VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

1,643 hedge funds and large institutions have $33.2B invested in Vanguard Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 769 increasing their positions, 528 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,643
Holders Change
-2
Holders Change %
-0.12%
% of All Funds
26.2%
Holding in Top 10
196
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.13%
New
87
Increased
769
Reduced
528
Closed
72
Calls
$15.3M
Puts
$2.71M
Net Calls
+$12.6M
Net Calls Change
-$6.66M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$154M
2
FCAS
First Command Advisory Services
Texas
$90.8M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$122M
4
PFO
Pathstone Family Office
New Jersey
$123M
5
CA
Clearstead Advisors
Ohio
$105M

Top Sellers

1
MRC
Millburn Ridgefield Corp
New York
$82.6M
2
CCA
Catalyst Capital Advisors
New York
$82.6M
3
Wells Fargo
Wells Fargo
California
$4.89B
4
ETC
Exchange Traded Concepts
Oklahoma
$0
5
ACM
Alpha Capital Management
Texas
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$4.89B -$62.4M -299,507 -1%
Bank of America
2
Bank of America
North Carolina
$3.1B +$47.4M +227,841 +2%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.05B +$28.1M +134,869 +1%
Creative Planning
4
Creative Planning
Kansas
$1.72B +$6.41M +30,777 +0.4%
Morgan Stanley
5
Morgan Stanley
New York
$1.39B +$27.6M +132,306 +2%
UBS Group
6
UBS Group
Switzerland
$1.23B +$22.1M +106,353 +2%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$1.01B +$41.3M +198,319 +4%
RJA
8
Raymond James & Associates
Florida
$770M +$14.9M +71,384 +2%
Ameriprise
9
Ameriprise
Minnesota
$732M +$37.4M +179,483 +5%
LPL Financial
10
LPL Financial
California
$585M +$30.2M +144,913 +5%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$535M -$4.63M -22,251 -0.9%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$513M +$52.5M +252,165 +11%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$501M +$8.82M +42,342 +2%
TIAA Trust, National Association
14
TIAA Trust, National Association
North Carolina
$449M +$449M +2,156,580 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$440M +$31.1M +149,370 +8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$433M +$8.96M +43,047 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$295M +$4.66M +22,391 +2%
JFG
18
JMG Financial Group
Illinois
$246M -$954K -4,583 -0.4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$244M +$5.43M +26,092 +2%
BTCPP
20
Border to Coast Pensions Partnership
United Kingdom
$237M – – –
AF
21
Allworth Financial
California
$233M +$9.66M +46,375 +4%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$231M +$15.8M +75,744 +7%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$222M -$429K -2,061 -0.2%
Mariner
24
Mariner
Kansas
$201M +$24.5M +117,813 +14%
BPA
25
Beacon Pointe Advisors
California
$183M +$44.9M +215,432 +32%
1
2 3 4 5