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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
SF
351
Safeguard Financial
Wisconsin
$864K -$44.6K -233 -5%
WJWM
352
Williams Jones Wealth Management
New York
$852K -$4.79K -25 -0.6%
CAG
353
Crestwood Advisors Group
Massachusetts
$850K +$110K +575 +15%
NRI
354
NFP Retirement Inc
California
$842K -$14.4K -75 -2%
SCI
355
Stableford Capital II
Arizona
$839K +$893K +4,666 New
RI
356
Ridgewood Investments
New Jersey
$823K -$32K -167 -4%
FA
357
Flagstar Advisors
New York
$818K +$18.2K +95 +2%
GWM
358
Greenhouse Wealth Management
Connecticut
$816K +$1.53K +8 +0.2%
SWM
359
SeaCrest Wealth Management
New York
$788K +$1.72K +9 +0.2%
FA
360
FDx Advisors
Illinois
$787K
SHFA
361
SC&H Financial Advisors
Maryland
$785K -$19.3K -101 -2%
HWA
362
Heartwood Wealth Advisors
Virginia
$784K +$2.49K +13 +0.3%
FHA
363
Flagship Harbor Advisors
Massachusetts
$782K -$55.1K -288 -7%
BFP
364
Beacon Financial Planning
Massachusetts
$769K +$1.53K +8 +0.2%
CC
365
Courier Capital
New York
$769K +$41.5K +217 +6%
RIM
366
Rockbridge Investment Management
New York
$763K -$84.6K -442 -10%
MAS
367
Meeder Advisory Services
Ohio
$763K -$957 -5 -0.1%
AWA
368
Aaron Wealth Advisors
Illinois
$757K -$18.4K -96 -2%
AWM
369
Axxcess Wealth Management
California
$751K -$54.2K -283 -7%
WB
370
WesBanco Bank
West Virginia
$743K -$10.5K -55 -1%
BFAG
371
Blackston Financial Advisory Group
Florida
$739K -$221K -1,154 -23%
CA
372
Continuum Advisory
Idaho
$737K -$32.7K -171 -4%
CIC
373
Carnegie Investment Counsel
Ohio
$733K +$191 +1 +0%
First Manhattan
374
First Manhattan
New York
$725K +$1.15K +6 +0.2%
HNB
375
Huntington National Bank
Ohio
$713K

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.