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Vanguard Mid-Cap Growth ETF
VOT

Overview Fund Activity

751 hedge funds and large institutions have $5.91B invested in Vanguard Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 282 increasing their positions, 243 reducing their positions, and 42 closing their positions.

Holders
751
Holders Change
+9
Holders Change %
+1.21%
% of All Funds
11.98%
Holding in Top 10
38
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
59
Increased
282
Reduced
243
Closed
42
Calls
$7.35M
Puts
$1.1M
Net Calls
+$6.25M
Net Calls Change
+$1.13M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$176M
2
EWA
2
EP Wealth Advisors
California
$79M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$54.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$110M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$22.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$347M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$0
3
UBS Group
3
UBS Group
Switzerland
$232M
4
SGAM
4
Stephens Group Asset Management
Arkansas
$84M
5
EWM
5
Elevatus Welath Management
New York
$219K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$438M 2,247,132 +65,321 +3%
AssetMark Inc
2
AssetMark Inc
California
$365M 1,872,374 +11,624 +0.6%
Bank of America
3
Bank of America
North Carolina
$347M 1,779,611 -240,363 -12%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$285M 1,460,901 -25,031 -2%
Wells Fargo
5
Wells Fargo
California
$253M 1,299,314 +17,636 +1%
UBS Group
6
UBS Group
Switzerland
$232M 1,192,977 -82,646 -6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$213M 1,094,878 -20,586 -2%
TI
8
Truepoint Inc
Ohio
$200M 1,026,813 +6,783 +0.7%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$176M 903,591 +903,591 New
Jones Financial Companies
10
Jones Financial Companies
Missouri
$128M 655,544 -12,297 -2%
LPL Financial
11
LPL Financial
California
$123M 633,165 +13,698 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$110M 562,616 +122,365 +28%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$96.8M 496,992 +20,969 +4%
Stifel Financial
14
Stifel Financial
Missouri
$96.4M 495,077 +1,241 +0.3%
SGAM
15
Stephens Group Asset Management
Arkansas
$84M 431,212 -79,152 -16%
EWA
16
EP Wealth Advisors
California
$79M 405,392 +293,207 +261%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$77.6M 398,473 +12,483 +3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$71.5M 367,150 +14,859 +4%
PLFA
19
Pacific Life Fund Advisors
California
$65.6M 336,836 +40,712 +14%
WA
20
Waverly Advisors
Alabama
$65.1M 334,357 -12,749 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$62.8M 322,492 -1,759 -0.5%
OWM
22
Orgel Wealth Management
Wisconsin
$59.8M 307,238 +5,606 +2%
Ameriprise
23
Ameriprise
Minnesota
$56.2M 289,015 -2,059 -0.7%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$54.5M 279,815 +279,815 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$54M 277,406 -29,418 -10%
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