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 %
GPFA
1801
Game Plan Financial Advisors
Ohio
$5.16K +$5.16K +22 New
EL
1802
EMFO LLC
Florida
$5.12K – – –
UOTTAIMCU
1803
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.12K +$5.12K +22 New
MCM
1804
MV Capital Management
Maryland
$4.19K – – –
RCM
1805
Raleigh Capital Management
North Carolina
$3.26K -$116K -498 -97%
APC
1806
Aspire Private Capital
North Carolina
$3.02K – – –
AI
1807
Arvest Investments
Arkansas
$2.79K +$2.79K +12 New
AIA
1808
Arcadia Investment Advisors
Idaho
$2.56K – – –
WBC
1809
West Branch Capital
Massachusetts
$2.33K – – –
MWM
1810
MGB Wealth Management
Texas
$2.33K +$2.33K +10 New
EBA
1811
Eagle Bay Advisors
New York
$2.09K -$72.8K -313 -97%
VCM
1812
Viewpoint Capital Management
Washington
$2.09K – – –
AA
1813
AlphaMark Advisors
Kentucky
$2K -$600 -3 -23%
AWM
1814
Able Wealth Management
New Jersey
$1.48K +$1.48K +6 New
FWA
1815
FSC Wealth Advisors
New York
$1.4K – – –
GWM
1816
Grand Wealth Management
Michigan
$1.2K -$959 -4 -44%
YAL
1817
Your Advocates Ltd
Texas
$1.16K -$9.3K -40 -89%
NA
1818
Nordwand Advisors
Pennsylvania
$1.16K – – –
RF
1819
Robbins Farley
New Hampshire
$931 +$931 +4 New
LWA
1820
Lowe Wealth Advisors
Maryland
$465 – – –
CWA
1821
Carolina Wealth Advisors
South Carolina
$465 – – –
SFA
1822
Semmax Financial Advisors
North Carolina
$465 +$465 +2 New
SVCP
1823
Silicon Valley Capital Partners
California
$218 – – –
EW
1824
Evoke Wealth
California
– -$5.97M -28,673 Closed
EC
1825
Estate Counselors
Wisconsin
– -$3.75M -18,025 Closed
71 72
73
74 75