We are live on ! Find out more
VOT icon

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
WTFG
276
Wells Trecaso Financial Group
Ohio
$2.02M -$204K -911 -10%
IA
277
Insight Advisors
Pennsylvania
$2.01M
RPSA
278
Richard P. Slaughter Associates
Texas
$2.01M +$142K +634 +8%
SWP
279
Stratos Wealth Partners
Ohio
$2M +$129K +576 +7%
SWM
280
Segment Wealth Management
Texas
$1.96M -$446K -1,990 -19%
AG
281
Ascent Group
Virginia
$1.95M +$1.85M +8,262 New
AWM
282
AE Wealth Management
Kansas
$1.93M -$1.89M -8,428 -51%
MSF
283
Mustard Seed Financial
Arkansas
$1.92M +$99K +442 +6%
PA
284
PFG Advisors
Arizona
$1.91M +$255K +1,138 +16%
AIA
285
Ally Invest Advisors
North Carolina
$1.9M +$271K +1,211 +18%
AWM
286
Aspire Wealth Management
Massachusetts
$1.88M -$13.7K -61 -0.8%
LEFP
287
Leading Edge Financial Planning
Tennessee
$1.87M +$891K +3,977 +100%
LBC
288
Lowe Brockenbrough & Co
Virginia
$1.87M
CFAM
289
Center For Asset Management
Florida
$1.87M -$39.9K -178 -2%
CCA
290
Clearwater Capital Advisors
Illinois
$1.86M
GWMR
291
GC Wealth Management RIA
Massachusetts
$1.84M +$1.75M +7,817 New
FWP
292
Falcon Wealth Planning
California
$1.83M -$177K -789 -9%
AP
293
Americana Partners
Texas
$1.83M
EWM
294
Empirical Wealth Management
Washington
$1.82M +$173K +772 +11%
Envestnet Portfolio Solutions
295
Envestnet Portfolio Solutions
Illinois
$1.81M -$291K -1,297 -14%
CT
296
Colonial Trust
South Carolina
$1.8M -$9.41K -42 -0.5%
CFSG
297
Community Financial Services Group
Vermont
$1.8M +$1.71M +7,640 New
Wealthfront Advisers
298
Wealthfront Advisers
California
$1.8M +$671K +2,993 +65%
MFG
299
MidWestOne Financial Group
Iowa
$1.79M -$364K -1,623 -18%
Kovitz Investment Group Partners
300
Kovitz Investment Group Partners
Illinois
$1.78M -$954K -4,260 -36%

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.