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Vanguard Mid-Cap Growth ETF
VOT

Overview Fund Activity

898 hedge funds and large institutions have $8.98B invested in Vanguard Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 347 increasing their positions, 253 reducing their positions, and 27 closing their positions.

Holders
898
Holders Change
+42
Holders Change %
+4.91%
% of All Funds
12.99%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.54%
New
80
Increased
347
Reduced
253
Closed
27
Calls
$6.5M
Puts
$1.29M
Net Calls
+$5.21M
Net Calls Change
+$2.59M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$671M
2
AA
2
Axiom Advisory
California
$722M
3
EWA
3
EP Wealth Advisors
California
$174M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$135M
5
AssetMark Inc
5
AssetMark Inc
California
$532M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$1.71M
2
OWM
2
Orgel Wealth Management
Wisconsin
$54.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$69.1M
4
WIA
4
World Investment Advisors
California
$1.61M
5
RIM
5
Redwood Investment Management
Arizona
$1.74M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
1
Axiom Advisory
California
$722M 3,101,049 +312,321 +11%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$671M 2,754,502 +311,162 +13%
Morgan Stanley
3
Morgan Stanley
New York
$593M 2,434,318 +67,812 +3%
AssetMark Inc
4
AssetMark Inc
California
$532M 2,185,745 +105,947 +5%
Bank of America
5
Bank of America
North Carolina
$445M 1,825,906 +19,133 +1%
Wells Fargo
6
Wells Fargo
California
$311M 1,278,987 +10,532 +0.8%
UBS Group
7
UBS Group
Switzerland
$282M 1,159,067 -3,971 -0.3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$282M 1,158,352 -10,533 -0.9%
TI
9
Truepoint Inc
Ohio
$249M 1,021,951 +12,414 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$210M 863,662 -4,266 -0.5%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$179M 735,167 -30,870 -4%
EWA
12
EP Wealth Advisors
California
$174M 715,993 +197,541 +38%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$166M 684,179 +17,999 +3%
LPL Financial
14
LPL Financial
California
$150M 615,926 -701 -0.1%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$135M 556,286 +146,740 +36%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$113M 465,364 -40,783 -8%
SGAM
17
Stephens Group Asset Management
Arkansas
$110M 451,387 +3,818 +0.9%
MGIA
18
Moneta Group Investment Advisors
Missouri
$104M 428,996 +14,558 +4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$99.4M 408,065 -7,910 -2%
Ameriprise
20
Ameriprise
Minnesota
$89.9M 369,344 +46,795 +15%
Stifel Financial
21
Stifel Financial
Missouri
$89.3M 366,951 -19,302 -5%
AWM
22
Avior Wealth Management
Nebraska
$74.1M 304,606 +9,883 +3%
Osaic Holdings
23
Osaic Holdings
Arizona
$69.1M 307,766 -165,987 -35%
WA
24
Waverly Advisors
Alabama
$68.9M 282,814 -10,069 -3%
Truist Financial
25
Truist Financial
North Carolina
$61.6M 252,996 -6,425 -2%
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