VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

2,120 hedge funds and large institutions have $50B invested in Vanguard Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 873 increasing their positions, 646 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,120
Holders Change
+200
Holders Change %
+10.42%
% of All Funds
28.23%
Holding in Top 10
230
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+11.65%
% of All Funds
3.06%
New
296
Increased
873
Reduced
646
Closed
59
Calls
$14.3M
Puts
$3.91M
Net Calls
+$10.4M
Net Calls Change
+$19.7M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$4.61B
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$3.18B
3
Bank of America
Bank of America
North Carolina
$4.37B
4
CIA
Choate Investment Advisors
Massachusetts
$113M
5
Morgan Stanley
Morgan Stanley
New York
$2.03B

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$32M
2
MIS
Morningstar Investment Services
Illinois
$8.55M
3
CWM
Connecticut Wealth Management
Connecticut
$0
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$196M
5
Ameriprise
Ameriprise
Minnesota
$896M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
101
Arkansas Financial Group
Arkansas
$43.3M -$1.53M -5,811 -3%
NW
102
NewEdge Wealth
Pennsylvania
$42.9M -$1.15M -4,359 -3%
TTWM
103
TCV Trust & Wealth Management
Virginia
$42.3M -$98.8K -374 -0.2%
PCTC
104
Perkins Coie Trust Company
Washington
$42.1M -$695K -2,633 -2%
RWMH
105
Riverpoint Wealth Management Holdings
Illinois
$41.6M -$389K -1,474 -0.9%
BFPW
106
BOK Financial Private Wealth
Colorado
$40.8M -$1.45M -5,489 -3%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$40.2M +$2.53M +9,578 +7%
SPIA
108
Steward Partners Investment Advisory
New York
$39.7M +$1.58M +5,970 +4%
KIM
109
Kestra Investment Management
Texas
$39.7M +$3.19M +12,072 +9%
BMC
110
Bear Mountain Capital
Washington
$39.4M -$635K -2,289 -2%
G
111
GenTrust
Florida
$39.2M +$1.01M +3,811 +3%
ABC
112
Associated Banc-Corp
Wisconsin
$37.4M +$2.77M +10,479 +8%
HWA
113
Heartwood Wealth Advisors
Virginia
$37.3M +$390K +1,476 +1%
EI
114
Ellevest Inc
New York
$37.2M -$707K -2,675 -2%
SILC
115
Starr Indemnity & Liability Company
New York
$37M +$37M +140,160 New
RFC
116
Regions Financial Corp
Alabama
$37M -$226K -855 -0.6%
IA
117
IFC Advisors
California
$36.7M +$36.7M +138,891 New
CIC
118
Cutler Investment Counsel
Oregon
$36.2M +$2.71M +10,255 +8%
US Bancorp
119
US Bancorp
Minnesota
$36.1M -$49.4K -187 -0.1%
SC
120
Stephens Consulting
Michigan
$36M +$282K +1,067 +0.8%
DWM
121
Dechtman Wealth Management
Colorado
$35.6M +$1.63M +6,182 +5%
PLU
122
Performa Ltd (US)
South Carolina
$35.1M +$3.46M +13,103 +11%
BI
123
Ballast Inc
Kentucky
$34.3M -$228K -865 -0.7%
MAM
124
Marquette Asset Management
Minnesota
$33.5M -$756K -2,861 -2%
W
125
Wealthquest
Ohio
$33.5M +$953K +3,607 +3%
3 4
5
6 7