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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
CAC
476
Certified Advisory Corp
Florida
$685K +$286K +1,275 +78%
TPCW
477
TD Private Client Wealth
New York
$677K -$27.1K -121 -4%
XF
478
XML Financial
Maryland
$677K -$2.91K -13 -0.5%
Lido Advisors
479
Lido Advisors
California
$671K +$638K +2,847 New
CPA
480
Cardiff Park Advisors
California
$671K +$672 +3 +0.1%
1IA
481
1834 Investment Advisors
Wisconsin
$671K +$13K +58 +2%
CA
482
Cornerstone Advisory
Maryland
$669K -$17.9K -80 -3%
RIM
483
Rockbridge Investment Management
New York
$649K -$45.9K -205 -7%
BWP
484
Bernardo Wealth Planning
Pennsylvania
$647K -$896 -4 -0.1%
VFA
485
Valeo Financial Advisors
Indiana
$641K -$6.95K -31 -1%
BWM
486
BCS Wealth Management
Tennessee
$638K
WW
487
Waterfront Wealth
Kansas
$638K
AWM
488
Accel Wealth Management
Iowa
$633K
FIM
489
Freedom Investment Management
Connecticut
$633K +$23.5K +105 +4%
WB
490
WesBanco Bank
West Virginia
$632K -$15.5K -69 -3%
MBFW
491
Morton Brown Family Wealth
Pennsylvania
$628K -$1.12K -5 -0.2%
RWP
492
Revolve Wealth Partners
New Jersey
$627K +$37K +165 +7%
SAM
493
Secure Asset Management
Michigan
$620K +$589K +2,628 New
SWM
494
Spire Wealth Management
Virginia
$619K +$76.2K +340 +15%
REMPR
495
Roof Eidam Maycock Peralta (REMP)
California
$618K
CWM
496
Cahill Wealth Management
Michigan
$615K +$672 +3 +0.1%
NG
497
Norden Group
Utah
$614K +$583K +2,603 New
GIM
498
Goelzer Investment Management
Indiana
$612K -$5.6K -25 -1%
CFG
499
Citizens Financial Group
Rhode Island
$608K +$39K +174 +7%
WWP
500
WR Wealth Planners
Missouri
$606K -$35.2K -157 -6%

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.