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Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
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Stock index based on fund manager consensus updated each quarter
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Vanguard Morningstar Mid-Cap ETF
VO
Market cap
$107B
Overview
Fund Trends
Fund Holders
80.89
USD
+0.81
1.01%
At close
Updated
Oct 15, 4:00 PM EDT
Pre-market
After hours
80.00
-0.89
1.1%
1D
5D
1M
3M
6M
YTD
1Y
5Y
10Y
1 day
1.01%
5 days
0.19%
1 month
1.05%
3 months
0.55%
6 months
7.17%
Year to date
10.57%
1 year
10.64%
5 years
30.72%
10 years
157.86%
2026 Q2
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
2017 Q3
2017 Q2
2017 Q1
2016 Q4
2016 Q3
2016 Q2
2016 Q1
2015 Q4
2015 Q3
2015 Q2
2015 Q1
2014 Q4
2014 Q3
2014 Q2
2014 Q1
2013 Q4
2013 Q3
2013 Q2
Trade Type
New
Increased
Maintained
Reduced
Closed
Fund AUM
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Portfolio Turnover
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
Clear
#
Name
Holding
Trade Value
Shares
Change
Change in
Stake
751
BWM
751
BCGM Wealth Management
Lafayette,
Indiana
$3.64M
-$134K
-1,800
-3%
752
SWM
752
SeaCrest Wealth Management
Purchase,
New York
$3.63M
+$308K
+4,152
+9%
753
RI
753
Ridgewood Investments
Springfield,
New Jersey
$3.61M
+$3.74M
+50,332
New
754
GAM
754
Grandview Asset Management
Harrisburg,
Pennsylvania
$3.59M
-$395K
-5,312
-10%
755
755
IEQ Capital
Foster City,
California
$3.59M
+$215K
+2,896
+6%
756
756
Stock Yards Bank & Trust
Louisville,
Kentucky
$3.58M
-$36.9K
-496
-1%
757
SA
757
Sovran Advisors
San Diego,
California
$3.56M
+$10.7M
+143,712
+354%
758
BI
758
Beckerman Institutional
Ocean Grove,
New Jersey
$3.55M
+$132K
+1,780
+4%
759
MWM
759
Maltin Wealth Management
Ridgewood,
New Jersey
$3.54M
+$198K
+2,668
+6%
760
760
UMB Bank
Kansas City,
Missouri
$3.54M
+$308K
+4,144
+9%
761
761
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
$3.54M
-$380K
-5,120
-9%
762
RIS
762
Richmond Investment Services
Mequon,
Wisconsin
$3.54M
+$2.04M
+27,412
+125%
763
MCCP
763
Mission Creek Capital Partners
San Francisco,
California
$3.54M
+$295K
+3,968
+9%
764
CCA
764
Carrera Capital Advisors
Troy,
Michigan
$3.54M
+$13.1K
+176
+0.4%
765
CST
765
Charles Schwab Trust
Henderson,
Nevada
$3.53M
-$297K
-4,000
-8%
766
766
Independent Financial Group
San Diego,
California
$3.52M
+$524K
+7,052
+17%
767
767
Fifth Third Wealth Advisors
Cincinnati,
Ohio
$3.51M
+$204K
+2,744
+6%
768
SAM
768
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
$3.5M
-$4.98M
-67,020
-58%
769
769
Meridian Wealth Management
Lexington,
Kentucky
$3.49M
+$250K
+3,364
+7%
770
BWM
770
Boyd Wealth Management
Sacramento,
California
$3.46M
-$30.3K
-408
-0.8%
771
FPH
771
Financial Planning Hawaii
Honolulu,
Hawaii
$3.46M
+$92.1K
+1,240
+3%
772
CSB
772
City State Bank
Norwalk,
Iowa
$3.46M
+$158K
+2,132
+5%
773
BHWM
773
Bar Harbor Wealth Management
Concord,
New Hampshire
$3.43M
-$3.86K
-52
-0.1%
774
VBFP
774
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
$3.43M
+$150K
+2,024
+4%
775
MW
775
Members Wealth
Media,
Pennsylvania
$3.43M
+$10.6M
+142,196
+388%
1
29
30
31
32
33
100
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
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