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Vanguard Mid-Cap Growth ETF

746 hedge funds and large institutions have $5.55B invested in Vanguard Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 234 increasing their positions, 275 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 3240 (+8)

9% more capital invested

Capital invested by funds: $5.1B → $5.55B (+$448M)

2% more funds holding

Funds holding: 728746 (+18)

0.51% more ownership

Funds ownership: 54.81%55.32% (+0.51%)

15% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 275

47% less call options, than puts

Call options by funds: $3.45M | Put options by funds: $6.52M

Holders
746
Holders Change
+18
Holders Change %
+2.47%
% of All Funds
11.89%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.64%
New
78
Increased
234
Reduced
275
Closed
39
Calls
$3.45M
Puts
$6.52M
Net Calls
-$3.07M
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
326
Wedmont Private Capital
Pennsylvania
$1.02M +$957 +5 +0.1%
GRP
327
Global Retirement Partners
California
$1.01M +$417K +2,180 +67%
TDWM
328
Topel & Distasi Wealth Management
California
$1M
WFPG
329
Waller Financial Planning Group
Ohio
$1,000K -$280K -1,460 -22%
RA
330
RFG Advisory
Alabama
$999K +$557K +2,907 +131%
CAM
331
Cozad Asset Management
Illinois
$991K -$28.7K -150 -3%
GC
332
Grimes & Company
Massachusetts
$990K
BB
333
Busey Bank
Illinois
$973K
SWA
334
Stratos Wealth Advisors
Ohio
$972K +$580K +3,027 +155%
SAM
335
Silvercrest Asset Management
New York
$965K -$1.21M -6,340 -56%
FA
336
FC Advisory
Pennsylvania
$964K +$197K +1,028 +26%
ZB
337
Zions Bancorporation
Utah
$946K
OIA
338
OneDigital Investment Advisors
Kansas
$933K +$35.8K +187 +4%
WWM
339
Western Wealth Management
Colorado
$932K -$16.8K -88 -2%
JWS
340
Juncture Wealth Strategies
Arizona
$920K -$237K -1,238 -21%
SC
341
Sierra Capital
Florida
$913K +$864K +4,515 +2,640%
TFA
342
TPG Financial Advisors
Oregon
$912K -$10.7K -56 -1%
GVAG
343
Great Valley Advisor Group
Delaware
$909K +$6.7K +35 +0.8%
HI
344
Harbour Investments
Wisconsin
$902K +$96.9K +506 +12%
PFA
345
Pure Financial Advisors
California
$900K -$19.3K -101 -2%
FWTB
346
First Western Trust Bank
Colorado
$896K -$28.7K -150 -3%
CS
347
Comerica Securities
Michigan
$879K -$14.4K -75 -2%
National Bank of Canada
348
National Bank of Canada
Quebec, Canada
$873K +$7.85K +41 +0.9%
BMCM
349
Burns Matteson Capital Management
New York
$868K +$46.5K +243 +6%
CF
350
Centaurus Financial
California
$866K +$74.5K +389 +10%

VOT Hedge Fund Activity: Q1 2023 in Review

746 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2023, worth a combined $5.55B — up 8.8% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new VOT positions and 39 closed out — a net gain of 39 holders — while 234 added to existing stakes and 275 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $66M. The largest seller was EP Wealth Advisors, cutting an estimated $50.4M.

  • 746 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2023, up from 728 in Q4 2022.
  • Funds reported $5.55B of Vanguard Mid-Cap Growth ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 78 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2023 and 39 closed out, a net change of +39 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2023 was Wellington Management Group, an estimated $66M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $50.4M sold.

Based on aggregated 13F filings for Q1 2023.