VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,645 hedge funds and large institutions have $34.5B invested in Vanguard Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 710 increasing their positions, 553 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,645
Holders Change
+34
Holders Change %
+2.11%
% of All Funds
25.94%
Holding in Top 10
196
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.09%
New
116
Increased
710
Reduced
553
Closed
66
Calls
$31M
Puts
$11.7M
Net Calls
+$19.3M
Net Calls Change
+$17.4M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$820M
2
AF
Allworth Financial
California
+$94M
3
LPL Financial
LPL Financial
California
+$72.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$53M
5
Morgan Stanley
Morgan Stanley
New York
+$50M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.3B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$67.5M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$40.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$34.9M
5
PRS
Pinkerton Retirement Specialists
Idaho
-$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
1576
Column Capital Advisors
Indiana
$26.6K – – –
RMC
1577
Resources Management Corp
Connecticut
$26K -$8.29K -37 -24%
CMP
1578
Coston McIsaac & Partners
Maine
$26K – – –
CB
1579
CNB Bank
Pennsylvania
$26K – – –
NCM
1580
Northwest Capital Management
Oregon
$25.1K +$25.1K +114 New
SIS
1581
Sound Income Strategies
Florida
$24.4K +$21.8K +99 +825%
FFA
1582
Fairfield Financial Advisors
Massachusetts
$24K – – –
CCM
1583
Copeland Capital Management
Pennsylvania
$23.6K -$1.54K -7 -6%
PGAM
1584
Princeton Global Asset Management
New Jersey
$23.1K – – –
FAM
1585
Family Asset Management
South Carolina
$22.5K +$22.5K +102 New
AIA
1586
Armor Investment Advisors
North Carolina
$22K – – –
HWM
1587
HighMark Wealth Management
Minnesota
$22K +$22K +100 New
EK
1588
Evensky & Katz
Florida
$22K – – –
AAG
1589
Armstrong Advisory Group
Massachusetts
$21.1K – – –
KM
1590
Kalos Management
Georgia
$20.7K – – –
AWM
1591
AllSquare Wealth Management
New York
$20.5K – – –
AP
1592
Atwood & Palmer
Missouri
$18.7K – – –
FCA
1593
FinTrust Capital Advisors
South Carolina
$18.3K – – –
DAC
1594
Dividend Assets Capital
South Carolina
$18K – – –
OHWP
1595
Oak Harbor Wealth Partners
North Carolina
$17.8K – – –
MAWA
1596
Moss Adams Wealth Advisors
Washington
$17.6K -$1.54K -7 -8%
TC
1597
Truvestments Capital
Florida
$17K – – –
GWSA
1598
Global Wealth Strategies & Associates
Colorado
$17K +$440 +2 +3%
Russell Investments Group
1599
Russell Investments Group
United Kingdom
$17K +$17K +77 New
SFC
1600
SYM Financial Corp
Indiana
$15.4K – – –
62 63
64
65 66