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Vanguard Mid-Cap Growth ETF
VOT

Overview Fund Activity

418 hedge funds and large institutions have $3.01B invested in Vanguard Mid-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 136 increasing their positions, 141 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+13
Holders Change %
+3.21%
% of All Funds
9.09%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.46%
New
38
Increased
136
Reduced
141
Closed
20
Calls
$508K
Puts
$75K
Net Calls
+$433K
Net Calls Change
-$3.27M

Top Buyers

1
HCM
1
Howard Capital Management
Georgia
$29.7M
2
CWM
2
Connecticut Wealth Management
Connecticut
$14.2M
3
Creative Planning
3
Creative Planning
Kansas
$10.8M
4
MIS
4
Morningstar Investment Services
Illinois
$36.6M
5
TF
5
TIAA FSB
Florida
$115M

Top Sellers

1
QAM
1
Q3 Asset Management
Michigan
$3.87M
2
JPLA
2
Joseph P. Lucia & Associates
New York
$1.71M
3
LPL Financial
3
LPL Financial
California
$64.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$5.14M
5
PCG
5
Private Capital Group
Connecticut
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
401
Larson Financial Group
Missouri
$8K +$3.93K +28 +97%
GWMIA
402
Global Wealth Management Investment Advisory
Florida
$8K +$8K +53 New
PCFFS
403
Pacific Center for Financial Services
California
$7K – – –
RFA
404
Reilly Financial Advisors
California
$6K – – –
MCM
405
McMillion Capital Management
North Carolina
$6K +$6K +38 New
UB
406
UMB Bank
Missouri
$5.19K -$48 -319 -0.9%
TCM
407
Tradewinds Capital Management
Washington
$5K – – –
AIC
408
Archer Investment Corporation
Indiana
$4K +$4K +28 New
AIS
409
Accurate Investment Solutions
Pennsylvania
$3K +$3K +19 New
MWM
410
Meridian Wealth Management
Kentucky
$1.39K +$1.39K +931 New
LHC
411
Little House Capital
Massachusetts
$1.05K -$177 -1,162 -14%
Simplex Trading
412
Simplex Trading
Illinois
$1K -$3.4K -34 -77%
EI
413
Ellevest Inc
New York
$1K – – –
BWL
414
Bogart Wealth LLC
Virginia
$1K – – –
GI
415
Gradient Investments
Minnesota
$1K +$1K +5 New
RIA
416
Realta Investment Advisors
Delaware
$1K +$1K +5 New
APC
417
Aspire Private Capital
North Carolina
$1K +$1K +5 New
TWA
418
TCI Wealth Advisors
Arizona
$1K +$1K +5 New
MD
419
Money Design
Japan
– -$2.41M -16,873 Closed
Koshinski Asset Management
420
Koshinski Asset Management
Illinois
– -$620 -4,342 Closed
PAS
421
Park Avenue Securities
New York
– -$563K -3,900 Closed
WJA
422
Williams Jones & Associates
New York
– -$231K -1,618 Closed
AWM
423
Aevitas Wealth Management
Massachusetts
– -$190K -1,335 Closed
WCM
424
WealthBridge Capital Management
Ohio
– -$96K -658 Closed
AA
425
Advisory Alpha
Michigan
– -$78.4K -540 Closed
14 15 16
17
18