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Vanguard Mid-Cap Growth ETF
VOT

Overview Fund Activity

744 hedge funds and large institutions have $5.54B invested in Vanguard Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 233 increasing their positions, 274 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
+18
Holders Change %
+2.48%
% of All Funds
11.91%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.64%
New
78
Increased
233
Reduced
274
Closed
39
Calls
$3.45M
Puts
$6.52M
Net Calls
-$3.07M
Net Calls Change
+$13.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$67.2M
2
MGIA
Moneta Group Investment Advisors
Missouri
+$12M
3
WIA
World Investment Advisors
California
+$11.8M
4
ML
McAdam LLC
Pennsylvania
+$9.45M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.78M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$99.1M
2
AWMS
Advocacy Wealth Management Services
Georgia
-$15M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$8M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.37M
5
Morgan Stanley
Morgan Stanley
New York
-$6.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
301
Kestra Private Wealth Services
Texas
$1.21M +$169K +868 +16%
QPWM
302
Quadrant Private Wealth Management
Pennsylvania
$1.21M – – –
KeyBank National Association
303
KeyBank National Association
Ohio
$1.19M -$5.46K -28 -0.5%
B
304
Bridgeworth
Alabama
$1.19M +$6.04K +31 +0.5%
KF
305
Krilogy Financial
Missouri
$1.18M +$874K +4,483 +285%
SAF
306
Smith Anglin Financial
Texas
$1.18M +$195 +1 +0%
WI
307
Wintrust Investments
Illinois
$1.16M -$40.5K -208 -3%
RJT
308
Raymond James Trust
Florida
$1.15M +$36.8K +189 +3%
PWLP
309
Prio Wealth Limited Partnership
Massachusetts
$1.14M – – –
FOFP
310
Fee-Only Financial Planning
South Carolina
$1.14M -$171K -875 -13%
SWP
311
Stratos Wealth Partners
Ohio
$1.12M -$432K -2,214 -28%
IIC
312
Integrated Investment Consultants
Michigan
$1.11M – – –
BIM
313
Baldwin Investment Management
Pennsylvania
$1.1M – – –
SCP
314
Stevens Capital Partners
Nebraska
$1.1M -$27.5K -141 -2%
JFA
315
JNBA Financial Advisors
Minnesota
$1.09M -$30.8K -158 -3%
FWP
316
Falcon Wealth Planning
California
$1.09M -$37.4K -192 -3%
PFP
317
Pinnacle Financial Partners
Tennessee
$1.07M +$242K +1,240 +29%
MOS
318
MGO One Seven
Ohio
$1.06M +$5.07K +26 +0.5%
WI
319
WrapManager Inc
California
$1.06M +$89.6K +460 +9%
IWM
320
IHT Wealth Management
Illinois
$1.06M -$6.43K -33 -0.6%
SC
321
Steph & Co
Wisconsin
$1.04M -$50.1K -257 -5%
BCIM
322
Bishop & Co Investment Management
Pennsylvania
$1.04M -$19.1K -98 -2%
V
323
Veritable
Delaware
$1.04M – – –
NSG
324
Nalls Sherbakoff Group
Tennessee
$1.03M +$1.03M +5,393 New
WPC
325
Wedmont Private Capital
Pennsylvania
$1.02M +$957 +5 +0.1%
11 12
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