Vanguard Mid-Cap Growth ETF
VOT
754 hedge funds and large institutions have $5.91B invested in Vanguard Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 284 increasing their positions, 244 reducing their positions, and 42 closing their positions.
568% more call options, than puts
Call options by funds: $7.35M | Put options by funds: $1.1M
40% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 42
16% more repeat investments, than reductions
Existing positions increased: 284 | Existing positions reduced: 244
1% more funds holding
Funds holding: 745 → 754 (+9)
0% more funds holding in top 10
Funds holding in top 10: 38 → 38 (0)
4% less capital invested
Capital invested by funds: $6.15B → $5.91B (-$238M)
1.43% less ownership
Funds ownership: 58.39% → 56.96% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$59.9M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$57.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$25M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$23.8M |
| 5 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCIM
Bishop & Co Investment Management
Erie,
Pennsylvania
|
-$266M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$49.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$16.9M |
| 4 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
-$16.2M |
| 5 |
EWM
Elevatus Welath Management
Victor,
New York
|
-$14.9M |
VOT Hedge Fund Activity: Q3 2023 in Review
754 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2023, worth a combined $5.91B — down 3.9% from $6.15B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new VOT positions and 42 closed out — a net gain of 17 holders — while 284 added to existing stakes and 244 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $59.9M. The largest seller was Bishop & Co Investment Management, exiting entirely with an estimated $266M sold.
- 754 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2023, up from 745 in Q2 2023.
- Funds reported $5.91B of Vanguard Mid-Cap Growth ETF stock for Q3 2023, down 3.9% quarter-over-quarter.
- 59 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2023 and 42 closed out, a net change of +17 holders.
- The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2023 was EP Wealth Advisors, an estimated $59.9M added.
- The largest Vanguard Mid-Cap Growth ETF seller in Q3 2023 was Bishop & Co Investment Management, an estimated $266M sold.
Based on aggregated 13F filings for Q3 2023.