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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
SC
451
Savant Capital
Illinois
$439K +$431K +2,250 New
JIC
452
Johnson Investment Counsel
Ohio
$438K
IWN
453
Independent Wealth Network
Iowa
$434K +$59.5K +311 +16%
RMCM
454
Reynders McVeigh Capital Management
Massachusetts
$431K -$108K -564 -20%
LWM
455
Laidlaw Wealth Management
New York
$429K
OCM
456
One Capital Management
California
$416K
CHAM
457
Clear Harbor Asset Management
Connecticut
$413K
WTC
458
WhitTier Trust Company
Nevada
$412K
PL
459
Plancorp LLC
Missouri
$411K
PIA
460
Powell Investment Advisors
Florida
$411K
SWM
461
Spire Wealth Management
Virginia
$409K +$103K +540 +35%
SFC
462
Strategic Financial Concepts
Texas
$409K +$402K +2,100 New
FLPIM
463
F.L. Putnam Investment Management
Massachusetts
$409K +$766 +4 +0.2%
EL
464
EWA LLC
Pennsylvania
$409K +$414K +2,160 New
CJL
465
Cyrus J. Lawrence
New York
$408K
HIP
466
HUB Investment Partners
Texas
$407K +$400K +2,087 New
WA
467
WP Advisors
California
$403K -$88.1K -460 -18%
MSAM
468
Moloney Securities Asset Management
Missouri
$399K +$392K +2,045 New
Neuberger Berman Group
469
Neuberger Berman Group
New York
$397K +$41.7K +218 +12%
NP
470
NorthRock Partners
Minnesota
$396K -$89.8K -469 -19%
CFG
471
Citizens Financial Group
Rhode Island
$395K +$766 +4 +0.2%
CW
472
Channel Wealth
California
$393K +$386K +2,018 New
CAM
473
CPA Asset Management
Florida
$391K
PFO
474
Pathstone Family Office
New Jersey
$390K -$747K -3,900 -66%
WP
475
Wealthspan Partners
Iowa
$388K -$20.9K -109 -5%

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.