VOT · VANGUARD MID-CAP GROWTH INDEX FUND ETF
$300.18
+0.33 (+0.11%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 7
Total Value: $32,839,339
Total Shares: 107,213
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 7 13F filers · Δ vs Mar 31, 2026Top Holder
73.4%
−24.6 pts
Top 5
99.8%
−0.2 pts
Top 10
100.0%
0.0 pts
HHI
5,900
Highly concentrated−3,701
Quarterly Activity
vs Mar 31, 2026
New
5
Increased
1
Decreased
1
Sold Out
2
Unchanged
0
Holder count:
+3
Institutional value:
+28.0%
Shares held:
+7.5%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Cornerstone Financial Management LLC | +35 | 478 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small TUCKER ASSET MANAGEMENT LLC | −3 | 30 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 78,666 | $24,095,395 | |
| Mega CITADEL ADVISORS LLC | 24,200 | $7,412,460 | |
| Mid Strategic Financial Services, Inc. | 2,566 | $785,965 | |
| Mid ANCHOR CAPITAL ADVISORS LLC | 1,089 | $333,560 | |
| Mid Parkside Financial Bank & Trust | 184 | $56,359 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Dakota Wealth Management | 97,686 | $25,139,492 | |
| Large M&T Bank Corp | 1,548 | $398,376 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC VOT | $24,095,395 | 73.37% | 78,666 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC VOT | $4,778,280 | 14.55% | 15,600 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC VOT | $2,634,180 | 8.02% | 8,600 | Put | 2026-09-02 | |
| Mid Strategic Financial Services, Inc. VOT | $785,965 | 2.39% | 2,566 | Shares | 2026-08-24 | |
| Mid ANCHOR CAPITAL ADVISORS LLC VOT | $333,560 | 1.02% | 1,089 | Shares | 2026-09-03 | |
| Small Cornerstone Financial Management LLC VOT | $146,411 | 0.45% | 478 | Shares | 2026-08-28 | |
| Mid Parkside Financial Bank & Trust Bank VOT | $56,359 | 0.17% | 184 | Shares | 2026-09-04 | |
| Small TUCKER ASSET MANAGEMENT LLC VOT | $9,189 | 0.03% | 30 | Shares | 2026-08-27 |