We are live on ! Find out more
VOT icon

Vanguard Mid-Cap Growth ETF

841 hedge funds and large institutions have $7.14B invested in Vanguard Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 285 increasing their positions, 255 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

446% more call options, than puts

Call options by funds: $6.11M | Put options by funds: $1.12M

261% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 38

21% more funds holding in top 10

Funds holding in top 10: 3846 (+8)

21% more capital invested

Capital invested by funds: $5.91B → $7.14B (+$1.23B)

12% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 255

12% more funds holding

Funds holding: 754841 (+87)

3.36% more ownership

Funds ownership: 56.96%60.32% (+3.4%)

Holders
841
Holders Change
+87
Holders Change %
+11.54%
% of All Funds
12.26%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.67%
New
137
Increased
285
Reduced
255
Closed
38
Calls
$6.11M
Puts
$1.12M
Net Calls
+$4.99M
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
301
Next Capital Management
New York
$1.65M
AAMC
302
Asset Allocation & Management Company
Illinois
$1.61M
ATC
303
Argent Trust Co
Tennessee
$1.58M -$1K -5 -0.1%
VWA
304
Visionary Wealth Advisors
Illinois
$1.58M -$6.68M -33,431 -82%
ITC
305
Inspire Trust Company
Nevada
$1.56M +$1.42M +7,111 New
MSFS
306
Main Street Financial Solutions
Pennsylvania
$1.56M -$81.2K -406 -5%
FOFP
307
Fee-Only Financial Planning
South Carolina
$1.55M +$58K +290 +4%
E
308
ETFidea
New York
$1.55M +$83.2K +416 +6%
EWM
309
Empirical Wealth Management
Washington
$1.53M +$363K +1,818 +35%
PA
310
PFG Advisors
Arizona
$1.53M -$50.8K -254 -4%
Koshinski Asset Management
311
Koshinski Asset Management
Illinois
$1.52M +$640K +3,202 +86%
AIA
312
Ally Invest Advisors
North Carolina
$1.51M +$285K +1,426 +26%
FM
313
Family Management
New York
$1.5M -$63.8K -319 -4%
MWM
314
Meridian Wealth Management
Kentucky
$1.5M +$6.4K +32 +0.5%
WTA
315
Washington Trust Advisors
Massachusetts
$1.49M -$63.8K -319 -4%
SWA
316
Stratos Wealth Advisors
Ohio
$1.45M +$136K +681 +11%
CHC
317
City Holding Co
West Virginia
$1.44M -$20K -100 -1%
RJT
318
Raymond James Trust
Florida
$1.44M +$4.6K +23 +0.4%
LTL
319
Lowery Thomas LLC
California
$1.4M +$351K +1,754 +38%
HCP
320
Hexagon Capital Partners
Arkansas
$1.4M -$216K -1,078 -15%
SEIA
321
Signature Estate & Investment Advisors
California
$1.39M -$53.8K -269 -4%
MW
322
Marcum Wealth
Ohio
$1.38M -$109K -546 -8%
QPWM
323
Quadrant Private Wealth Management
Pennsylvania
$1.37M +$1.25M +6,231 New
AWM
324
Axxcess Wealth Management
California
$1.37M +$129K +643 +12%
CTA
325
Colonial Trust Advisors
South Carolina
$1.36M -$81.8K -409 -6%

VOT Hedge Fund Activity: Q4 2023 in Review

841 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2023, worth a combined $7.14B — up 21% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new VOT positions and 38 closed out — a net gain of 99 holders — while 285 added to existing stakes and 255 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $444M. The largest seller was Wellington Management Group, exiting entirely with an estimated $54.5M sold.

  • 841 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2023, up from 754 in Q3 2023.
  • Funds reported $7.14B of Vanguard Mid-Cap Growth ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 137 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2023 and 38 closed out, a net change of +99 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $444M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2023 was Wellington Management Group, an estimated $54.5M sold.

Based on aggregated 13F filings for Q4 2023.