Vanguard Mid-Cap Growth ETF
745 hedge funds and large institutions have $6.15B invested in Vanguard Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 271 increasing their positions, 239 reducing their positions, and 51 closing their positions.
395% more call options, than puts
Call options by funds: $6.41M | Put options by funds: $1.3M
18% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 51
13% more repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 239
11% more capital invested
Capital invested by funds: $5.55B → $6.15B (+$607M)
3.08% more ownership
Funds ownership: 55.32% → 58.39% (+3.1%)
0% less funds holding
Funds holding: 746 → 745 (-1)
5% less funds holding in top 10
Funds holding in top 10: 40 → 38 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCIM
Bishop & Co Investment Management
Erie,
Pennsylvania
|
+$252M |
| 2 |
Rockefeller Capital Management
New York
|
+$65.2M |
| 3 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
+$57.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$45.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$67.2M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$65.6M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$8.31M |
| 4 |
WFM
Wolff Financial Management
Kalamazoo,
Michigan
|
-$7.09M |
| 5 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$5.39M |
VOT Hedge Fund Activity: Q2 2023 in Review
745 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2023, worth a combined $6.15B — up 11% from $5.55B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new VOT positions and 51 closed out — a net gain of 9 holders — while 271 added to existing stakes and 239 trimmed.
The largest buyer was Bishop & Co Investment Management, adding an estimated $252M. The largest seller was Wellington Management Group, exiting entirely with an estimated $67.2M sold.
- 745 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2023, down from 746 in Q1 2023.
- Funds reported $6.15B of Vanguard Mid-Cap Growth ETF stock for Q2 2023, up 11% quarter-over-quarter.
- 60 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2023 and 51 closed out, a net change of +9 holders.
- The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2023 was Bishop & Co Investment Management, an estimated $252M added.
- The largest Vanguard Mid-Cap Growth ETF seller in Q2 2023 was Wellington Management Group, an estimated $67.2M sold.
Based on aggregated 13F filings for Q2 2023.