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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 %
SQA
351
Simon Quick Advisors
New Jersey
$1.38M +$4.38K +18 +0.3%
PWLP
352
Prio Wealth Limited Partnership
Massachusetts
$1.38M – – –
PA
353
Prossimo Advisors
California
$1.38M +$63.8K +262 +5%
VNA
354
Valley National Advisers
Pennsylvania
$1.36M -$615K -2,525 -31%
NPFS
355
Novak & Powell Financial Services
Florida
$1.35M – – –
NFC
356
Northeast Financial Consultants
Connecticut
$1.34M +$243 +1 +0%
MMA
357
Miracle Mile Advisors
California
$1.33M -$19.5K -80 -1%
Kovitz Investment Group Partners
358
Kovitz Investment Group Partners
Illinois
$1.33M +$287K +1,179 +28%
GC
359
Grimes & Company
Massachusetts
$1.32M +$96.7K +397 +8%
GP
360
Geneva Partners
Wisconsin
$1.32M +$19.7K +81 +2%
PWM
361
Paulson Wealth Management
Illinois
$1.32M -$533K -2,191 -29%
GWM
362
Geneos Wealth Management
Colorado
$1.31M +$796K +3,268 +156%
NAS
363
Nicolet Advisory Services
Wisconsin
$1.3M -$39.7K -164 -3%
CAM
364
Cozad Asset Management
Illinois
$1.3M +$487 +2 +0%
BCM
365
Brookstone Capital Management
Illinois
$1.3M +$129K +531 +11%
PS
366
Principal Securities
Iowa
$1.29M +$178K +733 +16%
Pathstone Holdings
367
Pathstone Holdings
New Jersey
$1.29M -$159K -653 -11%
IIC
368
Integrated Investment Consultants
Michigan
$1.29M -$126K -519 -9%
KeyBank National Association
369
KeyBank National Association
Ohio
$1.27M +$63.8K +262 +5%
TPW
370
Transatlantique Private Wealth
New York
$1.26M -$1.76M -7,231 -58%
SIC
371
Sterling Investment Counsel
New York
$1.25M +$5.6K +23 +0.4%
MMPW
372
Mitchell McLeod Pugh & Williams
Alabama
$1.25M +$42.1K +173 +3%
IWM
373
IHT Wealth Management
Illinois
$1.25M +$86.9K +357 +7%
FM
374
Family Management
New York
$1.24M -$358K -1,469 -22%
TPA
375
Trivium Point Advisory
Connecticut
$1.24M +$151K +574 +14%
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15
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