VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

2,122 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, 875 increasing their positions, 646 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,122
Holders Change
+201
Holders Change %
+10.46%
% of All Funds
28.24%
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
875
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
+$783M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$183M
3
Bank of America
Bank of America
North Carolina
+$128M
4
CIA
Choate Investment Advisors
Massachusetts
+$112M
5
Morgan Stanley
Morgan Stanley
New York
+$79.8M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$127M
2
MIS
Morningstar Investment Services
Illinois
-$73.9M
3
CWM
Connecticut Wealth Management
Connecticut
-$53.4M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$52.2M
5
Ameriprise
Ameriprise
Minnesota
-$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLL
1301
Moody Lynn & Lieberson
Massachusetts
$673K -$38.3K -145 -5%
SPW
1302
Sonoma Private Wealth
California
$673K -$7.4K -28 -1%
LRPA
1303
L. Roy Papp & Associates
Arizona
$671K +$85.3K +323 +15%
BB
1304
Berkshire Bank
Massachusetts
$671K +$671K +2,540 New
DAS
1305
Diversify Advisory Services
Utah
$671K +$1.84K +7 +0.3%
ONST
1306
Old North State Trust
North Carolina
$670K – – –
PIM
1307
Penobscot Investment Management
Massachusetts
$669K +$15.1K +57 +2%
SC
1308
Slow Capital
California
$667K -$1.06K -4 -0.2%
GD
1309
Grandfield & Dodd
New York
$665K +$2.64K +10 +0.4%
TC
1310
TFR Capital
Texas
$665K +$665K +2,518 New
BFA
1311
Buttonwood Financial Advisors
Maryland
$665K +$264 +1 +0%
WG
1312
Welch Group
Alabama
$664K +$264 +1 +0%
RCA
1313
Ranch Capital Advisors
Florida
$664K -$14.8K -56 -2%
OC
1314
Optima Capital
Oregon
$660K +$660K +2,500 New
LDB
1315
Lee, Danner & Bass
Tennessee
$655K -$18.5K -70 -3%
DDC
1316
DF Dent & Co
Maryland
$652K -$17.2K -65 -3%
PEA
1317
Park Edge Advisors
Ohio
$651K +$264 +1 +0%
DI
1318
Disciplined Investments
Oklahoma
$649K +$198K +750 +44%
DI
1319
Diligent Investors
California
$649K – – –
HCMG
1320
Howard Capital Management Group
California
$648K – – –
CQWA
1321
Chokshi & Queen Wealth Advisors
California
$648K +$648K +2,452 New
APP
1322
Avantax Planning Partners
Iowa
$647K -$57K -216 -8%
EBA
1323
Eagle Bay Advisors
New York
$646K – – –
WCM
1324
WealthTrak Capital Management
Virginia
$645K +$645K +2,441 New
FWI
1325
Facet Wealth Inc
Maryland
$645K +$189K +683 +41%
51 52
53
54 55