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Vanguard Mid-Cap Growth ETF

865 hedge funds and large institutions have $7.48B invested in Vanguard Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 297 increasing their positions, 284 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

795% more call options, than puts

Call options by funds: $7.8M | Put options by funds: $872K

85% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 47

3% more funds holding

Funds holding: 841865 (+24)

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

5% more capital invested

Capital invested by funds: $7.14B → $7.48B (+$344M)

5% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 284

3.43% less ownership

Funds ownership: 60.32%56.89% (-3.4%)

Holders
865
Holders Change
+24
Holders Change %
+2.85%
% of All Funds
12.46%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.68%
New
87
Increased
297
Reduced
284
Closed
47
Calls
$7.8M
Puts
$872K
Net Calls
+$6.93M
Net Calls Change
+$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
251
SOL Capital Management
Maryland
$2.34M -$30.2K -135 -1%
FWP
252
FAS Wealth Partners
Kansas
$2.32M -$166K -739 -7%
IPW
253
Intergy Private Wealth
Colorado
$2.3M -$4.71K -21 -0.2%
SF
254
Safeguard Financial
Wisconsin
$2.28M +$115K +512 +6%
IA
255
IFG Advisory
Georgia
$2.28M +$218K +973 +11%
IWA
256
Inspirion Wealth Advisors
Illinois
$2.26M -$9.41K -42 -0.4%
SFP
257
Sterling Financial Planning
New Jersey
$2.25M -$80.9K -361 -4%
KP
258
Keel Point
Alabama
$2.24M +$109K +487 +5%
EFL
259
ERn Financial LLC
Wisconsin
$2.23M -$15.2K -68 -0.7%
AI
260
Atria Investments
North Carolina
$2.21M +$31.4K +140 +2%
CAG
261
Crestwood Advisors Group
Massachusetts
$2.17M +$699K +3,122 +51%
MFG
262
Magnus Financial Group
New York
$2.17M +$25.8K +115 +1%
WP
263
WealthShield Partners
North Carolina
$2.16M -$580K -2,588 -22%
PMG
264
ProVise Management Group
Florida
$2.13M -$13.4K -60 -0.7%
CWA
265
CJM Wealth Advisers
Virginia
$2.12M -$11.7K -52 -0.6%
KPWS
266
Kestra Private Wealth Services
Texas
$2.12M +$16.8K +75 +0.8%
Bank of New York Mellon
267
Bank of New York Mellon
New York
$2.12M -$2.43M -10,852 -55%
MF
268
Meridian Financial
Massachusetts
$2.1M -$15K -67 -0.7%
TW
269
TritonPoint Wealth
Maryland
$2.09M +$368K +1,642 +17%
FWM
270
Fingerlakes Wealth Management
New York
$2.07M +$96.1K +429 +5%
ITB
271
Idaho Trust Bank
Idaho
$2.07M +$1.97M +8,773 New
CPIG
272
Chicago Partners Investment Group
Illinois
$2.05M +$272K +1,212 +15%
SAM
273
Sawgrass Asset Management
Florida
$2.05M +$214K +953 +12%
JWM
274
JPL Wealth Management
Colorado
$2.05M +$1.95M +8,685 New
PWM
275
Paulson Wealth Management
Illinois
$2.03M -$125K -559 -6%

VOT Hedge Fund Activity: Q1 2024 in Review

865 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2024, worth a combined $7.48B — up 4.8% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new VOT positions and 47 closed out — a net gain of 40 holders — while 297 added to existing stakes and 284 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $258M. The largest seller was Morgan Stanley, cutting an estimated $477M.

  • 865 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2024, up from 841 in Q4 2023.
  • Funds reported $7.48B of Vanguard Mid-Cap Growth ETF stock for Q1 2024, up 4.8% quarter-over-quarter.
  • 87 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2024 and 47 closed out, a net change of +40 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2024 was Royal Bank of Canada, an estimated $258M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $477M sold.

Based on aggregated 13F filings for Q1 2024.