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Vanguard Mid-Cap Growth ETF
VOT

Overview Fund Activity

742 hedge funds and large institutions have $6.15B invested in Vanguard Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 270 increasing their positions, 239 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
742
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
11.7%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.6%
New
59
Increased
270
Reduced
239
Closed
51
Calls
$6.41M
Puts
$1.3M
Net Calls
+$5.11M
Net Calls Change
+$8.18M

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$97.6M
2
PLFA
2
Pacific Life Fund Advisors
California
$60.9M
3
EWA
3
EP Wealth Advisors
California
$76.8M
4
Bank of America
4
Bank of America
North Carolina
$416M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$230M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$22.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$137M
4
WFM
4
Wolff Financial Management
Michigan
$0
5
RWA
5
Redhawk Wealth Advisors
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
401
Calamos Wealth Management
Illinois
$630K – – –
DI
402
DFPG Investments
Utah
$629K +$100K +469 +19%
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$625K – – –
LTL
404
Lowery Thomas LLC
California
$612K +$66.9K +325 +12%
KCM
405
Kanawha Capital Management
Virginia
$604K – – –
ST
406
Smithfield Trust
Pennsylvania
$604K – – –
WW
407
Waterfront Wealth
Kansas
$602K +$602K +2,831 New
AWM
408
Axxcess Wealth Management
California
$599K -$194K -941 -24%
XF
409
XML Financial
Maryland
$599K -$4.38M -21,297 -88%
VFA
410
Valeo Financial Advisors
Indiana
$594K +$2.26K +11 +0.4%
MBFW
411
Morton Brown Family Wealth
Pennsylvania
$586K -$5.14K -25 -0.9%
CWM
412
Cornerstone Wealth Management
Missouri
$586K +$21.6K +105 +4%
AA
413
Addison Advisors
Vermont
$585K -$7.2K -35 -1%
CPA
414
Cardiff Park Advisors
California
$584K -$43.8K -213 -7%
IWN
415
Independent Wealth Network
Iowa
$583K +$124K +605 +27%
TC
416
TownSquare Capital
Utah
$577K +$51.9K +252 +10%
3LCM
417
3D/L Capital Management
Connecticut
$576K +$7.41K +36 +1%
BWP
418
Bernardo Wealth Planning
Pennsylvania
$566K – – –
WP
419
WealthSource Partners
California
$565K -$28.6K -139 -5%
WA
420
Wambolt & Associates
Colorado
$556K +$17.3K +84 +3%
LRPA
421
L. Roy Papp & Associates
Arizona
$556K – – –
WB
422
WesBanco Bank
West Virginia
$553K -$231K -1,125 -29%
1IA
423
1834 Investment Advisors
Wisconsin
$550K -$31.9K -155 -5%
SC
424
Sepio Capital
Utah
$549K -$14.2K -69 -3%
DC
425
Davenport & Co
Virginia
$547K +$1.65K +8 +0.3%
15 16
17
18 19