VOT icon

Vanguard Mid-Cap Growth ETF
VOT

Overview Fund Activity

675 hedge funds and large institutions have $4.96B invested in Vanguard Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 274 increasing their positions, 217 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
11.67%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.55%
New
42
Increased
274
Reduced
217
Closed
37
Calls
$11.2M
Puts
$3.34M
Net Calls
+$7.89M
Net Calls Change
+$3.46M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$290M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$23.7M
3
OWM
Orgel Wealth Management
Wisconsin
$44.8M
4
WANY
Wealthspire Advisors (New York)
New York
$12.9M
5
EWA
EP Wealth Advisors
California
$37.1M

Top Sellers

1
TF
TIAA FSB
Florida
$182M
2
AAP
Arax Advisory Partners
Colorado
$220K
3
BP
Ballentine Partners
Massachusetts
$7.66M
4
SCA
Spearhead Capital Advisors
Florida
$928K
5
Fidelity Investments
Fidelity Investments
Massachusetts
$63.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$3.28M +$528K +3,097 +19%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$3.27M +$355K +2,081 +12%
UCFA
153
United Capital Financial Advisors
Texas
$3.27M -$502K -2,946 -13%
HF
154
HRT Financial
New York
$3.26M +$3.26M +19,118 New
SI
155
Stephens Inc
Arkansas
$3.23M +$663K +3,887 +26%
LIM
156
Leavell Investment Management
Alabama
$3.2M +$91.6K +537 +3%
APA
157
American Portfolios Advisors
New York
$3.15M -$237K -1,392 -7%
VWA
158
Visionary Wealth Advisors
Illinois
$3.08M +$34.6K +203 +1%
FAIM
159
Financial Advocates Investment Management
Washington
$3.02M +$84.6K +496 +3%
LWM
160
Ledge Wealth Management
Minnesota
$2.91M -$114K -671 -4%
VWM
161
Valley Wealth Managers
New Jersey
$2.91M -$65.1K -382 -2%
HWM
162
HB Wealth Management
Georgia
$2.91M -$27.6K -162 -0.9%
AA
163
Advisory Alpha
Michigan
$2.89M +$70.1K +411 +2%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$2.88M +$48.8K +286 +2%
CSIA
165
Carl Stuart Investment Advisor
Texas
$2.88M -$203K -1,115 -7%
MCA
166
MSH Capital Advisors
Arizona
$2.83M -$3.07K -18 -0.1%
TC
167
Tenret Company
Florida
$2.82M – – –
BIP
168
Bouvel Investment Partners
Pennsylvania
$2.76M +$2.76M +16,163 New
HIA
169
Harbor Investment Advisory
Maryland
$2.75M +$413K +2,422 +18%
MG
170
Mather Group
Illinois
$2.69M -$7.67K -45 -0.3%
RFM
171
Royal Fund Management
Florida
$2.67M -$170K -994 -6%
BMCM
172
Burns Matteson Capital Management
New York
$2.65M -$54.1K -317 -2%
AA
173
Aufman Associates
Pennsylvania
$2.64M -$853 -5 -0%
SB
174
Simmons Bank
Arkansas
$2.6M -$62.1K -364 -2%
SFM
175
Signet Financial Management
New Jersey
$2.52M -$13.1K -77 -0.5%
5 6
7
8 9