VOT icon

Vanguard Mid-Cap Growth ETF
VOT

Overview Fund Activity

744 hedge funds and large institutions have $5.54B invested in Vanguard Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 233 increasing their positions, 274 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
744
Holders Change
+18
Holders Change %
+2.48%
% of All Funds
11.91%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.64%
New
78
Increased
233
Reduced
274
Closed
39
Calls
$3.45M
Puts
$6.52M
Net Calls
-$3.07M
Net Calls Change
+$13.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$67.2M
2
MGIA
Moneta Group Investment Advisors
Missouri
$44.7M
3
WIA
World Investment Advisors
California
$12.5M
4
ML
McAdam LLC
Pennsylvania
$21.7M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$30.1M

Top Sellers

1
EWA
EP Wealth Advisors
California
$12.1M
2
AWMS
Advocacy Wealth Management Services
Georgia
$0
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$11.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$3.96M
5
Morgan Stanley
Morgan Stanley
New York
$400M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
176
B. Riley Wealth Advisors
Florida
$2.88M -$52.2K -268 -2%
JE
177
JMAC Enterprises
Pennsylvania
$2.85M – – –
WP
178
WealthShield Partners
North Carolina
$2.85M +$58.7K +301 +2%
Brown Advisory
179
Brown Advisory
Maryland
$2.78M – – –
AWS
180
Atria Wealth Solutions
New York
$2.72M +$125K +643 +5%
WJA
181
Willis Johnson & Associates
Texas
$2.71M +$661K +3,391 +32%
PIMG
182
Patriot Investment Management Group
Tennessee
$2.7M – – –
MA
183
MAS Advisors
Florida
$2.67M -$35.9K -184 -1%
EFG
184
Everhart Financial Group
Ohio
$2.67M +$159K +814 +6%
WLIM
185
White Lighthouse Investment Management
Massachusetts
$2.67M +$201K +1,029 +8%
CSWM
186
Cassady Schiller Wealth Management
Ohio
$2.66M +$467K +2,398 +21%
CAM
187
Cresset Asset Management
Illinois
$2.64M +$201K +1,031 +8%
AI
188
Atria Investments
North Carolina
$2.64M +$1.37M +7,027 +108%
QAM
189
Q3 Asset Management
Michigan
$2.64M +$2.64M +13,537 New
CFSG
190
Clark Financial Services Group
Missouri
$2.63M -$147K -756 -5%
AWM
191
AE Wealth Management
Kansas
$2.62M -$535K -2,745 -17%
ATPW
192
Ashton Thomas Private Wealth
Arizona
$2.62M +$125K +639 +5%
Corient Private Wealth
193
Corient Private Wealth
Florida
$2.58M +$1.47M +7,550 +133%
AAS
194
Avantax Advisory Services
Texas
$2.57M -$20.7K -106 -0.8%
SRWM
195
Shira Ridge Wealth Management
California
$2.55M +$47.9K +246 +2%
TRCT
196
Tower Research Capital (TRC)
New York
$2.53M +$2.01M +10,294 +385%
RFM
197
Royal Fund Management
Florida
$2.52M -$362K -1,856 -13%
UB
198
UMB Bank
Missouri
$2.51M -$84K -431 -3%
CK
199
Cohen Klingenstein
New York
$2.51M +$18.7K +96 +0.8%
SB
200
Simmons Bank
Arkansas
$2.49M -$181K -928 -7%
6 7
8
9 10