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Vanguard Mid-Cap Growth ETF (VOT) Institutional Ownership

-5.41 (-2.26%)
(As of 07/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT)

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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VOT Institutional Buying and Selling by Quarter

Vanguard Mid-Cap Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/17/2024ERn Financial LLC9,377$2.15M0.4%-0.8%0.017%
7/17/2024Atticus Wealth Management LLC281$65K0.0%-30.3%0.000%
7/17/2024SOA Wealth Advisors LLC.29,771$6.83M1.4%-10.4%0.053%
7/17/2024High Net Worth Advisory Group LLC900$207K0.1%-18.2%0.002%
7/17/2024Provident Wealth Management LLC24,463$5.62M2.1%+6.3%0.044%
7/17/2024Leavell Investment Management Inc.22,710$5.22M0.3%+2.0%0.040%
7/17/2024SteelPeak Wealth LLC2,000$460K0.0%-20.2%0.004%
7/17/2024AdvisorNet Financial Inc1,852$425K0.0%-4.0%0.003%
7/16/2024Cornerstone Wealth Management LLC3,386$777K0.1%+3.8%0.006%
7/16/2024Envestnet Portfolio Solutions Inc.9,404$2.16M0.0%+22.6%0.017%
7/16/2024Tsfg LLC13,248$3.04M0.7%-5.2%0.024%
7/16/2024GPS Wealth Strategies Group LLC4,440$1.02M0.2%+43.0%0.008%
7/16/2024Edmonds Duncan Registered Investment Advisors LLC51,377$11.79M2.9%-6.3%0.091%
7/16/2024IVC Wealth Advisors LLC14,632$3.36M1.9%+1.1%0.026%
7/16/2024Falcon Wealth Planning7,354$1.69M0.2%-5.5%0.013%
7/16/2024Lodestone Wealth Management LLC1,129$259K0.1%N/A0.002%
7/16/2024Great Valley Advisor Group Inc.4,116$945K0.0%+1.4%0.007%
7/16/2024Wealth Enhancement Advisory Services LLC148,111$34M0.1%+7.3%0.263%
7/16/2024Roman Butler Fullerton & Co.2,991$693K0.2%-10.0%0.005%
7/16/2024White Lighthouse Investment Management Inc.11,734$2.69M0.5%-1.4%0.021%
7/16/2024Sequoia Financial Advisors LLC2,843$653K0.0%+218.7%0.005%
7/15/2024Dynamic Advisor Solutions LLC10,159$2.33M0.1%+213.9%0.018%
7/15/2024Cohen Klingenstein LLC13,230$3.04M0.1%+0.5%0.024%
7/15/2024Fifth Third Securities Inc.18,922$4.35M0.4%+6.4%0.034%
7/15/2024Presilium Private Wealth LLC66,351$15.23M3.8%+3.0%0.118%
7/13/2024HFG Advisors Inc.20,486$4.70M4.4%+1.0%0.036%
7/13/2024Evanson Asset Management LLC1,169$268K0.0%-17.7%0.002%
7/12/2024Curated Wealth Partners LLC1,407$323K0.0%N/A0.003%
7/12/2024Hyperion Partners LLC39,136$8.98M6.4%+5.4%0.070%
7/12/2024Diversify Advisory Services LLC1,386$319K0.0%+22.8%0.002%
7/12/2024Compton Wealth Advisory Group LLC38,713$8.89M2.4%+1.7%0.069%
7/12/2024Hexagon Capital Partners LLC5,116$1.17M0.3%-6.6%0.009%
7/12/2024Optimum Investment Advisors190$44K0.0%-72.5%0.000%
7/12/2024Kwmg LLC133,256$30.59M3.3%+0.2%0.237%
7/12/2024QRG Capital Management Inc.1,054$242K0.0%-10.3%0.002%
7/12/2024City Holding Co.6,561$1.51M0.2%-1.4%0.012%
7/12/2024Shira Ridge Wealth Management12,511$2.87M1.6%+0.7%0.022%
7/11/2024OLD National Bancorp IN24,341$5.59M0.1%-2.8%0.043%
7/11/2024Juncture Wealth Strategies LLC16,103$3.70M1.5%+14.3%0.029%
7/11/2024Cherrydale Wealth Management LLC4,280$982K0.4%-5.2%0.008%
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7/11/2024Zeit Capital LLC18,204$4.18M3.4%-0.8%0.032%
7/10/2024 Csenge Advisory Group10,609$2.44M0.1%+146.9%0.019%
7/10/2024 Richard P Slaughter Associates Inc8,779$2.02M0.5%+3.1%0.016%
7/10/2024Simplicity Wealth LLC6,686$1.54M0.0%+45.1%0.012%
7/10/2024 Stephens Group Asset Management LLC447,569$102.74M9.4%+1.2%0.796%
7/10/2024 Aprio Wealth Management LLC35,917$8.25M1.5%+2.7%0.064%
7/10/2024 S.A. Mason LLC1,000$230K0.1%-6.5%0.002%
7/10/2024 CWM LLC19,753$4.53M0.0%-6.1%0.035%
7/10/2024 Hilltop National Bank4,335$995K0.3%+2.4%0.008%
7/10/2024 Praetorian Wealth Management Inc.100,288$23.02M5.9%+1.4%0.178%
7/9/2024 Park Avenue Securities LLC28,443$6.53M0.1%+54.4%0.051%
7/9/2024 Kingswood Wealth Advisors LLC2,257$518K0.0%+7.3%0.004%
7/9/2024 Olistico Wealth LLC475$109K0.1%N/A0.001%
7/9/2024Marion Wealth Management53,510$12.28M3.6%+1.1%0.095%
7/9/2024 Fulton Bank N.A.907$208K0.0%N/A0.002%
7/9/2024 Mather Group LLC.19,503$4.60M0.1%+19.7%0.035%
7/9/2024 Burns Matteson Capital Management LLC3,236$743K0.4%-6.1%0.006%
7/8/2024 Dentgroup LLC5,133$1.18M0.9%-1.7%0.009%
7/8/2024 BancFirst Trust & Investment Management1,002$231K0.1%N/A0.002%
7/8/2024 ST Germain D J Co. Inc.284$65K0.0%+186.9%0.001%
7/5/2024 Collective Family Office LLC5,565$1.28M0.4%+4.8%0.010%
7/5/2024 HBW Advisory Services LLC1,182$271K0.0%-31.8%0.002%
7/3/2024 Moody National Bank Trust Division21,058$4.83M0.4%+63.6%0.037%
7/2/2024 Massmutual Trust Co. FSB ADV36,682$8.42M0.3%-2.4%0.065%
7/2/2024 Transcend Capital Advisors LLC1,495$343K0.0%N/A0.003%
6/13/2024Mosaic Family Wealth Partners LLC19,081$4.50M0.7%-0.5%0.034%
6/11/2024American Trust911$215K0.0%-23.3%0.002%
5/29/2024Alexander Labrunerie & CO. Inc.35,705$8.42M4.7%N/A0.063%
5/24/2024Cetera Advisor Networks LLC58,261$13.74M0.1%+10.3%0.104%
5/24/2024Cetera Advisors LLC30,135$7.11M0.1%+272.7%0.054%
5/24/2024Cetera Investment Advisers176,842$41.70M0.1%+61.3%0.314%
5/21/2024Atria Investments Inc9,380$2.21M0.0%+1.5%0.017%
5/21/2024LRI Investments LLC615$145K0.0%N/A0.001%
5/17/2024Citizens Financial Group Inc. RI2,577$608K0.0%+7.2%0.005%
5/17/2024Comerica Bank46,727$11.02M0.0%+0.9%0.083%
5/17/2024Coppell Advisory Solutions Corp.874$206K0.0%N/A0.002%
5/16/2024Redwood Investment Management LLC48,179$11.36M1.1%-31.2%0.086%
5/16/2024FSA Wealth Management LLC516$122K0.1%+10.0%0.001%
5/16/2024B. Riley Wealth Advisors Inc.16,247$3.83M0.1%+5.1%0.029%
5/16/2024Waverly Advisors LLC312,702$73.73M1.7%-3.7%0.556%
5/16/2024Silvercrest Asset Management Group LLC2,415$569K0.0%+44.8%0.004%
5/15/2024Ascent Group LLC8,262$1.95M0.2%N/A0.015%
5/15/2024BOKF NA22,451$5.26M0.1%+34.6%0.040%
5/15/2024Kestra Advisory Services LLC132,010$31.13M0.2%+8.7%0.235%
5/15/2024LRI Investments LLC615$141K0.0%N/A0.001%
5/15/20241832 Asset Management L.P.167,841$39.58M0.0%-4.6%0.298%
5/14/2024Axxcess Wealth Management LLC7,171$1.69M0.0%+15.1%0.013%
5/14/2024EP Wealth Advisors LLC460,759$108.64M1.3%-1.5%0.819%
5/14/2024CreativeOne Wealth LLC2,979$703K0.0%+124.0%0.005%
5/14/2024Crewe Advisors LLC452$107K0.0%-23.0%0.001%
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5/14/2024Evermay Wealth Management LLC1,667$393K0.1%+1,212.6%0.003%
5/14/2024 Burns Matteson Capital Management LLC3,446$812K0.5%-19.7%0.006%
5/14/2024Owen LaRue LLC2,374$560K0.4%+69.0%0.004%
5/13/2024Goepper Burkhardt LLC32,642$7.52M3.5%-5.3%0.058%
5/13/2024O Shaughnessy Asset Management LLC3,166$747K0.0%+96.5%0.006%
5/11/2024Spreng Capital Management Inc.2,185$515K0.3%+80.3%0.004%
5/11/2024Trustmark National Bank Trust Department18,903$4.46M0.4%-1.1%0.034%
5/11/2024Elevatus Welath Management38,545$9.09M3.6%+4.9%0.069%
5/11/2024Aufman Associates Inc26,619$6.28M4.4%+0.7%0.047%
5/11/2024Catalytic Wealth RIA LLC7,817$1.84M0.4%N/A0.014%
(Data available from 1/1/2016 forward)

VOT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VOT shares?

During the previous two years, 845 institutional investors and hedge funds held shares of Vanguard Mid-Cap Growth ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($268.93B), Aspire Private Capital LLC ($15.40B), Morgan Stanley ($437.67M), Assetmark Inc. ($432.67M), Bank of America Corp DE ($326.20M), PNC Financial Services Group Inc. ($284.54M), and Wells Fargo & Company MN ($277.88M).Learn more on VOT's institutional investors.

Which institutional investors have been buying Vanguard Mid-Cap Growth ETF stock?

Of the 728 institutional investors that purchased Vanguard Mid-Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bishop & Co Investment Management LLC ($1.30M), TIAA Trust National Association ($903.59K), Wellington Management Group LLP ($624.45K), EP Wealth Advisors LLC ($486.51K), Assetmark Inc. ($461.15K), Rockefeller Capital Management L.P. ($458.18K), and TIAA FSB ($368.17K).

How much institutional buying is happening at Vanguard Mid-Cap Growth ETF?

Institutional investors have bought a total of 11,849,203 shares in the last 24 months. This purchase volume represents approximately $2.33B in transactions.

Which Vanguard Mid-Cap Growth ETF major shareholders have been selling company stock?

Of the 512 institutional investors that sold Vanguard Mid-Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Republic Investment Management Inc. ($353.41K), Envestnet Asset Management Inc. ($251.85K), TIAA FSB ($235.14K), UBS Group AG ($177.45K), Ballentine Partners LLC ($173.39K), SRS Capital Advisors Inc. ($156.38K), and Spearhead Capital Advisors LLC ($120.06K).

How much institutional selling is happening at Vanguard Mid-Cap Growth ETF?

Institutional investors have sold a total of 4,749,403 shares in the last 24 months. This volume of shares sold represents approximately $921.90M in transactions.

This page (NYSEARCA:VOT) was last updated on 7/18/2024 by Staff

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