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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 %
FA
376
FC Advisory
Pennsylvania
$1.23M +$3.41K +14 +0.3%
D
377
Dentgroup
Louisiana
$1.23M -$21.2K -87 -2%
CFD
378
Creative Financial Designs
Indiana
$1.22M +$51.1K +210 +4%
YIH
379
Y-Intercept (HK)
Hong Kong
$1.22M +$1.22M +5,006 New
BB
380
Busey Bank
Illinois
$1.21M – – –
WPC
381
Wedmont Private Capital
Pennsylvania
$1.21M -$6.8K -28 -0.6%
HCP
382
Hexagon Capital Partners
Arkansas
$1.21M -$32.9K -135 -3%
CFO
383
Collective Family Office
Pennsylvania
$1.21M -$146K -598 -11%
AWA
384
Arkadios Wealth Advisors
Georgia
$1.21M +$11.4K +47 +1%
EWM
385
Evergreen Wealth Management
Michigan
$1.19M -$141K -579 -11%
SCP
386
Stevens Capital Partners
Nebraska
$1.19M +$3.17K +13 +0.3%
1IA
387
1834 Investment Advisors
Wisconsin
$1.17M +$294K +1,209 +33%
PFP
388
Pinnacle Financial Partners
Tennessee
$1.17M +$62.6K +257 +6%
AIFAIM
389
American Institute for Advanced Investment Management
Arizona
$1.17M -$73K -300 -6%
VCA
390
Verdence Capital Advisors
Maryland
$1.16M +$108K +444 +10%
CPRC
391
Consolidated Portfolio Review Corp
New York
$1.16M -$31.4K -129 -3%
WFPG
392
Waller Financial Planning Group
Ohio
$1.15M – – –
BFG
393
Bleakley Financial Group
New Jersey
$1.15M -$479K -1,966 -29%
RFC
394
Regions Financial Corp
Alabama
$1.14M +$74.7K +307 +7%
BOH
395
Bank of Hawaii
Hawaii
$1.14M +$43.3K +178 +4%
TDWM
396
Topel & Distasi Wealth Management
California
$1.14M – – –
FFS
397
Founders Financial Securities
Maryland
$1.13M +$110K +450 +11%
RCWMU
398
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.13M – – –
FC
399
Fairscale Capital
New Hampshire
$1.13M -$47.5K -195 -4%
SAM
400
Smartleaf Asset Management
Massachusetts
$1.13M +$103K +425 +10%
14 15
16
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