VO icon

Vanguard Mid-Cap ETF
VO

Overview Fund Activity

2,120 hedge funds and large institutions have $50B invested in Vanguard Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 873 increasing their positions, 646 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,120
Holders Change
+200
Holders Change %
+10.42%
% of All Funds
28.23%
Holding in Top 10
230
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+11.65%
% of All Funds
3.06%
New
296
Increased
873
Reduced
646
Closed
59
Calls
$14.3M
Puts
$3.91M
Net Calls
+$10.4M
Net Calls Change
+$19.7M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$4.61B
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$3.18B
3
Bank of America
Bank of America
North Carolina
$4.37B
4
CIA
Choate Investment Advisors
Massachusetts
$113M
5
Morgan Stanley
Morgan Stanley
New York
$2.03B

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$32M
2
MIS
Morningstar Investment Services
Illinois
$8.55M
3
CWM
Connecticut Wealth Management
Connecticut
$0
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$196M
5
Ameriprise
Ameriprise
Minnesota
$896M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$5.92B +$29.9M +113,067 +0.5%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$4.61B +$783M +2,965,961 +20%
Bank of America
3
Bank of America
North Carolina
$4.37B +$128M +484,602 +3%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$3.18B +$183M +693 +6%
Creative Planning
5
Creative Planning
Kansas
$2.14B -$24.7M -93,399 -1%
Morgan Stanley
6
Morgan Stanley
New York
$2.03B +$79.8M +302,028 +4%
Raymond James Financial
7
Raymond James Financial
Florida
$1.6B +$1.6B +6,061,609 New
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$1.53B +$51.8M +196,187 +4%
UBS Group
9
UBS Group
Switzerland
$1.47B +$17.9M +67,613 +1%
Ameriprise
10
Ameriprise
Minnesota
$896M -$28.9M -109,565 -3%
LPL Financial
11
LPL Financial
California
$802M +$38.6M +146,261 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$734M -$8.32M -31,489 -1%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$628M +$1.49M +5,645 +0.2%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$609M +$53.7M +203,167 +10%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$576M +$62.4M +236,111 +12%
TIAA Trust, National Association
16
TIAA Trust, National Association
North Carolina
$457M -$26.7M -101,009 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$407M +$15.3M +57,743 +4%
AF
18
Allworth Financial
California
$379M +$25.4M +91,860 +7%
Mariner
19
Mariner
Kansas
$370M +$14.4M +54,341 +4%
JFG
20
JMG Financial Group
Illinois
$344M +$6.09M +23,072 +2%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$340M +$9.95M +37,343 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$335M +$4.27M +16,150 +1%
BTCPP
23
Border to Coast Pensions Partnership
United Kingdom
$319M +$10.6M +40,242 +3%
FCI
24
Financial Counselors Inc
Kansas
$232M +$12M +45,485 +5%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$201M +$1.85M +7,019 +0.9%
1
2 3 4 5