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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
NCM
301
Next Capital Management
New York
$1.78M
MSFS
302
Main Street Financial Solutions
Pennsylvania
$1.76M +$87.1K +389 +5%
AAMC
303
Asset Allocation & Management Company
Illinois
$1.73M
FFG
304
Frisch Financial Group
New York
$1.73M -$105K -470 -6%
E
305
ETFidea
New York
$1.71M +$50.2K +224 +3%
ATC
306
Argent Trust Co
Tennessee
$1.7M
VWA
307
Visionary Wealth Advisors
Illinois
$1.7M +$224 +1 +0%
AWM
308
Axxcess Wealth Management
California
$1.69M +$211K +943 +15%
QCG
309
Quadrant Capital Group
Ohio
$1.67M -$450K -2,009 -22%
VNA
310
Valley National Advisers
Pennsylvania
$1.66M +$329K +1,468 +26%
FOFP
311
Fee-Only Financial Planning
South Carolina
$1.65M -$15.7K -70 -1%
WAP
312
Wealthcare Advisory Partners
Pennsylvania
$1.64M -$516K -2,304 -25%
SWA
313
Stratos Wealth Advisors
Ohio
$1.63M +$63.4K +283 +4%
LTL
314
Lowery Thomas LLC
California
$1.63M +$117K +521 +8%
EFP
315
Envision Financial Planning
Tennessee
$1.6M -$233K -1,042 -13%
AG
316
AlTi Global
New York
$1.59M -$222K -992 -13%
SLA
317
Silver Lake Advisory
Utah
$1.59M +$1.51M +6,725 New
FM
318
Family Management
New York
$1.58M -$29.8K -133 -2%
CHC
319
City Holding Co
West Virginia
$1.57M +$17.9K +80 +1%
WA
320
Wambolt & Associates
Colorado
$1.57M +$363K +1,622 +32%
OC
321
Oppenheimer & Co
New York
$1.56M +$1.48M +6,610 New
KWM
322
Kingsview Wealth Management
Oregon
$1.53M +$279K +1,247 +24%
RJT
323
Raymond James Trust
Florida
$1.53M -$8.29K -37 -0.6%
BFS
324
Bare Financial Services
Pennsylvania
$1.52M +$1.29M +5,743 +550%
GRP
325
Global Retirement Partners
California
$1.5M +$143K +640 +11%

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.