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Vanguard Mid-Cap Growth ETF
VOT

Overview Fund Activity

898 hedge funds and large institutions have $8.98B invested in Vanguard Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 347 increasing their positions, 253 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+42
Holders Change %
+4.91%
% of All Funds
12.99%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.54%
New
80
Increased
347
Reduced
253
Closed
27
Calls
$6.5M
Puts
$1.29M
Net Calls
+$5.21M
Net Calls Change
+$2.59M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$671M
2
AA
2
Axiom Advisory
California
$722M
3
EWA
3
EP Wealth Advisors
California
$174M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$135M
5
AssetMark Inc
5
AssetMark Inc
California
$532M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$1.71M
2
OWM
2
Orgel Wealth Management
Wisconsin
$54.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$69.1M
4
WIA
4
World Investment Advisors
California
$1.61M
5
RIM
5
Redwood Investment Management
Arizona
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
276
Brighton Jones LLC
Washington
$2.15M -$645K -2,648 -23%
WRPWM
277
Werba Rubin Papier Wealth Management
California
$2.15M -$29.2K -120 -1%
CFAM
278
Center For Asset Management
Florida
$2.11M +$114K +468 +6%
GWMR
279
GC Wealth Management RIA
Massachusetts
$2.09M +$185K +758 +10%
IA
280
Insight Advisors
Pennsylvania
$2.09M +$9.98K +41 +0.5%
WTFG
281
Wells Trecaso Financial Group
Ohio
$2.07M -$6.33K -26 -0.3%
AWS
282
Atria Wealth Solutions
New York
$2.07M -$959K -3,939 -32%
OC
283
Oppenheimer & Co
New York
$2.07M -$3.39M -13,911 -62%
SWP
284
Stratos Wealth Partners
Ohio
$2.07M -$357K -1,466 -15%
ABWM
285
Alpine Bank Wealth Management
Colorado
$2M +$2M +8,230 New
Bank of New York Mellon
286
Bank of New York Mellon
New York
$1.99M -$238K -978 -11%
PMG
287
ProVise Management Group
Florida
$1.98M -$45.3K -186 -2%
CCA
288
Clearwater Capital Advisors
Illinois
$1.98M +$62.3K +256 +3%
SWM
289
Segment Wealth Management
Texas
$1.98M -$48.7K -200 -2%
BRWA
290
B. Riley Wealth Advisors
Florida
$1.96M -$258K -1,062 -12%
VWA
291
Visionary Wealth Advisors
Illinois
$1.95M +$16.6K +68 +0.9%
SEIA
292
Signature Estate & Investment Advisors
California
$1.95M -$58.4K -240 -3%
LBC
293
Lowe Brockenbrough & Co
Virginia
$1.93M – – –
WA
294
Wambolt & Associates
Colorado
$1.92M +$125K +516 +7%
SWA
295
Stratos Wealth Advisors
Ohio
$1.92M +$167K +687 +10%
VCP
296
Verus Capital Partners
Arizona
$1.91M -$1.07M -4,413 -36%
Wealthfront Advisers
297
Wealthfront Advisers
California
$1.91M +$41.4K +170 +2%
AP
298
Americana Partners
Texas
$1.89M – – –
CT
299
Colonial Trust
South Carolina
$1.86M – – –
TCMP
300
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.86M -$345K -1,416 -16%
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