VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,494 hedge funds and large institutions have $30.2B invested in Vanguard Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 700 increasing their positions, 469 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,494
Holders Change
-19
Holders Change %
-1.26%
% of All Funds
25.83%
Holding in Top 10
177
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.56%
% of All Funds
3.06%
New
80
Increased
700
Reduced
469
Closed
75
Calls
$19.4M
Puts
$5.49M
Net Calls
+$13.9M
Net Calls Change
+$4.33M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$145M
2
CTB
2
Country Trust Bank
Illinois
$58.3M
3
PFO
3
Pathstone Family Office
New Jersey
$113M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$187M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$408M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.74B
2
CIAS
2
CBIZ Investment Advisory Services
Ohio
$1.95M
3
PAG
3
Private Advisor Group
New Jersey
$49.1M
4
PA
4
PFG Advisors
Arizona
$2.14M
5
CAM
5
Cresset Asset Management
Illinois
$44.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWMA
101
Schneider Downs Wealth Management Advisors
Pennsylvania
$24.9M +$386K +2,052 +2%
FSWA
102
Financial Synergies Wealth Advisors
Texas
$24.9M +$4.77M +25,390 +24%
NHC
103
Nicholas Hoffman & Company
Georgia
$24.5M +$7.93M +42,180 +48%
US Bancorp
104
US Bancorp
Minnesota
$24.2M +$1.29M +6,858 +6%
HWA
105
Heartwood Wealth Advisors
Virginia
$23.4M +$1.11M +5,883 +5%
AWS
106
AJ Wealth Strategies
New York
$23.3M -$819K -4,358 -3%
AFS
107
Axiom Financial Strategies
Indiana
$23.3M +$920K +4,895 +4%
BBA
108
BLB&B Advisors
Pennsylvania
$23.1M -$571K -3,038 -2%
BI
109
Ballast Inc
Kentucky
$23.1M +$117K +625 +0.5%
CIC
110
Cutler Investment Counsel
Oregon
$22.8M -$374K -1,987 -2%
PFM
111
Phillips Financial Management
Indiana
$22.8M +$1M +5,341 +5%
Bessemer Group
112
Bessemer Group
New Jersey
$22.5M +$13.3K +71 +0.1%
TPW
113
TL Private Wealth
Texas
$22.3M +$222K +1,163 +1%
RFC
114
Regions Financial Corp
Alabama
$22.3M +$623K +3,313 +3%
EI
115
Ellevest Inc
New York
$21.7M +$1.1M +5,840 +5%
NW
116
NewEdge Wealth
Pennsylvania
$21.6M +$533K +2,835 +3%
FHA
117
First Horizon Advisors
Tennessee
$21M -$4.58M -24,370 -18%
FVWA
118
Foster Victor Wealth Advisors
South Carolina
$21M -$90.9K -460 -0.4%
SB
119
Simmons Bank
Arkansas
$21M -$577K -3,069 -3%
HWM
120
HB Wealth Management
Georgia
$20.5M +$899K +4,785 +5%
GT
121
Glenmede Trust
Pennsylvania
$20.5M -$631K -3,355 -3%
BP
122
BCK Partners
New York
$20.3M -$881K -4,688 -4%
CFGS
123
Concourse Financial Group Securities
Alabama
$20.1M -$701K -3,727 -3%
DP
124
Divergent Planning
Maryland
$20M +$320K +1,701 +2%
BF
125
Blankinship & Foster
California
$19.9M -$767K -4,081 -4%
3 4
5
6 7