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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 %
EFP
326
Envision Financial Planning
Tennessee
$1.64M -$2.68K -11 -0.2%
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$1.62M +$695K +2,762 +75%
MCM
328
Mainstream Capital Management
California
$1.61M +$1.61M +6,624 New
WIA
329
World Investment Advisors
California
$1.61M -$15.2M -62,371 -90%
WTA
330
Washington Trust Advisors
Massachusetts
$1.59M +$76.9K +316 +5%
SHGA
331
Sand Hill Global Advisors
California
$1.57M +$243 +1 +0%
CHC
332
City Holding Co
West Virginia
$1.56M -$39.9K -164 -2%
TC
333
TownSquare Capital
Utah
$1.54M +$532K +2,185 +53%
MW
334
Marcum Wealth
Ohio
$1.53M – – –
CSPAM
335
Cary Street Partners Asset Management
Virginia
$1.52M +$77.7K +319 +5%
QPWM
336
Quadrant Private Wealth Management
Pennsylvania
$1.52M – – –
HI
337
Harbour Investments
Wisconsin
$1.51M -$12.7K -52 -0.8%
EWA
338
EverSource Wealth Advisors
Alabama
$1.49M -$4.38K -18 -0.3%
SEP
339
Southland Equity Partners
Missouri
$1.49M +$1.49M +6,124 New
Envestnet Portfolio Solutions
340
Envestnet Portfolio Solutions
Illinois
$1.48M -$807K -3,314 -35%
BCI
341
Brinker Capital Investments
Pennsylvania
$1.48M +$411K +1,688 +38%
OPS
342
Orion Portfolio Solutions
Nebraska
$1.48M +$411K +1,688 +38%
CFO
343
Custos Family Office
Texas
$1.46M +$4.87K +20 +0.3%
DWP
344
Daymark Wealth Partners
Ohio
$1.45M -$96.9K -398 -6%
SPC
345
Sigma Planning Corp
Michigan
$1.43M +$21.9K +90 +2%
MC
346
Mathes Company
New York
$1.42M – – –
CTA
347
Colonial Trust Advisors
South Carolina
$1.41M – – –
TFA
348
TPG Financial Advisors
Oregon
$1.39M +$52.3K +215 +4%
BIM
349
Baldwin Investment Management
Pennsylvania
$1.38M – – –
SAF
350
Smith Anglin Financial
Texas
$1.38M +$8.03K +33 +0.6%
12 13
14
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