Vanguard Mid-Cap Growth ETF (VOT) Institutional Ownership

$222.91
-1.62 (-0.72%)
(As of 11:32 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
503
Total
Institutional Inflows
(last 12 months)
$1.50B
Number of
Institutional Sellers
(last 12 months)
366
Total
Institutional Outflows
(last 12 months)
$460.88M
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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
4/25/2024Cambridge Investment Research Advisors Inc.40,249$9.49M0.0%-18.6%0.072%
4/24/2024Leavell Investment Management Inc.22,261$5.25M0.3%+9.2%0.040%
4/24/2024Wolff Financial Management LLC32,065$7.56M2.2%-4.8%0.057%
4/24/2024CENTRAL TRUST Co21,223$5.00M0.1%-2.0%0.038%
4/24/2024Newbridge Financial Services Group Inc.4,328$1.02M0.4%+49.1%0.008%
4/24/2024Carl Stuart Investment Advisor Inc.11,429$2.70M1.7%-8.2%0.020%
4/24/2024Tenret Co LLC19,123$4.51M3.2%+3.9%0.034%
4/24/2024Dakota Wealth Management20,788$4.90M0.1%N/A0.037%
4/24/2024SOL Capital Management CO9,922$2.34M0.3%-1.3%0.018%
4/24/2024Simplicity Wealth LLC4,609$1.09M0.0%N/A0.008%
4/24/2024NBT Bank N A NY1,789$422K0.0%+6,780.8%0.003%
4/24/2024Wells Trecaso Financial Group LLC8,584$2.02M0.7%-9.6%0.015%
4/24/2024Spire Wealth Management2,624$619K0.0%+14.9%0.005%
4/23/2024 Global Retirement Partners LLC6,364$1.50M0.1%+11.2%0.011%
4/23/2024 Silver Lake Advisory LLC6,725$1.59M0.7%N/A0.012%
4/23/2024 Community Financial Services Group LLC7,640$1.80M0.4%N/A0.014%
4/23/2024 Gradient Investments LLC252$59K0.0%-87.4%0.000%
4/23/2024 Graham Capital Wealth Management LLC14,000$3.30M3.7%N/A0.025%
4/23/2024 Fifth Third Bancorp78,915$18.61M0.1%+16.5%0.140%
4/23/2024 Wesbanco Bank Inc.2,679$632K0.0%-2.5%0.005%
4/23/2024 McAdam LLC168,156$39.65M2.5%+9.7%0.299%
4/23/2024 Warner Financial Inc.3,087$728K0.4%+8.6%0.005%
4/23/2024 Strategic Blueprint LLC1,591$375K0.0%+16.9%0.003%
4/23/2024 OxenFree Capital LLC4,577$1.08M1.0%+3.2%0.008%
4/23/2024 Raymond James Financial Services Advisors Inc.176,932$41.72M0.1%+17.1%0.315%
4/22/2024 Strategic Financial Concepts LLC3,270$771K0.2%N/A0.006%
4/22/2024 Cahaba Wealth Management Inc.1,156$272K0.0%N/A0.002%
4/22/2024 Pacific Life Fund Advisors LLC307,263$72.45M7.1%-8.3%0.546%
4/22/2024 PFG Investments LLC6,322$1.49M0.1%+344.6%0.011%
4/22/2024 Provident Wealth Management LLC23,024$5.43M2.0%-0.3%0.041%
4/22/2024 Oakworth Capital Inc.1,325$312K0.0%+125.3%0.002%
4/22/2024 Raymond James & Associates103,279$24.35M0.0%+8.4%0.184%
4/22/2024 MBL Wealth LLC1,085$256K0.0%-4.8%0.002%
4/22/2024 Aurora Private Wealth Inc.872$204K0.2%-17.0%0.002%
4/22/2024 Investors Asset Management of Georgia Inc. GA ADV887$209K0.1%N/A0.002%
4/22/2024Ashton Thomas Private Wealth LLC16,314$3.85M0.2%+3.3%0.029%
4/19/2024 Horizon Bancorp Inc. IN3,598$848K0.4%-1.6%0.006%
4/19/2024 Willis Johnson & Associates Inc.12,631$2.98M0.3%-1.2%0.022%
4/19/2024 Park Edge Advisors LLC1,103$260K0.1%+19.0%0.002%
4/19/2024 RTD Financial Advisors Inc.23,854$5.63M0.8%-0.7%0.042%
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4/19/2024 Arvest Investments Inc.50,742$11.97M1.9%-6.7%0.090%
4/19/2024 Valley National Advisers Inc.7,055$1.66M0.3%+26.3%0.013%
4/19/2024 IVC Wealth Advisors LLC14,470$3.41M2.0%+4.1%0.026%
4/18/2024 Total Wealth Planning LLC60,657$14.30M2.5%+0.3%0.108%
4/18/2024 Silverlake Wealth Management LLC1,094$258K0.1%+8.6%0.002%
4/18/2024 Shira Ridge Wealth Management12,427$2.93M1.7%-5.5%0.022%
4/18/2024 Synergy Asset Management LLC900$212K0.0%N/A0.002%
4/18/2024 Narus Financial Partners LLC852$201K0.1%N/A0.002%
4/18/2024 Edmonds Duncan Registered Investment Advisors LLC54,850$12.93M3.2%+0.7%0.098%
4/18/2024 Bridgewealth Advisory Group LLC2,223$524K0.3%-9.6%0.004%
4/18/2024 Hexagon Capital Partners LLC5,479$1.29M0.3%-13.8%0.010%
4/18/2024 Miracle Mile Advisors LLC5,663$1.34M0.0%-33.1%0.010%
4/18/2024 HFG Advisors Inc.20,283$4.78M4.2%+17.9%0.036%
4/18/2024 BKM Wealth Management LLC3,115$735K0.3%+2.8%0.006%
4/18/2024 Fifth Third Securities Inc.17,784$4.19M0.4%-0.6%0.032%
4/18/2024 Chapin Davis Inc.1,603$378K0.1%-31.5%0.003%
4/18/2024 Mayfair Advisory Group LLC894$211K0.2%N/A0.002%
4/18/2024 SteelPeak Wealth LLC2,507$591K0.0%+25.4%0.004%
4/17/2024 Founders Financial Securities LLC5,366$1.27M0.1%+61.2%0.010%
4/17/2024 Atticus Wealth Management LLC403$95K0.0%-64.9%0.001%
4/17/2024 Stephens Group Asset Management LLC442,401$104.31M9.5%-0.2%0.787%
4/17/2024 Grimes & Company Inc.5,121$1.21M0.0%-1.6%0.009%
4/16/2024 Independence Bank of Kentucky718$169K0.1%-6.5%0.001%
4/16/2024 OneAscent Financial Services LLC2,467$582K0.1%+166.7%0.004%
4/16/2024 Tsfg LLC13,974$3.30M0.8%-19.8%0.025%
4/16/2024 Atlantic Union Bankshares Corp2,334$550K0.0%+38.9%0.004%
4/16/2024 Courier Capital LLC3,040$717K0.1%-7.9%0.005%
4/16/2024 Bouvel Investment Partners LLC14,788$3.49M1.5%-3.4%0.026%
4/16/2024 Wealth Enhancement Advisory Services LLC138,068$32.56M0.1%+7.3%0.246%
4/16/2024 ERn Financial LLC9,449$2.23M0.4%-0.7%0.017%
4/15/2024 Signet Financial Management LLC17,394$4.10M0.6%-3.6%0.031%
4/15/2024 Orgel Wealth Management LLC417,375$98.41M2.7%+18.2%0.742%
4/15/2024 Wealthcare Advisory Partners LLC6,963$1.64M0.1%-24.9%0.012%
4/15/2024 S.A. Mason LLC1,070$252K0.2%-6.6%0.002%
4/15/2024 Revolve Wealth Partners LLC2,661$627K0.1%+6.6%0.005%
4/15/2024 RFG Holdings Inc.1,321$312K0.1%+9.3%0.002%
4/15/2024 GoalVest Advisory LLC610$144K0.0%+246.6%0.001%
4/15/2024 Sovereign Financial Group Inc.1,892$446K0.1%-16.2%0.003%
4/15/2024 Brookstone Capital Management3,720$877K0.0%-90.3%0.007%
4/15/2024 Davis Investment Partners LLC62,411$14.42M6.3%-4.1%0.111%
4/15/2024 CIC Wealth LLC1,001$236K0.1%-25.3%0.002%
4/15/2024 McNamara Financial Services Inc.3,415$805K0.2%-1.8%0.006%
4/15/2024 Flagstar Advisors Inc.3,902$920K0.3%-4.2%0.007%
4/15/2024 Kingswood Wealth Advisors LLC2,103$496K0.1%+7.4%0.004%
4/15/2024 Kwmg LLC133,028$31.37M3.4%+0.0%0.237%
4/15/2024 Cooksen Wealth LLC10,801$2.55M2.6%+2.9%0.019%
4/13/2024 Evanson Asset Management LLC1,421$335K0.0%+23.5%0.003%
4/13/2024 Wallace Advisory Group LLC1,969$432K0.3%N/A0.004%
4/12/2024 Gilman Hill Asset Management LLC877$207K0.0%N/A0.002%
4/12/2024 Riverview Trust Co122$29K0.0%N/A0.000%
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4/12/2024 Axiom Advisory LLC43,085$10.16M7.5%+3.0%0.081%
4/12/2024 Cohen Klingenstein LLC13,165$3.10M0.1%+0.6%0.025%
4/12/2024 Harbor Investment Advisory LLC19,740$4.65M0.5%-0.6%0.037%
4/12/2024 AdvisorNet Financial Inc1,929$455K0.0%-13.9%0.004%
4/12/2024 First PREMIER Bank871$206K0.1%+75.6%0.002%
4/12/2024Lane & Associates LLC4,669$1.10M0.7%-10.0%0.009%
4/12/2024 Systelligence LLC58,456$13.78M3.6%-2.6%0.110%
4/12/2024 Steph & Co.4,469$1.05M0.4%-1.6%0.008%
4/12/2024 Cherrydale Wealth Management LLC4,515$1.07M0.5%-27.0%0.008%
4/11/2024 City Holding Co.6,651$1.57M0.2%+1.2%0.012%
(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, 851 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 733 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 ($506.42K), Jones Financial Companies Lllp ($468.18K), Assetmark Inc. ($461.15K), and Rockefeller Capital Management L.P. ($458.18K).

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

Institutional investors have bought a total of 12,500,991 shares in the last 24 months. This purchase volume represents approximately $2.46B in transactions.

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

Of the 517 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), Bank of America Corp DE ($161.53K), and SRS Capital Advisors Inc. ($156.38K).

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

Institutional investors have sold a total of 5,165,617 shares in the last 24 months. This volume of shares sold represents approximately $1.01B in transactions.


This page (NYSEARCA:VOT) was last updated on 4/25/2024 by MarketBeat.com Staff

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