VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,820 hedge funds and large institutions have $39.7B invested in Vanguard Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 268 funds opening new positions, 753 increasing their positions, 581 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,820
Holders Change
+177
Holders Change %
+10.77%
% of All Funds
26.68%
Holding in Top 10
216
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+10.2%
% of All Funds
3.17%
New
268
Increased
753
Reduced
581
Closed
63
Calls
$27.8M
Puts
$6.84M
Net Calls
+$21M
Net Calls Change
+$8.35M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.72B
2
MIS
Morningstar Investment Services
Illinois
+$139M
3
Cerity Partners
Cerity Partners
New York
+$105M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$71.1M
5
OAM
Oppenheimer Asset Management
New York
+$62.4M

Top Sellers

1
BPA
Beacon Pointe Advisors
California
-$68.4M
2
CA
Clearstead Advisors
Ohio
-$54.6M
3
Bank of America
Bank of America
North Carolina
-$35.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$32.7M
5
FSWA
Financial Synergies Wealth Advisors
Texas
-$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
1526
Sensible Money
Arizona
$234K -$5.58K -24 -2%
SC
1527
Searle & Co
Connecticut
$233K – – –
EFG
1528
Embree Financial Group
Illinois
$232K +$232K +996 New
RFA
1529
ROI Financial Advisors
Oregon
$231K +$231K +994 New
AC
1530
Applied Capital
Arkansas
$231K +$231K +992 New
CWM
1531
Cedar Wealth Management
California
$231K -$79.1K -340 -26%
WFA
1532
Wellspring Financial Advisors
Ohio
$231K +$231K +991 New
RIL
1533
Rothschild Investment LLC
Illinois
$229K -$220K -946 -49%
EFN
1534
Equita Financial Network
Pennsylvania
$229K +$229K +984 New
GSWM
1535
Greenup Street Wealth Management
Michigan
$229K +$229K +983 New
KCPG
1536
Kavar Capital Partners Group
Kansas
$228K -$119K -510 -34%
CSWM
1537
Cassady Schiller Wealth Management
Ohio
$227K +$9.08K +39 +4%
TPW
1538
Transatlantique Private Wealth
New York
$227K -$24.7K -106 -10%
JCM
1539
Janney Capital Management
Pennsylvania
$227K +$2.79K +12 +1%
LCM
1540
Lazari Capital Management
California
$227K +$465 +2 +0.2%
SFP
1541
Strategic Financial Planning
Texas
$227K – – –
FTIS
1542
First Trust Investment Solutions
Florida
$227K +$227K +975 New
BC
1543
Bakala Capital
South Carolina
$226K +$226K +972 New
HA
1544
HFG Advisors
Ohio
$226K +$226K +971 New
FWP
1545
FAS Wealth Partners
Kansas
$225K -$14.7K -63 -6%
VF
1546
VitalStone Financial
Texas
$224K – – –
JIP
1547
Jaffetilchin Investment Partners
Florida
$224K -$233 -1 -0.1%
CT
1548
Columbia Trust
Oregon
$224K -$23.3K -100 -9%
WIM
1549
Westside Investment Management
California
$223K +$5.35K +23 +2%
AWAG
1550
ARS Wealth Advisors Group
Florida
$223K -$254K -1,093 -53%
60 61
62
63 64