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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
HNB
426
Huntington National Bank
Ohio
$863K
FWTB
427
First Western Trust Bank
Colorado
$862K
OIA
428
OneDigital Investment Advisors
Kansas
$862K -$90.5K -404 -10%
FA
429
FDx Advisors
Illinois
$862K -$4.03K -18 -0.5%
KFP
430
KMG Fiduciary Partners
Ohio
$861K
CBFP
431
Cedar Brook Financial Partners
Ohio
$855K +$672 +3 +0.1%
IW
432
Imprint Wealth
South Carolina
$854K +$816K +3,642 New
AWM
433
Apollon Wealth Management
South Carolina
$853K -$1.41M -6,296 -63%
SLT
434
St Louis Trust
Missouri
$848K
HB
435
Horizon Bancorp
Indiana
$848K -$13.2K -59 -2%
JIC
436
Joel Isaacson & Co
New York
$829K -$32.7K -146 -4%
IA
437
IFP Advisors
Florida
$823K +$561K +2,506 +254%
SFP
438
Strategic Financial Partners
Oregon
$818K +$13.2K +59 +2%
BMCM
439
Burns Matteson Capital Management
New York
$812K -$190K -848 -20%
MFS
440
McNamara Financial Services
Massachusetts
$805K -$13.7K -61 -2%
Legacy Financial Group (Iowa)
441
Legacy Financial Group (Iowa)
Iowa
$796K +$756K +3,374 New
FFBTD
442
First Financial Bank - Trust Division
Ohio
$785K
PS
443
Principal Securities
Iowa
$784K +$180K +802 +32%
IC
444
IEQ Capital
California
$779K
YIH
445
Y-Intercept (HK)
Hong Kong
$779K +$740K +3,302 New
LP
446
LGL Partners
Pennsylvania
$775K
MLA
447
My Legacy Advisors
Oregon
$773K +$735K +3,280 New
SFC
448
Strategic Financial Concepts
Texas
$771K +$733K +3,270 New
CWM
449
Cornerstone Wealth Management
Missouri
$769K +$79.5K +355 +12%
AWA
450
Aaron Wealth Advisors
Illinois
$764K -$16.8K -75 -2%

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.