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
11.98%
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
1
EP Wealth Advisors
California
$79M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$54.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$110M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$22.7M
5
SIS
5
Strategic Investment Solutions
Illinois
$20.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$347M
2
UBS Group
2
UBS Group
Switzerland
$232M
3
SGAM
3
Stephens Group Asset Management
Arkansas
$84M
4
EWM
4
Elevatus Welath Management
New York
$219K
5
WIA
5
World Investment Advisors
California
$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
501
MCF Advisors
Kentucky
$347K – – –
SAG
502
SageView Advisory Group
California
$347K +$13.2K +68 +4%
FAT
503
First American Trust
California
$345K +$19.7K +101 +6%
NRI
504
NFP Retirement Inc
California
$341K -$163K -835 -32%
KCM
505
Kennicott Capital Management
California
$339K -$677K -3,478 -67%
Empower Advisory Group
506
Empower Advisory Group
Colorado
$339K +$18.3K +94 +6%
AUB
507
Atlantic Union Bankshares
Virginia
$337K – – –
AIM
508
Anchor Investment Management
South Carolina
$336K +$25.1K +129 +8%
CFD
509
Creative Financial Designs
Indiana
$334K +$102K +526 +44%
DWT
510
Dorsey & Whitney Trust
South Dakota
$333K -$974 -5 -0.3%
NEWAS
511
N.E.W. Advisory Services
Wisconsin
$331K -$5.84K -30 -2%
LNWWM
512
Laird Norton Wetherby Wealth Management
California
$327K – – –
OPPS
513
Obsidian Personal Planning Solutions
Maryland
$326K -$163K -838 -33%
IFWM
514
Institute for Wealth Management
Colorado
$326K +$134K +687 +70%
IA
515
IFP Advisors
Florida
$322K -$56.7K -291 -15%
GP
516
Girard Partners
Pennsylvania
$321K -$38.8K -199 -11%
9WM
517
9258 Wealth Management
Ohio
$320K – – –
BFS
518
Bradley Foster & Sargent
Connecticut
$320K – – –
TA
519
Trellis Advisors
Washington
$317K – – –
CAC
520
Certified Advisory Corp
Florida
$317K -$4.68K -24 -1%
MCCP
521
Mission Creek Capital Partners
California
$316K +$584 +3 +0.2%
MWA
522
Meridian Wealth Advisors
Texas
$316K +$107K +551 +51%
PSF
523
Pacific Sun Financial
California
$307K +$1.95K +10 +0.6%
SAM
524
Silvercrest Asset Management
New York
$306K – – –
CW
525
Channel Wealth
California
$305K -$4.29K -22 -1%
19 20
21
22 23