VOT icon

Vanguard Mid-Cap Growth ETF
VOT

Overview Fund Activity

726 hedge funds and large institutions have $5.1B invested in Vanguard Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 238 increasing their positions, 243 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
726
Holders Change
+51
Holders Change %
+7.56%
% of All Funds
11.71%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.52%
New
104
Increased
238
Reduced
243
Closed
37
Calls
$3.25M
Puts
$19.9M
Net Calls
-$16.7M
Net Calls Change
-$24.6M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$16.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$15.3M
3
Ameriprise
Ameriprise
Minnesota
+$14.2M
4
EWA
EP Wealth Advisors
California
+$14M
5
IWC
Integrated Wealth Concepts
Massachusetts
+$11.7M

Top Sellers

1
TF
TIAA FSB
Florida
-$31M
2
Bank of America
Bank of America
North Carolina
-$13.9M
3
WIA
World Investment Advisors
California
-$11.5M
4
RWP
RWA Wealth Partners
Massachusetts
-$11.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
501
MBL Wealth
North Carolina
$324K – – –
NAMP
502
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$324K – – –
DWMG
503
DB Wealth Management Group
California
$322K -$190K -1,055 -37%
CWM
504
Castle Wealth Management
Florida
$321K +$71.2K +396 +28%
MA
505
MCF Advisors
Kentucky
$320K – – –
NCM
506
Novare Capital Management
North Carolina
$318K – – –
CFD
507
Creative Financial Designs
Indiana
$315K +$113K +627 +56%
KCM
508
Kennicott Capital Management
California
$313K – – –
PCA
509
Prosperity Capital Advisors
Ohio
$312K +$312K +1,734 New
AUB
510
Atlantic Union Bankshares
Virginia
$311K -$324K -1,800 -51%
BAM
511
Belpointe Asset Management
Nevada
$309K +$102K +569 +50%
CD
512
Chapin Davis
Maryland
$309K +$309K +1,717 New
MWM
513
Modera Wealth Management
New Jersey
$305K +$43.5K +242 +17%
PCIA
514
Prime Capital Investment Advisors
Kansas
$304K -$54.5K -303 -15%
LNWWM
515
Laird Norton Wetherby Wealth Management
California
$302K – – –
RF
516
Resolute Financial
Massachusetts
$298K +$298K +1,655 New
GWM
517
Geneos Wealth Management
Colorado
$295K +$12.8K +71 +5%
TA
518
Trellis Advisors
Washington
$293K +$293K +1,628 New
PMFA
519
Plante Moran Financial Advisors
Michigan
$292K +$162K +900 +124%
SCA
520
Snowden Capital Advisors
New York
$291K -$42.8K -238 -13%
MCCP
521
Mission Creek Capital Partners
California
$290K +$290K +1,616 New
AT
522
American Trust
Kentucky
$290K +$290K +1,376 New
KF
523
Krilogy Financial
Missouri
$283K +$29.5K +164 +12%
SW
524
SVB Wealth
Massachusetts
$283K -$145K -806 -34%
PSF
525
Pacific Sun Financial
California
$281K +$5.03K +28 +2%
19 20
21
22 23