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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
RPCONE
476
Retirement Planning Company of New England
Rhode Island
$385K
GP
477
Girard Partners
Pennsylvania
$378K -$9.19K -48 -2%
DP
478
Dearborn Partners
Illinois
$378K
FPIS
479
Financial Planning & Information Services
Wisconsin
$378K +$4.79K +25 +1%
JCM
480
Jacobi Capital Management
Pennsylvania
$377K -$4.21K -22 -1%
CS
481
Capital Square
Tennessee
$376K -$58.4K -305 -13%
SCA
482
Snowden Capital Advisors
New York
$376K +$58.8K +307 +19%
IAN
483
Integrated Advisors Network
Texas
$375K
NEWAS
484
N.E.W. Advisory Services
Wisconsin
$374K -$191 -1 -0.1%
CWA
485
CM Wealth Advisors
Ohio
$370K +$154K +803 +68%
PMFA
486
Plante Moran Financial Advisors
Michigan
$365K +$47.3K +247 +15%
GWM
487
Geneos Wealth Management
Colorado
$363K +$42.9K +224 +14%
CW
488
CIC Wealth
Maryland
$360K +$59.7K +312 +20%
WSTAM
489
Wilbanks Smith & Thomas Asset Management
Virginia
$359K +$353K +1,844 New
TSW
490
Thompson Siegel & Walmsley
Virginia
$359K +$4.98K +26 +1%
WA
491
Wealthstream Advisors
New York
$358K
ACA
492
Aptus Capital Advisors
Alabama
$358K +$311K +1,623 +766%
AWM
493
Atticus Wealth Management
Florida
$357K -$424K -2,213 -55%
SFA
494
Sequoia Financial Advisors
Ohio
$356K -$12.3K -64 -3%
KA
495
Klingman & Associates
New York
$355K
PFM
496
Parsec Financial Management
North Carolina
$352K -$3.25K -17 -0.9%
VBWMG
497
Von Berge Wealth Management Group
California
$351K
NAMP
498
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$351K
9WM
499
9258 Wealth Management
Ohio
$350K -$16.8K -88 -5%
BBA
500
BLB&B Advisors
Pennsylvania
$349K +$113K +591 +49%

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.