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 %
BCM
1501
Birch Capital Management
Texas
$59.7K – – –
FC
1502
Family CFO
California
$59.7K – – –
TF
1503
TimeScale Financial
Massachusetts
$59.1K +$422 +2 +0.7%
PCA
1504
Providence Capital Advisors
North Carolina
$58K – – –
M
1505
MOTCO
Texas
$54.6K -$51.3K -243 -48%
JWA
1506
JFS Wealth Advisors
Pennsylvania
$54.3K – – –
CIA
1507
Cascade Investment Advisors
Oregon
$53.9K +$53.9K +256 New
PP
1508
PFS Partners
New Jersey
$53.6K +$211 +1 +0.4%
SFCL
1509
Strengthening Families & Communities LLC
Massachusetts
$51.5K -$858K -4,069 -94%
SS
1510
Sunbelt Securities
Texas
$50.2K +$50.2K +242 New
CFO
1511
CVA Family Office
Colorado
$48.3K +$19.2K +91 +66%
SCA
1512
Stonebridge Capital Advisors
Minnesota
$48.3K -$223K -1,059 -82%
GI
1513
Gradient Investments
Minnesota
$47.9K – – –
PCM
1514
Perritt Capital Management
Illinois
$47.5K – – –
JMF
1515
Johnson Midwest Financial
Iowa
$47.2K – – –
BCPWM
1516
Bradley & Co Private Wealth Management
Florida
$46.4K – – –
RPCA
1517
Running Point Capital Advisors
California
$46.2K +$37.5K +178 +434%
WAS
1518
Winch Advisory Services
Wisconsin
$46K +$213 +1 +0.5%
DF
1519
DecisionPoint Financial
Arizona
$45.8K – – –
WTA
1520
Washington Trust Advisors
Massachusetts
$44.9K -$10.1K -48 -18%
WFA
1521
WestHill Financial Advisors
California
$44.6K – – –
FCG
1522
Financial Connections Group
California
$43K -$20.8K -99 -33%
DWA
1523
Dougherty Wealth Advisers
Minnesota
$42.2K – – –
EA
1524
Evolution Advisers
Virginia
$42K – – –
NIC
1525
Northwest Investment Counselors
Oregon
$40.5K – – –
59 60
61
62 63