VOT icon

Vanguard Mid-Cap Growth ETF
VOT

Overview Fund Activity

751 hedge funds and large institutions have $5.91B invested in Vanguard Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 282 increasing their positions, 243 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+9
Holders Change %
+1.21%
% of All Funds
11.97%
Holding in Top 10
38
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
59
Increased
282
Reduced
243
Closed
42
Calls
$7.35M
Puts
$1.1M
Net Calls
+$6.25M
Net Calls Change
+$1.13M

Top Buyers

1
EWA
EP Wealth Advisors
California
+$57.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$54.5M
3
Osaic Holdings
Osaic Holdings
Arizona
+$23.8M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$22.7M
5
SIS
Strategic Investment Solutions
Illinois
+$19.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$46.8M
2
UBS Group
UBS Group
Switzerland
-$16.1M
3
SGAM
Stephens Group Asset Management
Arkansas
-$15.4M
4
EWM
Elevatus Welath Management
New York
-$14.3M
5
WIA
World Investment Advisors
California
-$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBFW
426
Morton Brown Family Wealth
Pennsylvania
$550K -$4.67K -24 -0.8%
AA
427
Addison Advisors
Vermont
$547K -$6.82K -35 -1%
REMPR
428
Roof Eidam Maycock Peralta (REMP)
California
$546K +$54.5K +280 +11%
3LCM
429
3D/L Capital Management
Connecticut
$546K +$779 +4 +0.1%
1IA
430
1834 Investment Advisors
Wisconsin
$544K +$23K +118 +4%
BWP
431
Bernardo Wealth Planning
Pennsylvania
$536K – – –
WP
432
WealthSource Partners
California
$535K -$389 -2 -0.1%
WW
433
Waterfront Wealth
Kansas
$531K – – –
TPCW
434
TD Private Client Wealth
New York
$530K +$253K +1,297 +91%
Vanguard Group
435
Vanguard Group
Pennsylvania
$529K +$198K +1,016 +60%
BWM
436
BCS Wealth Management
Tennessee
$529K +$529K +2,717 New
LRPA
437
L. Roy Papp & Associates
Arizona
$526K – – –
WWP
438
WR Wealth Planners
Missouri
$525K +$22.6K +116 +4%
CL
439
Choreo LLC
Illinois
$521K -$123K -633 -19%
DC
440
Davenport & Co
Virginia
$520K +$1.95K +10 +0.4%
WF
441
Warner Financial
Maryland
$517K +$21K +108 +4%
MCCA
442
Mill Creek Capital Advisors
Pennsylvania
$516K +$76K +390 +17%
WB
443
WesBanco Bank
West Virginia
$516K -$7.79K -40 -1%
XF
444
XML Financial
Maryland
$502K -$64.9K -333 -11%
LNB
445
Ledyard National Bank
$491K -$13.4K -69 -3%
SWM
446
Spire Wealth Management
Virginia
$491K +$50.8K +261 +12%
CFG
447
Cooper Financial Group
California
$486K +$486K +2,493 New
RWP
448
Revolve Wealth Partners
New Jersey
$484K +$1.17K +6 +0.2%
GIM
449
Goelzer Investment Management
Indiana
$483K -$3.31K -17 -0.7%
BAG
450
Bridgewealth Advisory Group
California
$479K +$16.6K +85 +4%
16 17
18
19 20