We are live on ! Find out more
VOT icon

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
KFP
401
KMG Fiduciary Partners
Ohio
$595K +$585K +3,055 New
SC
402
SouthState Corp
Florida
$595K -$766 -4 -0.1%
CPA
403
Cardiff Park Advisors
California
$594K +$766 +4 +0.1%
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$592K
Wealthfront Advisers
405
Wealthfront Advisers
California
$575K +$101K +526 +22%
KCM
406
Kanawha Capital Management
Virginia
$572K
ST
407
Smithfield Trust
Pennsylvania
$570K +$48.6K +254 +9%
WTB
408
Washington Trust Bank
Washington
$565K +$339K +1,773 +158%
WP
409
WealthSource Partners
California
$563K +$157K +822 +40%
VFA
410
Valeo Financial Advisors
Indiana
$561K -$28.5K -149 -5%
AA
411
Addison Advisors
Vermont
$561K -$9.96K -52 -2%
MBFW
412
Morton Brown Family Wealth
Pennsylvania
$560K
LNB
413
Ledyard National Bank
$560K -$82.1K -429 -13%
YIH
414
Y-Intercept (HK)
Hong Kong
$556K +$546K +2,851 New
1IA
415
1834 Investment Advisors
Wisconsin
$552K +$542K +2,830 New
3LCM
416
3D/L Capital Management
Connecticut
$538K -$50.9K -266 -9%
BWP
417
Bernardo Wealth Planning
Pennsylvania
$536K
CWM
418
Cornerstone Wealth Management
Missouri
$535K +$526K +2,745 New
SC
419
Sepio Capital
Utah
$534K +$524K +2,739 New
AIA
420
Ally Invest Advisors
North Carolina
$530K +$146K +764 +39%
RFC
421
Regions Financial Corp
Alabama
$529K -$418K -2,185 -45%
NB
422
Northwest Bancshares
Pennsylvania
$527K -$58.8K -307 -10%
LRPA
423
L. Roy Papp & Associates
Arizona
$526K
DC
424
Davenport & Co
Virginia
$517K +$142K +740 +39%
OC
425
Oppenheimer & Co
New York
$517K +$132K +691 +35%

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.