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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
AWM
26
Avior Wealth Management
Nebraska
$60.5M +$2.73M +12,179 +5%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$57.6M -$2.08M -9,291 -4%
JP Morgan Chase
28
JP Morgan Chase
New York
$48.4M +$1.86M +8,315 +4%
LNC
29
Lincoln National Corp
Pennsylvania
$45M -$715K -3,193 -2%
Cerity Partners
30
Cerity Partners
New York
$41.9M +$35.8M +159,846 +896%
PAG
31
Private Advisor Group
New Jersey
$41.8M -$152K -679 -0.4%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$41.7M +$5.79M +25,834 +17%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$41.7M +$15.1M +67,235 +61%
ML
34
McAdam LLC
Pennsylvania
$39.6M +$3.34M +14,903 +10%
1832 Asset Management
35
1832 Asset Management
Ontario, Canada
$39.6M -$1.82M -8,127 -5%
MD
36
Money Design
Japan
$36.2M -$271K -1,209 -0.8%
MML Investors Services
37
MML Investors Services
Massachusetts
$35.5M +$1.85M +8,264 +6%
EH
38
Equitable Holdings
New York
$33.3M +$843K +3,764 +3%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$32.6M +$2.11M +9,432 +7%
KL
40
KWMG LLC
Kansas
$31.4M +$12.1K +54 +0%
KAS
41
Kestra Advisory Services
Texas
$31.1M +$2.37M +10,560 +9%
Mariner
42
Mariner
Kansas
$30.7M +$695K +3,101 +2%
TC
43
Trust Company
Kansas
$30M -$21.2M -94,470 -43%
NA
44
NewEdge Advisors
Louisiana
$28.3M +$118K +527 +0.4%
CCWM
45
Cassaday & Co Wealth Management
Virginia
$26.7M -$67.9K -303 -0.3%
EWA
46
ERTS Wealth Advisors
Michigan
$25.3M +$5.6K +25 +0%
BIA
47
BHK Investment Advisors
Alabama
$25.1M +$5.87M +26,222 +33%
RJA
48
Raymond James & Associates
Florida
$24.4M +$1.79M +8,011 +8%
BFA
49
Bragg Financial Advisors
North Carolina
$23.6M -$55.6K -248 -0.2%
PWM
50
Praetorian Wealth Management
California
$23.3M +$381K +1,699 +2%

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.