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 %
OPA
1276
Old Port Advisors
Maine
$290K -$34.7K -165 -11%
IFPG
1277
Intrepid Financial Planning Group
Indiana
$290K -$24.3K -115 -8%
FPCG
1278
Fort Pitt Capital Group
Pennsylvania
$290K – – –
GFL
1279
Granite FO LLC
New Hampshire
$290K -$72K -344 -20%
TFA
1280
Triad Financial Advisors
North Carolina
$290K -$2.74K -13 -0.9%
AWM
1281
Avaii Wealth Management
Wisconsin
$289K -$1.06K -5 -0.4%
FFWA
1282
FRG Family Wealth Advisors
Washington
$289K – – –
MWM
1283
Mascoma Wealth Management
New Hampshire
$288K +$2.51K +12 +0.9%
PWM
1284
Penobscot Wealth Management
Maine
$288K -$2.32K -11 -0.8%
HS
1285
Horan Securities
United States
$288K +$211 +1 +0.1%
LTL
1286
Lowery Thomas LLC
California
$287K -$9.49K -45 -3%
APA
1287
Astoria Portfolio Advisors
New York
$287K +$49.3K +237 +21%
C1AG
1288
Client 1st Advisory Group
Florida
$286K – – –
BBNA
1289
Bremer Bank National Association
Minnesota
$285K – – –
CT
1290
Clearstead Trust
Maine
$285K -$409K -1,939 -59%
NP
1291
NorthRock Partners
Minnesota
$284K -$2.53K -12 -0.9%
IIC
1292
Ironwood Investment Counsel
Arizona
$283K -$1.06K -5 -0.4%
BAM
1293
Byrne Asset Management
New Jersey
$283K -$7.17K -34 -2%
CIAS
1294
CFS Investment Advisory Services
New Jersey
$283K +$283K +1,342 New
EPP
1295
ETF Portfolio Partners
Kansas
$283K – – –
LSIA
1296
LaSalle St. Investment Advisors
Illinois
$282K +$73.8K +350 +35%
SFG
1297
Synergy Financial Group
California
$282K +$282K +1,337 New
1SB
1298
1ST Source Bank
Indiana
$282K +$63.3K +300 +29%
FCC
1299
Flower City Capital
New York
$280K – – –
LWM
1300
Lodestone Wealth Management
Washington
$279K -$3.16K -15 -1%
50 51
52
53 54