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Vanguard Mid-Cap Growth ETF

841 hedge funds and large institutions have $7.14B invested in Vanguard Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 285 increasing their positions, 255 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

446% more call options, than puts

Call options by funds: $6.11M | Put options by funds: $1.12M

261% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 38

21% more funds holding in top 10

Funds holding in top 10: 3846 (+8)

21% more capital invested

Capital invested by funds: $5.91B → $7.14B (+$1.23B)

12% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 255

12% more funds holding

Funds holding: 754841 (+87)

3.36% more ownership

Funds ownership: 56.96%60.32% (+3.4%)

Holders
841
Holders Change
+87
Holders Change %
+11.54%
% of All Funds
12.26%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.67%
New
137
Increased
285
Reduced
255
Closed
38
Calls
$6.11M
Puts
$1.12M
Net Calls
+$4.99M
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
426
Founders Financial Securities
Maryland
$731K -$3.6K -18 -0.5%
FFBTD
427
First Financial Bank - Trust Division
Ohio
$731K
MAS
428
Meeder Advisory Services
Ohio
$731K +$13.2K +66 +2%
AWA
429
Aaron Wealth Advisors
Illinois
$728K -$24K -120 -3%
IC
430
IEQ Capital
California
$725K +$660K +3,302 New
CC
431
Courier Capital
New York
$725K -$127K -635 -16%
LP
432
LGL Partners
Pennsylvania
$722K
DAS
433
Dynamic Advisor Solutions
Arizona
$709K -$19.6K -98 -3%
LCWP
434
Legacy Capital Wealth Partners
Arkansas
$709K
DC
435
Davenport & Co
Virginia
$702K +$106K +528 +20%
CWM
436
Calamos Wealth Management
Illinois
$701K -$11.8K -59 -2%
RBFC
437
Roman Butler Fullerton & Co
Missouri
$696K -$9.6K -48 -1%
WTB
438
Washington Trust Bank
Washington
$685K +$243K +1,213 +64%
First Manhattan
439
First Manhattan
New York
$678K +$211K +1,054 +52%
FFL
440
Financial Freedom LLC
Ohio
$670K
FMII
441
Farmers & Merchants Investments Inc
Nebraska
$667K
BWM
442
BKM Wealth Management
Wisconsin
$666K +$606K +3,031 New
TPCW
443
TD Private Client Wealth
New York
$657K +$54.8K +274 +10%
BAM
444
Belpointe Asset Management
Nevada
$657K +$598K +2,992 New
FCA
445
Fortis Capital Advisors
Kansas
$657K +$598K +2,992 New
AllianceBernstein
446
AllianceBernstein
Tennessee
$654K +$357K +1,785 +150%
KCM
447
Kanawha Capital Management
Virginia
$654K +$8.2K +41 +1%
CL
448
Choreo LLC
Illinois
$651K +$57.6K +288 +11%
RIM
449
Rockbridge Investment Management
New York
$650K -$39.8K -199 -6%
AWM
450
Aviso Wealth Management
Washington
$649K +$591K +2,958 New

VOT Hedge Fund Activity: Q4 2023 in Review

841 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2023, worth a combined $7.14B — up 21% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new VOT positions and 38 closed out — a net gain of 99 holders — while 285 added to existing stakes and 255 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $444M. The largest seller was Wellington Management Group, exiting entirely with an estimated $54.5M sold.

  • 841 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2023, up from 754 in Q3 2023.
  • Funds reported $7.14B of Vanguard Mid-Cap Growth ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 137 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2023 and 38 closed out, a net change of +99 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $444M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2023 was Wellington Management Group, an estimated $54.5M sold.

Based on aggregated 13F filings for Q4 2023.