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 %
GFPC
1476
Global Financial Private Client
Florida
$89.1K – – –
CPA
1477
Cowen Prime Advisors
New York
$86K +$86K +413 New
FRA
1478
Front Row Advisors
California
$85K +$8.19K +39 +11%
BHWM
1479
Beaird Harris Wealth Management
Texas
$84.4K -$2.32K -11 -3%
2L
1480
25 LLC
Missouri
$83.7K +$83.7K +405 New
LSA
1481
Lansing Street Advisors
Pennsylvania
$82.7K -$118K -561 -59%
BC
1482
Barrett & Company
Rhode Island
$80.1K – – –
TFP
1483
Tilia Fiduciary Partners
North Carolina
$79.5K +$211 +1 +0.3%
WT
1484
Washington Trust
Rhode Island
$79.5K – – –
RG
1485
Retirement Group
California
$79K +$211 +1 +0.3%
GM
1486
GeoWealth Management
Illinois
$77K +$77K +367 New
VNIM
1487
Vaughan Nelson Investment Management
Texas
$75K – – –
PWM
1488
Provident Wealth Management
Tennessee
$71.9K +$14.3K +68 +25%
KTC
1489
Kistler-Tiffany Companies
Pennsylvania
$71.7K – – –
VC
1490
Vestor Capital
Illinois
$71K – – –
CSC
1491
Caldwell Sutter Capital
California
$70.2K +$63.9K +303 +1,010%
CTA
1492
Colonial Trust Advisors
South Carolina
$69K -$4.59M -21,770 -99%
RCM
1493
Raleigh Capital Management
North Carolina
$66.5K +$66.5K +315 New
CB
1494
Centennial Bank
Arkansas
$65.4K – – –
BL
1495
Balentine LLC
Georgia
$64.3K – – –
FCMT
1496
Founders Capital Management (Texas)
Texas
$64K – – –
MFC
1497
Morris Financial Concepts
South Carolina
$63K -$1.27K -6 -2%
MCA
1498
Maryland Capital Advisors
Maryland
$62.6K – – –
CWP
1499
Concord Wealth Partners
Virginia
$61.6K -$8.02K -38 -12%
CIA
1500
Cape Investment Advisory
Georgia
$61.1K +$61.1K +290 New
58 59
60
61 62