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 %
MWP
1526
Madison Wealth Partners
Wisconsin
$261K +$30.2K +121 +13%
CCWM
1527
Correct Capital Wealth Management
Missouri
$260K – – –
PWA
1528
Physician Wealth Advisors
Utah
$260K +$472 +2 +0.2%
WTA
1529
Washington Trust Advisors
Massachusetts
$259K – – –
AC
1530
Anson Capital
Georgia
$258K -$42.1K -170 -14%
DP
1531
Dearborn Partners
Illinois
$257K -$14.5K -58 -5%
NW
1532
Naviter Wealth
Arkansas
$257K -$53K -212 -17%
IF
1533
Intrua Financial
Texas
$257K -$29.2K -117 -10%
MCM
1534
Mendel Capital Management
Arkansas
$256K – – –
SPWG
1535
Syntegra Private Wealth Group
Missouri
$256K +$256K +1,024 New
GSB
1536
Greenfield Savings Bank
Massachusetts
$256K – – –
PBO
1537
Peoples Bank (Ohio)
Ohio
$256K +$1.75K +7 +0.7%
ZIM
1538
Zacks Investment Management
Illinois
$255K -$500 -2 -0.2%
EW
1539
Enzi Wealth
Texas
$255K +$43.2K +182 +20%
PPW
1540
Presilium Private Wealth
Pennsylvania
$254K +$999 +4 +0.4%
FA
1541
FC Advisory
Pennsylvania
$253K -$21.2K -85 -8%
WIM
1542
Westside Investment Management
California
$252K +$12.5K +50 +5%
APW
1543
Acima Private Wealth
Virginia
$252K -$5.25K -21 -2%
SM
1544
Sensible Money
Arizona
$251K – – –
TWM
1545
Tolleson Wealth Management
Texas
$251K -$21.8K -87 -8%
MCC
1546
Money Concepts Capital
Florida
$251K +$14.7K +59 +6%
SAM
1547
Summit Asset Management
Tennessee
$250K -$68.7K -275 -22%
NPFS
1548
Novak & Powell Financial Services
Florida
$250K +$4.06K +39 +2%
CWM
1549
Cedar Wealth Management
California
$250K +$2.5K +10 +1%
KCM
1550
Kanawha Capital Management
Virginia
$250K +$250K +1,001 New
60 61
62
63 64