VO
Vanguard Mid-Cap ETF
1W: -0.1%
1M: +1.1%
3M: -74.6%
YTD: -73.5%
1Y: -71.5%
3Y: -60.4%
5Y: -63.9%
$78.08
+0.67 (+0.87%)
Weekly Expected Move ±1.6%
$74
$75
$77
$78
$79
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VO
2,496
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
53B
Total Invested
136
New Positions
1055
Increased
947
Reduced
243
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2654 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 26,968,673 | 2.1B | +763,756 | +2.9% | 12Q | SEC ↗ |
| 2 | JONES FINANCIAL COMPANIES LLLP | 26,272,163 | 2.1B | +4,782,958 | +22.3% | 13Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 18,131,075 | 1.4B | +1,040 | +0.0% | 13Q | SEC ↗ |
| 4 | UBS Group AG | 13,399,066 | 1.0B | +7,830,657 | +140.6% | 13Q | SEC ↗ |
| 5 | MONETA GROUP INVESTMENT ADVISORS LLC | 9,946,833 | $777M | +7,589,428 | +321.9% | 13Q | SEC ↗ |
| 6 | MORGAN STANLEY | 8,494,623 | $663M | +264,421 | +3.2% | 12Q | SEC ↗ |
| 7 | Creative Planning | 8,310,889 | $649M | -104,469 | -1.2% | 13Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 7,515,492 | $587M | +371,709 | +5.2% | 6Q | SEC ↗ |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 6,309,032 | $493M | +96,352 | +1.6% | 13Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 5,894,423 | $460M | +3,279,928 | +125.5% | 13Q | SEC ↗ |
| 11 | US BANCORP \DE | 5,414,562 | $423M | +370,518 | +7.3% | 13Q | SEC ↗ |
| 12 | Valpey Financial Services, LLC | 4,438,278 | $347M | +4,423,325 | +29581.5% | 3Q | SEC ↗ |
| 13 | NATIXIS ADVISORS, LLC | 4,033,067 | $315M | +672,264 | +20.0% | 13Q | SEC ↗ |
| 14 | LPL Financial LLC | 3,577,437 | $279M | +295,193 | +9.0% | 13Q | SEC ↗ |
| 15 | AMERIPRISE FINANCIAL INC | 3,217,572 | $251M | -190,932 | -5.6% | 13Q | SEC ↗ |
| 16 | CIBC Bancorp USA Inc. NEW | 2,459,597 | $192M | — | +0.0% | 1Q | SEC ↗ |
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | 2,358,867 | $184M | +54,228 | +2.4% | 13Q | SEC ↗ |
| 18 | CIBC Private Wealth Group LLC | 2,185,156 | $171M | +335,091 | +18.1% | 12Q | SEC ↗ |
| 19 | Mariner, LLC | 2,133,931 | $167M | +127,325 | +6.3% | 13Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 2,120,982 | $166M | -16,700 | -0.8% | 13Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 1,682,612 | $131M | +48,862 | +3.0% | 13Q | SEC ↗ |
| 22 | UBS AM, a distinct business unit of UB | 1,664,360 | $130M | +1,164,240 | +232.8% | 2Q | SEC ↗ |
| 23 | Chicago Partners Investment Group LLC | 1,616,123 | $126M | +1,229,641 | +318.2% | 13Q | SEC ↗ |
| 24 | Allworth Financial LP | 1,532,524 | $120M | +11,688 | +0.8% | 13Q | SEC ↗ |
| 25 | JMG Financial Group, Ltd. | 1,396,617 | $109M | +45,832 | +3.4% | 13Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 1,384,756 | $108M | +105,621 | +8.3% | 13Q | SEC ↗ |
| 27 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S NEW | 1,374,859 | $107M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Cerity Partners LLC | 1,332,009 | $104M | +214,896 | +19.2% | 13Q | SEC ↗ |
| 29 | CITIGROUP INC | 1,255,055 | $98M | +1,221,018 | +3587.3% | 12Q | SEC ↗ |
| 30 | Nicholas Hoffman & Company, LLC. | 1,185,900 | $93M | +9,467 | +0.8% | 13Q | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 1,132,281 | $88M | +119,257 | +11.8% | 13Q | SEC ↗ |
| 32 | HighTower Advisors, LLC | 1,086,203 | $85M | +24,562 | +2.3% | 13Q | SEC ↗ |
| 33 | REGIONS FINANCIAL CORP | 1,055,840 | $82M | +110,359 | +11.7% | 13Q | SEC ↗ |
| 34 | Midwest Trust Co | 1,027,699 | $80M | +21,894 | +2.2% | 4Q | SEC ↗ |
| 35 | Capital Asset Advisory Services LLC | 1,021,155 | $80M | +763,453 | +296.3% | 13Q | SEC ↗ |
| 36 | Border to Coast Pensions Partnership L | 1,018,187 | $80M | -124,895 | -10.9% | 7Q | SEC ↗ |
| 37 | COMMONWEALTH EQUITY SERVICES, LLC | 1,005,627 | $79M | -37,922 | -3.6% | 13Q | SEC ↗ |
| 38 | GOLDMAN SACHS GROUP INC | 901,190 | $70M | -742,573 | -45.2% | 13Q | SEC ↗ |
| 39 | BANK OF MONTREAL /CAN | 879,890 | $69M | -61,924 | -6.6% | 13Q | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 798,721 | $62M | -676,258 | -45.8% | 13Q | SEC ↗ |
| 41 | Beacon Pointe Advisors, LLC | 742,197 | $58M | +188,019 | +33.9% | 13Q | SEC ↗ |
| 42 | OSAIC HOLDINGS, INC. | 732,859 | $57M | -7,533 | -1.0% | 13Q | SEC ↗ |
| 43 | STIFEL FINANCIAL CORP | 725,600 | $57M | +14,097 | +2.0% | 13Q | SEC ↗ |
| 44 | Clearstead Advisors, LLC | 709,749 | $55M | +8,128 | +1.2% | 13Q | SEC ↗ |
| 45 | Baird Financial Group, Inc. | 626,685 | $49M | +73,880 | +13.4% | 13Q | SEC ↗ |
| 46 | FIFTH THIRD BANCORP | 619,350 | $48M | +196,245 | +46.4% | 13Q | SEC ↗ |
| 47 | Wealthspire Advisors, LLC | 618,508 | $48M | +16,421 | +2.7% | 13Q | SEC ↗ |
| 48 | SigFig Wealth Management, LLC | 615,408 | $48M | +62,950 | +11.4% | 13Q | SEC ↗ |
| 49 | Pathstone Holdings, LLC | 597,960 | $47M | +3,853 | +0.6% | 10Q | SEC ↗ |
| 50 | First Command Advisory Services, Inc. | 561,597 | $44M | -5,618 | -1.0% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CIBC Bancorp USA Inc. | 2,459,597 | $192M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 1,374,859 | $107M |
| GLENMEDE TRUST CO NA | 141,538 | $11M |
| TRB Wealth Management, LLC | 106,033 | $8M |
| Jefferies Financial Group Inc. | 70,000 | $5M |
| SOUTHERN MICHIGAN BANK & TRUST | 64,157 | $5M |
| Vanguard National Trust Co | 38,970 | $3M |
| Cedar Point Capital Partners, LLC | 36,697 | $3M |
| CANANDAIGUA NATIONAL CORP | 34,364 | $3M |
| TrueWealth Financial Partners | 33,597 | $3M |
| Select Equity Group, L.P. | 29,726 | $2M |
| M Holdings Securities, Inc. | 23,313 | $2M |
| VANGUARD ADVISERS INC | 20,817 | $2M |
| Calamos Advisors LLC | 20,466 | $2M |
| TOWER BRIDGE ADVISORS | 18,929 | $1M |
| Legacy Edge Advisors, LLC | 18,452 | $1M |
| Shorepoint Capital Partners LLC | 16,773 | $1M |
| Kraft, Davis & Associates, LLC | 16,023 | $1M |
| LexAurum Advisors, LLC | 15,015 | $1M |
| RW Investment Management LLC | 14,181 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | 558,690 | $44M |
| Kingstone Capital Partners Texas, L | 106,536 | $8M |
| NEPC LLC | 89,095 | $7M |
| J.W. COLE ADVISORS, INC. | 53,032 | $4M |
| Veltria Advisors Corp. | 47,373 | $4M |
| Compass Wealth Management LLC | 42,820 | $3M |
| Axiom Financial Strategies, LLC | 39,206 | $3M |
| Henson-Edgewater Management, LLC | 36,770 | $3M |
| ABOUND FINANCIAL, LLC | 36,412 | $3M |
| GFS Advisors, LLC | 32,945 | $3M |
| BRIGHTON JONES LLC | 24,129 | $2M |
| Kaydan Wealth Management, Inc. | 23,130 | $2M |
| Algorithmic Investment Models, LLC | 19,338 | $2M |
| FLOW TRADERS U.S. LLC | 14,178 | $1M |
| Northwest Capital Management Inc | 13,243 | $1M |
| CITADEL ADVISORS LLC | 12,564 | $981K |
| Strengthening Families & Communitie | 11,469 | $895K |
| Arete Wealth Advisors, LLC | 11,181 | $873K |
| SEGALL BRYANT & HAMILL, LLC | 10,509 | $821K |
| POLEN CAPITAL MANAGEMENT LLC | 8,690 | $679K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +7,830,657 | +140.6% | 13,399,066 |
| MONETA GROUP INVESTMENT ADVISORS LL | +7,589,428 | +321.9% | 9,946,833 |
| JONES FINANCIAL COMPANIES LLLP | +4,782,958 | +22.3% | 26,272,163 |
| Valpey Financial Services, LLC | +4,423,325 | +29581.5% | 4,438,278 |
| ENVESTNET ASSET MANAGEMENT INC | +3,279,928 | +125.5% | 5,894,423 |
| Chicago Partners Investment Group L | +1,229,641 | +318.2% | 1,616,123 |
| CITIGROUP INC | +1,221,018 | +3587.3% | 1,255,055 |
| UBS AM, a distinct business unit of | +1,164,240 | +232.8% | 1,664,360 |
| WELLS FARGO & COMPANY/MN | +763,756 | +2.9% | 26,968,673 |
| Capital Asset Advisory Services LLC | +763,453 | +296.3% | 1,021,155 |
| NATIXIS ADVISORS, LLC | +672,264 | +20.0% | 4,033,067 |
| RAYMOND JAMES FINANCIAL INC | +371,709 | +5.2% | 7,515,492 |
| US BANCORP \DE | +370,518 | +7.3% | 5,414,562 |
| CIBC Private Wealth Group LLC | +335,091 | +18.1% | 2,185,156 |
| LPL Financial LLC | +295,193 | +9.0% | 3,577,437 |
| MORGAN STANLEY | +264,421 | +3.2% | 8,494,623 |
| Cerity Partners LLC | +214,896 | +19.2% | 1,332,009 |
| FIFTH THIRD BANCORP | +196,245 | +46.4% | 619,350 |
| Beacon Pointe Advisors, LLC | +188,019 | +33.9% | 742,197 |
| FOUNDERS FINANCIAL SECURITIES LLC | +147,041 | +105.5% | 286,352 |