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Vanguard Mid-Cap Growth ETF
VOT

Overview Fund Activity

609 hedge funds and large institutions have $5.42B invested in Vanguard Mid-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 195 increasing their positions, 174 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
609
Holders Change
+83
Holders Change %
+15.78%
% of All Funds
10.81%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.55%
New
108
Increased
195
Reduced
174
Closed
15
Calls
$5.95M
Puts
$2.34M
Net Calls
+$3.61M
Net Calls Change
+$110K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$44.2M
2
SS
2
Simplicity Solutions
Minnesota
$41.6M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$30.2M
4
Stifel Financial
4
Stifel Financial
Missouri
$111M
5
AssetMark Inc
5
AssetMark Inc
California
$204M

Top Sellers

1
AF
1
Allworth Financial
California
$9.04M
2
Truist Financial
2
Truist Financial
North Carolina
$54.5M
3
TF
3
TIAA FSB
Florida
$202M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$95.3M
5
TI
5
Truepoint Inc
Ohio
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
151
Arax Advisory Partners
Colorado
$3.08M -$3.12M -14,695 -50%
PFA
152
Paradigm Financial Advisors
Missouri
$3.08M -$664K -3,131 -18%
CG
153
Caprock Group
Idaho
$3.04M +$8.7K +41 +0.3%
PP
154
Prosperity Planning
Missouri
$3.03M +$3.03M +14,300 New
WLIM
155
White Lighthouse Investment Management
Massachusetts
$3.02M +$102K +479 +3%
FWP
156
FAS Wealth Partners
Kansas
$2.98M +$4.88K +23 +0.2%
DE
157
Day & Ennis
Georgia
$2.98M -$246K -1,160 -8%
MA
158
MONECO Advisors
Connecticut
$2.86M -$34.4K -158 -1%
MW
159
Marcum Wealth
Ohio
$2.81M -$652K -3,074 -19%
MAFM
160
Mid Atlantic Financial Management
Pennsylvania
$2.79M +$7.21K +34 +0.3%
CCA
161
Checchi Capital Advisers
California
$2.79M +$1.67M +7,885 +150%
RFM
162
Royal Fund Management
Florida
$2.79M +$486K +2,294 +21%
EFG
163
Everhart Financial Group
Ohio
$2.73M +$2.73M +12,853 New
SWA
164
SOA Wealth Advisors
New York
$2.72M +$2.72M +11,988 New
Cerity Partners
165
Cerity Partners
New York
$2.67M +$27.4K +129 +1%
LFA
166
Lighthouse Financial Advisors
Maryland
$2.61M +$2.61M +12,312 New
CK
167
Cohen Klingenstein
New York
$2.61M +$112K +530 +5%
Bank of New York Mellon
168
Bank of New York Mellon
New York
$2.58M -$107K -504 -4%
LIM
169
Leavell Investment Management
Alabama
$2.51M -$2.37M -11,198 -49%
SPC
170
Sigma Planning Corp
Michigan
$2.49M +$293K +1,382 +13%
HIA
171
Harbor Investment Advisory
Maryland
$2.49M +$71.7K +338 +3%
LAS
172
Lloyd Advisory Services
Georgia
$2.48M +$2.48M +11,682 New
CAL
173
Capital Advisors Ltd
Ohio
$2.45M +$73.2K +345 +3%
KWM
174
Kingsview Wealth Management
Oregon
$2.43M +$1.08M +5,095 +80%
JPMorgan Chase & Co
175
JPMorgan Chase & Co
New York
$2.41M +$232K +1,093 +11%
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