M
2
FCAS
First Command Advisory Services
Texas
+$90.8M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$75.1M
4
PFO
Pathstone Family Office
New Jersey
+$64.6M
5
CA
Clearstead Advisors
Ohio
+$52.6M

Top Sellers

1
MRC
Millburn Ridgefield Corp
New York
-$90.1M
2
CCA
Catalyst Capital Advisors
New York
-$90M
3
Wells Fargo
Wells Fargo
California
-$62.4M
4
ETC
Exchange Traded Concepts
Oklahoma
-$48.8M
5
ACM
Alpha Capital Management
Texas
-$32.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
1201
Beaumont Financial Advisors
Massachusetts
$385K +$1.46K +7 +0.4%
AIM
1202
Athena Investment Management
California
$383K – – –
FWTB
1203
First Western Trust Bank
Colorado
$380K -$36.4K -175 -9%
FCIM
1204
Fairview Capital Investment Management
California
$378K – – –
BIAS
1205
Beacon Investment Advisory Services
New Jersey
$377K +$1.67K +8 +0.4%
IAG
1206
Investmark Advisory Group
Connecticut
$376K – – –
TCM
1207
Triumph Capital Management
Colorado
$376K +$96K +461 +34%
EWM
1208
Echo Wealth Management
Minnesota
$375K -$2.08K -10 -0.6%
WTB
1209
Washington Trust Bank
Washington
$374K -$19.4K -93 -5%
WSFS
1210
Wilmington Savings Fund Society
Delaware
$374K – – –
SMA
1211
Sage Mountain Advisors
Georgia
$373K – – –
VNA
1212
Valley National Advisers
Pennsylvania
$372K -$1.25K -6 -0.3%
JPLA
1213
Joseph P. Lucia & Associates
New York
$370K – – –
CCFM
1214
Clear Creek Financial Management
Washington
$370K +$3.12K +15 +0.9%
AMCA
1215
Arthur M. Cohen & Associates
Illinois
$370K +$208 +1 +0.1%
FWCM
1216
Ferguson Wellman Capital Management
Oregon
$369K – – –
TCPWM
1217
Traverso Chambers Private Wealth Management
California
$367K – – –
JDR
1218
Jay D. Rosenbaum
$367K +$85K +408 +30%
SFG
1219
Synergy Financial Group
California
$363K +$83.3K +400 +30%
GAB
1220
German American Bancorp
Indiana
$362K +$25K +120 +7%
LCM
1221
Logan Capital Management
Pennsylvania
$360K -$3.75K -18 -1%
TFF
1222
The Family Firm
Maryland
$360K +$5K +24 +1%
VWA
1223
VERITY Wealth Advisors
United States
$357K +$833 +4 +0.2%
JCM
1224
Jacobi Capital Management
Pennsylvania
$356K +$416 +2 +0.1%
1WA
1225
180 Wealth Advisors
Washington
$355K +$9.58K +46 +3%
47 48
49
50 51