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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
CA
451
Cornerstone Advisory
Maryland
$641K +$123K +616 +27%
HP
452
Holistic Planning
Texas
$641K +$583K +2,918 New
SC
453
Sepio Capital
Utah
$639K +$3.2K +16 +0.6%
IWN
454
Independent Wealth Network
Iowa
$638K +$3.4K +17 +0.6%
CWM
455
Cornerstone Wealth Management
Missouri
$638K -$6K -30 -1%
NFSG
456
Newbridge Financial Services Group
Florida
$638K +$189K +945 +48%
VFA
457
Valeo Financial Advisors
Indiana
$634K
XF
458
XML Financial
Maryland
$633K +$61.8K +309 +12%
CF
459
Centaurus Financial
California
$632K +$164K +821 +40%
CPA
460
Cardiff Park Advisors
California
$624K +$800 +4 +0.1%
WF
461
Warner Financial
Maryland
$624K +$37.4K +187 +7%
WW
462
Waterfront Wealth
Kansas
$622K
JFG
463
Jefferies Financial Group
New York
$621K +$566K +2,830 New
AA
464
Addison Advisors
Vermont
$616K
CFD
465
Creative Financial Designs
Indiana
$614K +$217K +1,084 +63%
WP
466
WealthSource Partners
California
$613K +$8.8K +44 +2%
1IA
467
1834 Investment Advisors
Wisconsin
$612K -$1.4K -7 -0.3%
BWP
468
Bernardo Wealth Planning
Pennsylvania
$604K
WB
469
WesBanco Bank
West Virginia
$603K +$19.8K +99 +4%
WWP
470
WR Wealth Planners
Missouri
$599K +$5.6K +28 +1%
National Bank of Canada
471
National Bank of Canada
Quebec, Canada
$595K -$144K -722 -21%
NEPWA
472
New England Private Wealth Advisors
Massachusetts
$595K +$542K +2,709 New
BWM
473
BCS Wealth Management
Tennessee
$594K -$2K -10 -0.4%
JIC
474
Johnson Investment Counsel
Ohio
$592K +$75.4K +377 +16%
AWM
475
Accel Wealth Management
Iowa
$590K -$276K -1,380 -34%

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.