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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 %
FWP
201
FAS Wealth Partners
Kansas
$2.47M -$9.94K -51 -0.4%
MCM
202
Manchester Capital Management
Vermont
$2.44M – – –
SCM
203
SOL Capital Management
Maryland
$2.44M +$118K +607 +5%
TA
204
TFB Advisors
Kansas
$2.42M +$157K +808 +7%
FFG
205
Frisch Financial Group
New York
$2.4M -$340K -1,742 -12%
IWA
206
IVC Wealth Advisors
Pennsylvania
$2.37M +$174K +893 +8%
PWM
207
Perigon Wealth Management
California
$2.37M +$469K +2,408 +25%
MAM
208
MMA Asset Management
Pennsylvania
$2.34M +$155K +793 +7%
DE
209
Day & Ennis
Georgia
$2.33M -$42.3K -217 -2%
LWP
210
Lumature Wealth Partners
Georgia
$2.33M +$48.1K +247 +2%
BP
211
Ballentine Partners
Massachusetts
$2.33M -$599K -3,075 -20%
BFG
212
Bleakley Financial Group
New Jersey
$2.32M -$474K -2,432 -17%
SS
213
Simplicity Solutions
Minnesota
$2.32M +$2.32M +11,928 New
PD
214
Planning Directions
Pennsylvania
$2.31M +$190K +977 +9%
HF
215
HRT Financial
New York
$2.29M +$780K +4,003 +52%
MA
216
Mutual Advisors
Nebraska
$2.24M -$428K -2,194 -16%
BJL
217
Brighton Jones LLC
Washington
$2.21M -$114K -584 -5%
ASN
218
Advisory Services Network
Georgia
$2.14M +$1.51M +7,743 +239%
SIS
219
Strategic Investment Solutions
Illinois
$2.13M -$529K -2,712 -20%
JPLA
220
Joseph P. Lucia & Associates
New York
$2.13M -$17K -87 -0.8%
CSPIA
221
Cary Street Partners Investment Advisory
Virginia
$2.12M +$55K +282 +3%
CG
222
Caprock Group
Idaho
$2.1M -$162K -831 -7%
CAL
223
Capital Advisors Ltd
Ohio
$2.09M – – –
SWM
224
Southern Wealth Management
Texas
$2.05M +$8.77K +45 +0.4%
MNBTD
225
Moody National Bank Trust Division
Texas
$2.03M +$749K +3,842 +59%
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