VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,323 hedge funds and large institutions have $30.6B invested in Vanguard Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 577 increasing their positions, 390 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,323
Holders Change
+54
Holders Change %
+4.26%
% of All Funds
23.1%
Holding in Top 10
145
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.61%
% of All Funds
2.53%
New
114
Increased
577
Reduced
390
Closed
40
Calls
$44.5M
Puts
$7.05M
Net Calls
+$37.5M
Net Calls Change
+$30.2M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$112M
2
CCM
Coldstream Capital Management
Washington
+$61.3M
3
Ameriprise
Ameriprise
Minnesota
+$49.4M
4
CWM
Connecticut Wealth Management
Connecticut
+$37.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$36.4M

Top Sellers

1
CIAS
CBIZ Investment Advisory Services
Ohio
-$341M
2
Wells Fargo
Wells Fargo
California
-$102M
3
Creative Planning
Creative Planning
Kansas
-$93.4M
4
Bessemer Group
Bessemer Group
New Jersey
-$54M
5
TF
TIAA FSB
Florida
-$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
1251
Freedman Financial Associates
Massachusetts
$57K – – –
HFS
1252
Hantz Financial Services
Michigan
$57K +$57K +242 New
BCM
1253
Birch Capital Management
Texas
$55K – – –
PP
1254
Pacifica Partners
Canada
$54K – – –
BCPWM
1255
Bradley & Co Private Wealth Management
Florida
$52K – – –
KFI
1256
Key Financial Inc
Pennsylvania
$52K +$4.79K +20 +10%
SMA
1257
Sage Mountain Advisors
Georgia
$52K +$52K +221 New
HWMA
1258
Heritage Wealth Management (Arizona)
Arizona
$48K +$40.6K +170 +548%
DWA
1259
Dougherty Wealth Advisers
Minnesota
$47K – – –
MIM
1260
MTM Investment Management
South Carolina
$47K – – –
OSNBOA
1261
Old Second National Bank of Aurora
Illinois
$46K – – –
JFGIW
1262
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K – – –
BA
1263
Ballast Advisors
Minnesota
$43K – – –
HF
1264
Halpern Financial
Virginia
$42.7K – – –
LWA
1265
Lenox Wealth Advisors
New York
$39K -$13.2K -55 -25%
GI
1266
Gradient Investments
Minnesota
$38K -$36.8K -154 -49%
IWP
1267
IAG Wealth Partners
Wisconsin
$38K – – –
ARIS
1268
Advanced Research Investment Solutions
California
$38K – – –
LIA
1269
LS Investment Advisors
Michigan
$37K – – –
HI
1270
Hudock Inc
Pennsylvania
$37K – – –
BDWM
1271
Brewin Dolphin Wealth Management
Ireland
$36.8K – – –
PA
1272
Perennial Advisors
New York
$35K – – –
OCM
1273
Orion Capital Management
California
$34K – – –
BCM
1274
Blume Capital Management
California
$33K – – –
TIM
1275
Tortoise Investment Management
New York
$32K -$21.3K -89 -40%
49 50
51
52 53