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Vanguard Mid-Cap Growth ETF

901 hedge funds and large institutions have $8.99B invested in Vanguard Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 349 increasing their positions, 254 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more call options, than puts

Call options by funds: $6.5M | Put options by funds: $1.29M

182% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 28

37% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 254

9% more capital invested

Capital invested by funds: $8.26B → $8.99B (+$733M)

5% more funds holding

Funds holding: 860901 (+41)

1.3% less ownership

Funds ownership: 65.1%63.8% (-1.3%)

10% less funds holding in top 10

Funds holding in top 10: 4137 (-4)

Holders
901
Holders Change
+41
Holders Change %
+4.77%
% of All Funds
12.94%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.53%
New
79
Increased
349
Reduced
254
Closed
28
Calls
$6.5M
Puts
$1.29M
Net Calls
+$5.21M
Net Calls Change
+$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
BFP
426
Beacon Financial Planning
Massachusetts
$969K +$2.33K +10 +0.3%
IA
427
IFP Advisors
Florida
$956K +$86.6K +372 +10%
PFA
428
Pure Financial Advisors
California
$953K +$19.6K +84 +2%
NRG
429
Nemes Rush Group
Michigan
$933K
SWM
430
SeaCrest Wealth Management
New York
$929K +$5.12K +22 +0.6%
Koshinski Asset Management
431
Koshinski Asset Management
Illinois
$909K
CA
432
Cornerstone Advisory
Maryland
$900K +$119K +509 +16%
OC
433
Oakworth Capital
Alabama
$900K -$9.78K -42 -1%
ZB
434
Zions Bancorporation
Utah
$893K
KFP
435
KMG Fiduciary Partners
Ohio
$889K
BWM
436
BKM Wealth Management
Wisconsin
$883K +$46.1K +198 +6%
CWM
437
Cornerstone Wealth Management
Missouri
$882K +$55K +236 +7%
PL
438
Plancorp LLC
Missouri
$881K +$24K +103 +3%
SIC
439
Salem Investment Counselors
North Carolina
$879K -$14K -60 -2%
WTB
440
Washington Trust Bank
Washington
$876K +$116K +497 +16%
SLT
441
St Louis Trust
Missouri
$876K
SHFA
442
SC&H Financial Advisors
Maryland
$870K
HNB
443
Huntington National Bank
Ohio
$859K
MWM
444
Modera Wealth Management
New Jersey
$859K +$38.9K +167 +5%
JIC
445
Johnson Investment Counsel
Ohio
$848K
FA
446
FDx Advisors
Illinois
$833K -$55.4K -238 -7%
GRP
447
Global Retirement Partners
California
$832K -$707K -3,037 -47%
DC
448
Davenport & Co
Virginia
$826K +$104K +445 +15%
SFP
449
Strategic Financial Partners
Oregon
$825K +$25.2K +108 +3%
FCP
450
Fidelis Capital Partners
Florida
$823K +$420K +1,804 +118%

VOT Hedge Fund Activity: Q3 2024 in Review

901 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2024, worth a combined $8.99B — up 8.9% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VOT positions and 28 closed out — a net gain of 51 holders — while 349 added to existing stakes and 254 trimmed.

The largest buyer was Axiom Advisory, adding an estimated $72.7M. The largest seller was Strategic Financial Concepts, cutting an estimated $370M.

  • 901 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2024, up from 860 in Q2 2024.
  • Funds reported $8.99B of Vanguard Mid-Cap Growth ETF stock for Q3 2024, up 8.9% quarter-over-quarter.
  • 79 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2024 and 28 closed out, a net change of +51 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2024 was Axiom Advisory, an estimated $72.7M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $370M sold.

Based on aggregated 13F filings for Q3 2024.