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 %
GF
1501
Gries Financial
Ohio
$278K -$109K -435 -28%
WFS
1502
Weitzel Financial Services
Iowa
$278K – – –
KA
1503
Klingman & Associates
New York
$278K +$21.7K +87 +8%
HIP
1504
HUB Investment Partners
Texas
$277K -$69K -276 -20%
CAL
1505
Capital Advisors Ltd
Ohio
$274K – – –
HIA
1506
HTG Investment Advisors
Connecticut
$273K – – –
BC
1507
Barrett & Company
Rhode Island
$273K +$250 +1 +0.1%
TA
1508
Tactive Advisors
Florida
$272K -$5K -20 -2%
GKWIM
1509
Gerber Kawasaki Wealth & Investment Management
California
$271K +$8.5K +34 +3%
SL
1510
Summitry LLC
California
$271K +$271K +1,085 New
FTDI
1511
First Trust Direct Indexing
Massachusetts
$270K -$4.75K -19 -2%
LIM
1512
Lathrop Investment Management
Arkansas
$270K – – –
STCOSD
1513
Sageworth Trust Company of South Dakota
South Dakota
$270K – – –
IWMA
1514
Ironwood Wealth Management (Arizona)
Arizona
$268K +$500 +2 +0.2%
ASFA
1515
All Season Financial Advisors
Colorado
$268K -$12K -48 -4%
FG
1516
Fairman Group
Pennsylvania
$267K +$5K +20 +2%
PWA
1517
Prairie Wealth Advisors
Nebraska
$266K +$266K +1,066 New
WIP
1518
WealthCare Investment Partners
Rhode Island
$266K -$7.24K -29 -3%
TPWA
1519
Twin Peaks Wealth Advisors
California
$266K +$40.2K +161 +18%
CSWM
1520
Cassady Schiller Wealth Management
Ohio
$263K +$19.2K +77 +8%
TWP
1521
Tyche Wealth Partners
Texas
$263K -$131K -526 -33%
WPC
1522
Waters Parkerson & Co
Louisiana
$263K – – –
LT
1523
Legacy Trust
Michigan
$263K +$263K +1,052 New
BCA
1524
Ballentine Capital Advisors
South Carolina
$263K – – –
GAM
1525
Gotham Asset Management
New York
$261K +$261K +1,044 New
59 60
61
62 63