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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
MBFW
476
Morton Brown Family Wealth
Pennsylvania
$586K -$31.6K -158 -6%
GIM
477
Goelzer Investment Management
Indiana
$575K +$28K +140 +6%
REMPR
478
Roof Eidam Maycock Peralta (REMP)
California
$575K -$37K -185 -7%
CFG
479
Cooper Financial Group
California
$572K +$22.6K +113 +5%
CWM
480
Cahill Wealth Management
Michigan
$572K -$109K -546 -17%
SAM
481
Smartleaf Asset Management
Massachusetts
$569K +$514K +2,572 New
FIM
482
Freedom Investment Management
Connecticut
$566K +$516K +2,579 New
GL
483
Graypoint LLC
New York
$562K -$539K -2,698 -51%
SCM
484
Steele Capital Management
Iowa
$554K +$505K +2,525 New
PS
485
Principal Securities
Iowa
$554K +$505K +2,524 New
EA
486
Evolution Advisers
Virginia
$554K +$213K +1,066 +71%
WCP
487
Wick Capital Partners
Pennsylvania
$554K -$68K -340 -12%
RWP
488
Revolve Wealth Partners
New Jersey
$548K +$2.2K +11 +0.4%
LNB
489
Ledyard National Bank
$541K -$12K -60 -2%
BAG
490
Bridgewealth Advisory Group
California
$540K
LRPA
491
L. Roy Papp & Associates
Arizona
$533K -$54.2K -271 -10%
TSW
492
Thompson Siegel & Walmsley
Virginia
$533K +$18.2K +91 +4%
CFG
493
Citizens Financial Group
Rhode Island
$528K +$74.2K +371 +18%
CD
494
Chapin Davis
Maryland
$514K +$1.8K +9 +0.4%
SAG
495
SageView Advisory Group
California
$513K +$110K +549 +31%
PB
496
Pinnacle Bancorp
Nebraska
$511K -$7.2K -36 -2%
TWP
497
Tyche Wealth Partners
Texas
$507K +$462K +2,309 New
PBF
498
Petix & Botte Financial
California
$505K
VT
499
Vise Technologies
New York
$503K +$458K +2,291 New
MIA
500
Milestone Investment Advisors
Wisconsin
$500K -$4.4K -22 -1%

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.