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Vanguard Mid-Cap Growth ETF
VOT

Overview Fund Activity

742 hedge funds and large institutions have $6.15B invested in Vanguard Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 270 increasing their positions, 239 reducing their positions, and 51 closing their positions.

Holders
742
Holders Change
-2
Holders Change %
-0.27%
% of All Funds
11.71%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.6%
New
59
Increased
270
Reduced
239
Closed
51
Calls
$6.41M
Puts
$1.3M
Net Calls
+$5.11M
Net Calls Change
+$8.18M

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$97.6M
2
PLFA
2
Pacific Life Fund Advisors
California
$60.9M
3
EWA
3
EP Wealth Advisors
California
$76.8M
4
Bank of America
4
Bank of America
North Carolina
$416M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$230M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$22.8M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$137M
4
WFM
4
Wolff Financial Management
Michigan
$0
5
RWA
5
Redhawk Wealth Advisors
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$449M 2,181,811 +130,394 +6%
Bank of America
2
Bank of America
North Carolina
$416M 2,019,974 +234,739 +13%
AssetMark Inc
3
AssetMark Inc
California
$383M 1,860,750 +47,566 +3%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$306M 1,485,932 -12,552 -0.8%
Wells Fargo
5
Wells Fargo
California
$264M 1,281,678 +26,879 +2%
UBS Group
6
UBS Group
Switzerland
$262M 1,275,623 -20,707 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$230M 1,115,464 +149,555 +15%
TI
8
Truepoint Inc
Ohio
$210M 1,020,030 -617 -0.1%
TF
9
TIAA FSB
Florida
$193M 937,604 +37,614 +4%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$137M 667,841 -42,901 -6%
LPL Financial
11
LPL Financial
California
$127M 619,467 +101,451 +20%
SGAM
12
Stephens Group Asset Management
Arkansas
$105M 510,364 +61,029 +14%
Stifel Financial
13
Stifel Financial
Missouri
$102M 493,836 +72,304 +17%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$97.6M 476,023 +336,605 +241%
Osaic Holdings
15
Osaic Holdings
Arizona
$90.6M 440,251 +650 +0.1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$79.4M 385,990 +2,992 +0.8%
EWA
17
EP Wealth Advisors
California
$76.8M 112,185 +80,098 +250%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$72.5M 352,291 +17,848 +5%
WA
19
Waverly Advisors
Alabama
$71.4M 347,106 -19,013 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$66.7M 324,251 +49,868 +18%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$63.1M 306,824 -16,364 -5%
OWM
22
Orgel Wealth Management
Wisconsin
$62.1M 301,632 +14,264 +5%
PLFA
23
Pacific Life Fund Advisors
California
$60.9M 296,124 +296,124 New
Ameriprise
24
Ameriprise
Minnesota
$60M 291,074 +39,349 +16%
MGIA
25
Moneta Group Investment Advisors
Missouri
$53.4M 259,686 +30,195 +13%
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