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 %
FF
1376
Francis Financial
$565K -$18.5K -70 -3%
EAM
1377
Everstar Asset Management
North Carolina
$564K -$8.72K -33 -2%
OW
1378
Olistico Wealth
Oklahoma
$563K +$264 +1 +0%
GSIS
1379
Global Strategic Investment Solutions
Arizona
$561K +$8.98K +34 +2%
AFG
1380
ABLE Financial Group
Arizona
$561K -$2.11K -8 -0.4%
PFWA
1381
Paces Ferry Wealth Advisors
Georgia
$560K – – –
WCM
1382
Winebrenner Capital Management
Kentucky
$558K +$558K +2,114 New
FA
1383
Financial Alternatives
California
$557K – – –
TNA
1384
True North Advisors
Texas
$556K +$341K +1,292 +159%
HA
1385
Huntleigh Advisors
Missouri
$551K +$551K +2,085 New
STB
1386
S&T Bank
Pennsylvania
$551K -$8.19K -31 -1%
TWM
1387
Trueblood Wealth Management
Ohio
$551K +$149K +566 +37%
UIM
1388
Unified Investment Management
Georgia
$550K +$550K +2,081 New
NA
1389
Nautilus Advisors
California
$546K +$546K +2,069 New
EFG
1390
Ehrlich Financial Group
California
$546K -$15.3K -58 -3%
AWM
1391
Accel Wealth Management
Iowa
$546K +$792 +3 +0.1%
LWM
1392
Lodestone Wealth Management
Washington
$545K +$1.32K +5 +0.2%
PSF
1393
Pacific Sun Financial
California
$545K +$24K +91 +5%
LWM
1394
Lyell Wealth Management
California
$543K – – –
BIAS
1395
Beacon Investment Advisory Services
New Jersey
$542K – – –
OWA
1396
Octavia Wealth Advisors
Ohio
$539K +$21.1K +80 +4%
WTFG
1397
Wells Trecaso Financial Group
Ohio
$538K – – –
PAM
1398
Palisade Asset Management
Minnesota
$538K – – –
RDWM
1399
Red Door Wealth Management
Tennessee
$537K +$21.9K +83 +4%
MSAM
1400
Moloney Securities Asset Management
Missouri
$536K -$129K -487 -19%
54 55
56
57 58