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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.

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
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$176M
2
EWA
2
EP Wealth Advisors
California
$79M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$54.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$110M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$22.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$347M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$0
3
UBS Group
3
UBS Group
Switzerland
$232M
4
SGAM
4
Stephens Group Asset Management
Arkansas
$84M
5
EWM
5
Elevatus Welath Management
New York
$219K
Name Market Value Shares Shares
Change 		Shares
Change %
ONB
126
Old National Bancorp
Indiana
$5.1M 26,210 -373 -1%
FCI
127
Financial Counselors Inc
Kansas
$5.06M 26,001 +1,299 +5%
AWM
128
Aprio Wealth Management
Georgia
$4.98M 25,589 +25,589 New
RIA
129
Regal Investment Advisors
Michigan
$4.9M 25,175 -1,598 -6%
MCM
130
MAI Capital Management
Ohio
$4.83M 24,782 +42 +0.2%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$4.76M 23,380 +2,460 +12%
CI
132
CX Institutional
Indiana
$4.65M 23,889 -8,586 -26%
EA
133
Eclectic Associates
California
$4.6M 23,628 -663 -3%
3F
134
360 Financial
Minnesota
$4.59M 23,718 +694 +3%
RFA
135
RTD Financial Advisors
Pennsylvania
$4.58M 23,534 -277 -1%
CTC
136
Central Trust Company
Missouri
$4.54M 23,301 -718 -3%
PWM
137
Provident Wealth Management
Tennessee
$4.51M 23,177 +123 +0.5%
TFGT
138
TS Financial Group (TSFG)
Illinois
$4.46M 22,911 +106 +0.5%
CA
139
Clearstead Advisors
Ohio
$4.33M 22,210 +11,689 +111%
SI
140
Stephens Inc
Arkansas
$4.28M 21,956 +324 +1%
TYCC
141
Texas Yale Capital Corp
Florida
$4.17M 21,417 -249 -1%
UCFA
142
United Capital Financial Advisors
Texas
$4.14M 21,258 +371 +2%
FD
143
Financial Designs
California
$4.11M 21,115 -716 -3%
AMG
144
Asset Management Group
Connecticut
$4.02M 20,634 -111 -0.5%
Brown Advisory
145
Brown Advisory
Maryland
$4M 20,552 +6,367 +45%
MFWP
146
Mosaic Family Wealth Partners
Missouri
$3.99M 20,508 -28 -0.1%
IFS
147
Ifrah Financial Services
Arkansas
$3.97M 20,393 -177 -0.9%
PWM
148
Perigon Wealth Management
California
$3.96M 20,314 +339 +2%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$3.94M 20,205 -669 -3%
VCP
150
Verus Capital Partners
Arizona
$3.93M 20,189 +697 +4%
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