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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
DAS
451
Dynamic Advisor Solutions
Arizona
$763K -$24K -107 -3%
CWM
452
Calamos Wealth Management
Illinois
$752K
WTB
453
Washington Trust Bank
Washington
$751K +$14.6K +65 +2%
FPAS
454
Focus Partners Advisor Solutions
Missouri
$751K +$714K +3,185 New
OSAM
455
O'Shaughnessy Asset Management
Connecticut
$747K +$348K +1,555 +97%
C
456
CEDRUS
Colorado
$737K +$700K +3,125 New
DC
457
Davenport & Co
Virginia
$736K -$16.8K -75 -2%
GFP
458
Gryphon Financial Partners
Ohio
$736K -$61.6K -275 -8%
BWM
459
BKM Wealth Management
Wisconsin
$735K +$18.8K +84 +3%
RBFC
460
Roman Butler Fullerton & Co
Missouri
$734K +$29.3K +131 +4%
GWSG
461
GPS Wealth Strategies Group
Colorado
$732K +$383K +1,711 +123%
BAM
462
Belpointe Asset Management
Nevada
$732K +$24.9K +111 +4%
WF
463
Warner Financial
Maryland
$728K +$54.9K +245 +9%
First Manhattan
464
First Manhattan
New York
$723K -$5.38K -24 -0.8%
FFL
465
Financial Freedom LLC
Ohio
$720K
National Bank of Canada
466
National Bank of Canada
Quebec, Canada
$718K +$82.7K +369 +13%
BFAG
467
Blackston Financial Advisory Group
Florida
$718K -$91K -406 -12%
CC
468
Courier Capital
New York
$717K -$58.7K -262 -8%
FMII
469
Farmers & Merchants Investments Inc
Nebraska
$716K
SIC
470
Sterling Investment Counsel
New York
$714K +$392K +1,752 +137%
CW
471
CreativeOne Wealth
Kansas
$703K +$369K +1,649 +124%
AWM
472
Aviso Wealth Management
Washington
$697K
HP
473
Holistic Planning
Texas
$691K +$2.91K +13 +0.4%
SC
474
Sepio Capital
Utah
$689K +$3.14K +14 +0.5%
IWN
475
Independent Wealth Network
Iowa
$688K +$2.24K +10 +0.3%

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.