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 %
PLU
151
Performa Ltd (US)
South Carolina
$23.8M +$361K +1,446 +2%
Northern Trust
152
Northern Trust
Illinois
$23.8M +$1.3M +5,200 +6%
PFA
153
Pure Financial Advisors
California
$23.8M +$163K +651 +0.7%
CCM
154
Condor Capital Management
New Jersey
$23.6M +$2.53M +10,127 +12%
WFM
155
Wolff Financial Management
Michigan
$23.2M -$95.9K -384 -0.4%
SFS
156
Searcy Financial Services
Kansas
$23.1M +$282K +1,130 +1%
William Blair & Company
157
William Blair & Company
Illinois
$23.1M +$750K +3,000 +3%
FSC
158
Full Sail Capital
Oklahoma
$23M -$26.7K -107 -0.1%
CFGS
159
Concourse Financial Group Securities
Alabama
$22.7M -$2.04M -8,181 -8%
MCM
160
MAI Capital Management
Ohio
$22.4M +$6.95M +27,817 +45%
SCM
161
SOL Capital Management
Maryland
$22.4M +$197K +790 +0.9%
Empower Advisory Group
162
Empower Advisory Group
Colorado
$22.3M -$857K -3,428 -4%
RRA
163
Round Rock Advisors
Connecticut
$22.2M -$518K -2,075 -2%
WIC
164
Woodmont Investment Counsel
Tennessee
$22M +$8.75K +35 +0%
WTC
165
WhitTier Trust Company
Nevada
$21.8M +$431K +1,726 +2%
PMG
166
ProVise Management Group
Florida
$21.7M -$2.2M -8,800 -9%
WB
167
WesBanco Bank
West Virginia
$21.6M +$1.04M +4,171 +5%
SB
168
Simmons Bank
Arkansas
$21.5M -$250 -1 -0%
Brown Advisory
169
Brown Advisory
Maryland
$21M -$1.3M -5,184 -6%
AFA
170
American Financial Advisors
Georgia
$20.8M +$117K +470 +0.6%
MFIM
171
Mesirow Financial Investment Management
Illinois
$20.7M +$527K +2,109 +3%
WCWM
172
Wooster Corthell Wealth Management
Connecticut
$20.7M -$475K -1,903 -2%
FI
173
FIDELIS iM
Oregon
$20.6M +$213K +853 +1%
AAS
174
Avantax Advisory Services
Texas
$20.6M -$5.04M -20,173 -20%
RJT
175
Raymond James Trust
Florida
$20.5M +$609K +2,436 +3%
5 6
7
8 9