VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,854 hedge funds and large institutions have $41.1B invested in Vanguard Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 786 increasing their positions, 640 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,854
Holders Change
+34
Holders Change %
+1.87%
% of All Funds
26.87%
Holding in Top 10
211
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.31%
% of All Funds
3.06%
New
135
Increased
786
Reduced
640
Closed
74
Calls
$55.7M
Puts
$50.9M
Net Calls
+$4.8M
Net Calls Change
-$16.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$250M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$146M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$104M
4
SW
Simplicity Wealth
New Jersey
+$88.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$76.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.72B
2
Cerity Partners
Cerity Partners
New York
-$1.44B
3
MIS
Morningstar Investment Services
Illinois
-$246M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$118M
5
Charles Schwab
Charles Schwab
California
-$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
1301
Joseph P. Lucia & Associates
New York
$455K +$17.5K +70 +4%
WTB
1302
Washington Trust Bank
Washington
$454K +$31.5K +126 +7%
IAG
1303
Investmark Advisory Group
Connecticut
$451K – – –
UL
1304
Unionview LLC
Washington
$451K +$1.75K +7 +0.4%
BIAS
1305
Beacon Investment Advisory Services
New Jersey
$450K – – –
LWCFA
1306
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$450K – – –
SRWM
1307
Shira Ridge Wealth Management
California
$448K – – –
SMA
1308
Sage Mountain Advisors
Georgia
$447K – – –
RDWM
1309
Red Door Wealth Management
Tennessee
$447K +$33K +132 +8%
RIP
1310
RAM Investment Partners
Washington
$447K – – –
IAG
1311
Investment Advisory Group
Massachusetts
$445K +$47.7K +191 +12%
GP
1312
Girard Partners
Pennsylvania
$444K -$90.2K -361 -17%
GHA
1313
Granite Harbor Advisors
Texas
$444K -$17.7K -71 -4%
ANBTV
1314
American National Bank & Trust (Virginia)
Virginia
$443K +$443K +1,773 New
MIG
1315
McGuire Investment Group
Rhode Island
$443K +$40.5K +162 +10%
VAF
1316
Values Added Financial
District of Columbia
$439K – – –
JSW
1317
Journey Strategic Wealth
New Jersey
$438K – – –
EPP
1318
ETF Portfolio Partners
Kansas
$438K +$7K +28 +2%
CCP
1319
Clarity Capital Partners
California
$437K +$120K +480 +38%
SFO
1320
Stokes Family Office
Louisiana
$437K -$37.5K -150 -8%
FPGK
1321
Financial Partners Group (Kansas)
Kansas
$436K +$4K +16 +0.9%
DI
1322
Disciplined Investments
Oklahoma
$436K +$39.7K +159 +10%
TFF
1323
The Family Firm
Maryland
$435K -$72.7K -291 -14%
TT
1324
TI-Trust
Illinois
$434K +$106K +424 +32%
QCM
1325
QRG Capital Management
Illinois
$430K +$6.5K +26 +2%
51 52
53
54 55