Vanguard Mid-Cap Growth

VOT • XNYS

Vanguard Mid-Cap Growth is a publicly traded company on XNYS. As of Q3 2025, 950 institutional investors hold shares in this company, with total holdings valued at $9.4B. MORGAN STANLEY is the largest holder with a position valued at $860.5M.

Overview

Overview of institutional ownership in VOT as of Q3 2025

All Institutions

Institutions: 950
Value Held: $9.4B
Shares Held: 32.1M
Avg Position: $9.9M
Median Position: $834.0K

Hedge Funds

Hedge Funds: 8
Value Held: $13.3M
Shares Held: 45.3K
Avg Position: $1.7M
Median Position: $1.1M

Biggest Investors

Institutions with the largest positions in VOT as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$860.5M 0.05% of portfolio	0.00% 2.9M shares	Q4 2022 Held for 3 years	$1.65T
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	Hyun Michael Kim CEO	$633.7M 1.36% of portfolio	0.00% 2.2M shares	Q4 2022 Held for 3 years	$46.5B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$566.3M 0.04% of portfolio	0.00% 1.9M shares	Q4 2022 Held for 3 years	$1.33T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$462.7M 0.09% of portfolio	0.00% 1.6M shares	Q4 2022 Held for 3 years	$488.52B
PNC FINANCIAL SERVICES GROUP, INC. Institution	William S. Demchak CEO	$327.8M 0.20% of portfolio	0.00% 1.1M shares	Q4 2022 Held for 3 years	$164.84B
UBS Group AG Institution	Sergio P. Ermotti CEO	$314.5M 0.06% of portfolio	0.00% 1.1M shares	Q4 2022 Held for 3 years	$511.60B
Truepoint, Inc. RIA/Wealth	Michael Jay Chasnoff CEO	$306.4M 7.13% of portfolio	0.00% 1.0M shares	Q4 2022 Held for 3 years	$4.3B
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	-	$275.2M 2.25% of portfolio	0.00% 936.6K shares	Q3 2025 Held for 3 months	$12.2B
L LPL Financial LLC Institution	-	$241.1M 0.07% of portfolio	0.00% 820.7K shares	Q4 2022 Held for 3 years	$340.07B
J JONES FINANCIAL COMPANIES LLLP Institution	-	$235.0M 0.16% of portfolio	0.00% 806.5K shares	Q4 2022 Held for 3 years	$146.70B

Net Capital Flow

Institutional buying and selling activity for VOT in Q3 2025

Traded: +$527.6M
Buyers: 413
Sellers: 339
Total Bought: +$849.7M
Total Sold: −$322.1M
Avg Position: $9.4M

Biggest Buyers

Institution	Net Bought	Current Position
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	+$275.2M +936.6K shares	$275.2M 936.6K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$47.1M +8.9K shares	$47.1M 160.4K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	+$37.2M +12.1K shares	$37.2M 126.4K shares
Wright Fund Managment, LLC Long Only Manager	+$28.7M +97.7K shares	$28.7M 97.7K shares
WELLS FARGO & COMPANY/MN Institution	+$24.3M +82.6K shares	$462.7M 1.6M shares
L LPL Financial LLC Institution	+$22.7M +77.2K shares	$241.1M 820.7K shares
MORGAN STANLEY RIA/Wealth	+$21.2M +72.2K shares	$860.5M 2.9M shares
Farther Finance Advisors, LLC RIA/Wealth	+$20.9M +71.2K shares	$21.4M 73.0K shares
STEPHENS GROUP ASSET MANAGEMENT, LLC RIA/Wealth	+$19.9M +67.6K shares	$131.5M 447.8K shares
C CI Private Wealth, LLC RIA/Wealth	+$17.2M +58.6K shares	$22.8M 77.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	−$88.5M −301.2K shares	$633.7M 2.2M shares
Pensionmark Financial Group, LLC Pension/Endowment	−$29.3M −99.7K shares	$3.4M 11.5K shares
BANK OF AMERICA CORP /DE/ Institution	−$21.9M −74.5K shares	$566.3M 1.9M shares
UBS Group AG Institution	−$19.5M −66.4K shares	$314.5M 1.1M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$14.4M −50.7K shares	Sold Off 0 shares
A Adventist Health System/ West Institution	−$10.1M −34.4K shares	$28.4M 96.8K shares
T TIAA TRUST, NATIONAL ASSOCIATION Institution	−$8.4M −28.7K shares	$183.6M 624.9K shares
A Advisor Group Holdings, Inc. Institution	−$8.2M −28.1K shares	$90.4M 308.8K shares
SRS Capital Advisors, Inc. RIA/Wealth	−$6.1M −21.4K shares	Sold Off 0 shares
Baird Financial Group, Inc. Private Equity	−$5.7M −19.4K shares	$16.7M 56.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited VOT in Q3 2025

New Positions: 49
New Value: $433.6M
Exited Positions: 45
Exited Value: $45.4M

New Positions

Institution	Position Value
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	$275.2M 936.6K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$47.1M 160.4K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	$37.2M 126.4K shares
Axiom Financial Strategies, LLC RIA/Wealth	$14.4M 49.1K shares
FIRST HORIZON NATIONAL CORP RIA/Wealth	$13.4M 45.5K shares
Wolff Financial Management LLC RIA/Wealth	$11.9M 40.4K shares
H HB Wealth Management, LLC Institution	$7.1M 24.0K shares
GREENUP STREET WEALTH MANAGEMENT LLC RIA/Wealth	$6.4M 21.7K shares
F Financial Engines Advisors L.L.C. Institution	$4.7M 16.0K shares
O OneAscent Financial Services LLC RIA/Wealth	$3.8M 13.0K shares

Exited Positions

Institution	Previous Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	$14.4M 50.7K shares
SRS Capital Advisors, Inc. RIA/Wealth	$6.1M 21.4K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	$3.7M 13.1K shares
Ballast, Inc. RIA/Wealth	$3.1M 10.7K shares
G GTS SECURITIES LLC Institution	$2.2M 7.7K shares
Sand Hill Global Advisors, LLC RIA/Wealth	$1.9M 6.7K shares
Forefront Analytics, LLC RIA/Wealth	$1.8M 6.2K shares
B Berkshire Money Management, Inc. Institution	$1.8M 6.2K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$1.5M 5.2K shares
Custos Family Office, LLC Family Office	$1.3M 4.6K shares

Options Activity

Institutions with the largest Call and Put options positions in VOT as of Q3 2025

Call Positions: 2
Call Value: $4.4M
Put Positions: 3
Put Value: $2.6M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$4.1M 138.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$352.5K 12.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.6M 55.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$528.8K 18.0 contracts
Cresset Asset Management, LLC RIA/Wealth	$470.1K 16.0 contracts

Most Committed Institutions

Institutions with VOT as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
BHK Investment Advisors, LLC RIA/Wealth	Meredyth Roberts Hazzard CEO	9.45% $25.3M	0.00% 86.1K shares	Q4 2022 Held for 3 years	$267.7M
Clayton Financial Group LLC RIA/Wealth	Kenneth John Bower CEO	9.07% $12.4M	0.00% 42.3K shares	Q4 2023 Held for 2 years	$136.9M
STEPHENS GROUP ASSET MANAGEMENT, LLC RIA/Wealth	Alan Bradley Tedford CEO	8.87% $131.5M	0.00% 447.8K shares	Q4 2022 Held for 3 years	$1.5B
Gladwyn Financial Advisors, Inc. RIA/Wealth	Timothy Terrence Murray President	7.21% $10.0M	0.00% 34.2K shares	Q2 2025 Held for 6 months	$139.3M
Truepoint, Inc. RIA/Wealth	Michael Jay Chasnoff CEO	7.13% $306.4M	0.00% 1.0M shares	Q4 2022 Held for 3 years	$4.3B
Axiom Financial Strategies, LLC RIA/Wealth	David Vaughan Scott CEO	6.22% $14.4M	0.00% 49.1K shares	Q3 2025 Held for 3 months	$232.1M
NorthStar Asset Management LLC /NJ/ RIA/Wealth	Andrew Jameson Peters CEO	5.75% $11.9M	0.00% 40.5K shares	Q4 2023 Held for 2 years	$206.6M
ERTS Wealth Advisors, LLC RIA/Wealth	Bruce Allan Roberts CCO	5.50% $17.0M	0.00% 57.9K shares	Q4 2022 Held for 3 years	$309.6M
D Davis Investment Partners, LLC RIA/Wealth	Victor James Davis Managing Partner	5.04% $14.8M	0.00% 50.3K shares	Q4 2022 Held for 3 years	$293.0M
Praetorian Wealth Management, Inc. RIA/Wealth	Richard Alan Hewitt President	4.98% $24.2M	0.00% 82.4K shares	Q4 2022 Held for 3 years	$485.7M

Hedge Fund Spotlight

Discover hedge funds investing in VOT

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerJohn Mihn Soo Liew

Portfolio Value: $156.17B
Positions: 3,454
Last Reported: Q3 2025

Sector Allocation

Position in Vanguard Mid-Cap Growth

Market Value: $3.6M
Shares Held: 12.1K
Portfolio Weight: 0.00%
Owned Since: 2025-Q1

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