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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
WFPG
376
Waller Financial Planning Group
Ohio
$1.12M -$77.1K -344 -7%
CFD
377
Creative Financial Designs
Indiana
$1.11M +$429K +1,916 +68%
SCP
378
Stevens Capital Partners
Nebraska
$1.1M -$73.7K -329 -7%
LA
379
Lane & Associates
New Jersey
$1.1M -$116K -519 -10%
TDWM
380
Topel & Distasi Wealth Management
California
$1.1M
RCWMU
381
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.1M -$27.1K -121 -3%
BFG
382
Bleakley Financial Group
New Jersey
$1.09M -$785K -3,503 -43%
SW
383
Simplicity Wealth
New Jersey
$1.09M +$1.03M +4,609 New
OC
384
OxenFree Capital
Florida
$1.08M +$32K +143 +3%
Koshinski Asset Management
385
Koshinski Asset Management
Illinois
$1.08M -$530K -2,366 -34%
PCIA
386
Prime Capital Investment Advisors
Kansas
$1.07M +$674K +3,007 +197%
PFPT
387
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.07M +$52.9K +236 +6%
CWM
388
Cherrydale Wealth Management
New Jersey
$1.06M -$374K -1,671 -27%
PFS
389
Prospera Financial Services
Texas
$1.06M +$106K +471 +12%
SC
390
Steph & Co
Wisconsin
$1.05M -$16.4K -73 -2%
MMPW
391
Mitchell McLeod Pugh & Williams
Alabama
$1.05M +$50.2K +224 +5%
Jane Street
392
Jane Street
New York
$1.03M -$1.03M -4,618 -51%
WWM
393
Western Wealth Management
Colorado
$1.03M -$49.5K -221 -5%
NFSG
394
Newbridge Financial Services Group
Florida
$1.02M +$319K +1,425 +49%
BCI
395
Brinker Capital Investments
Pennsylvania
$1.02M -$1.65M -7,351 -63%
OPS
396
Orion Portfolio Solutions
Nebraska
$1.02M -$1.65M -7,351 -63%
WJWM
397
Williams Jones Wealth Management
New York
$1.01M -$257K -1,148 -21%
CAG
398
Csenge Advisory Group
Florida
$1.01M +$728K +3,250 +310%
DWP
399
Daymark Wealth Partners
Ohio
$1.01M -$19.5K -87 -2%
ST
400
Smithfield Trust
Pennsylvania
$1M -$46.6K -208 -5%

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.