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 %
RWMH
101
Riverpoint Wealth Management Holdings
Illinois
$32.3M +$988K +4,684 +3%
FC
102
Fulcrum Capital
Washington
$32M +$1.84M +8,744 +6%
SDWMA
103
Schneider Downs Wealth Management Advisors
Pennsylvania
$31.9M +$136K +647 +0.4%
AF
104
Arrow Financial
New York
$31.5M -$1.15M -5,439 -4%
LIM
105
Leavell Investment Management
Alabama
$31.5M +$629K +2,983 +2%
PCTC
106
Perkins Coie Trust Company
Washington
$31.1M +$349K +1,655 +1%
G
107
GenTrust
Florida
$30.4M +$1.62M +7,662 +6%
NHT
108
New Hampshire Trust
New Hampshire
$30M -$310K -1,472 -1%
KAS
109
Kestra Advisory Services
Texas
$28.8M -$3.78M -17,940 -12%
HWA
110
Heartwood Wealth Advisors
Virginia
$28M +$867K +4,112 +3%
NW
111
NewEdge Wealth
Pennsylvania
$27M +$3.31M +15,695 +14%
BBA
112
BLB&B Advisors
Pennsylvania
$26.8M -$304K -1,439 -1%
AFS
113
Axiom Financial Strategies
Indiana
$26.8M +$401K +1,901 +2%
AM
114
AGF Management
Ontario, Canada
$26.5M -$547K -2,592 -2%
RFC
115
Regions Financial Corp
Alabama
$26.3M +$83.7K +397 +0.3%
BI
116
Ballast Inc
Kentucky
$26.2M +$373K +1,769 +1%
PRS
117
Pinkerton Retirement Specialists
Idaho
$26M +$69.6K +330 +0.3%
EI
118
Ellevest Inc
New York
$25.6M +$448K +2,122 +2%
TPW
119
TL Private Wealth
Texas
$25.2M +$452K +2,145 +2%
Bessemer Group
120
Bessemer Group
New Jersey
$24.5M -$562K -2,665 -2%
BP
121
BCK Partners
New York
$24M +$80.2K +380 +0.3%
GT
122
Glenmede Trust
Pennsylvania
$23M +$389K +1,843 +2%
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$23M -$433K -2,051 -2%
PFM
124
Phillips Financial Management
Indiana
$22.7M +$126K +599 +0.6%
CIC
125
Cutler Investment Counsel
Oregon
$22.5M -$2.12M -10,042 -9%
3 4
5
6 7