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Vanguard Mid-Cap Growth ETF

901 hedge funds and large institutions have $8.99B invested in Vanguard Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 349 increasing their positions, 254 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more call options, than puts

Call options by funds: $6.5M | Put options by funds: $1.29M

182% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 28

37% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 254

9% more capital invested

Capital invested by funds: $8.26B → $8.99B (+$733M)

5% more funds holding

Funds holding: 860901 (+41)

1.3% less ownership

Funds ownership: 65.1%63.8% (-1.3%)

10% less funds holding in top 10

Funds holding in top 10: 4137 (-4)

Holders
901
Holders Change
+41
Holders Change %
+4.77%
% of All Funds
12.94%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.53%
New
79
Increased
349
Reduced
254
Closed
28
Calls
$6.5M
Puts
$1.29M
Net Calls
+$5.21M
Net Calls Change
+$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
476
CreativeOne Wealth
Kansas
$718K +$205K +879 +42%
KCM
477
Kanawha Capital Management
Virginia
$710K
SC
478
Sepio Capital
Utah
$710K
MA
479
MAS Advisors
Florida
$707K +$2.1K +9 +0.3%
WW
480
Waterfront Wealth
Kansas
$707K
IWN
481
Independent Wealth Network
Iowa
$701K +$2.1K +9 +0.3%
XF
482
XML Financial
Maryland
$699K -$19.1K -82 -3%
FIM
483
Freedom Investment Management
Connecticut
$697K +$28.6K +123 +4%
CPA
484
Cardiff Park Advisors
California
$694K +$1.16K +5 +0.2%
SFA
485
Sequoia Financial Advisors
Ohio
$691K -$699 -3 -0.1%
TPCW
486
TD Private Client Wealth
New York
$687K +$466 +2 +0.1%
BWP
487
Bernardo Wealth Planning
Pennsylvania
$681K
RWP
488
Revolve Wealth Partners
New Jersey
$677K +$78.2K +336 +14%
WB
489
WesBanco Bank
West Virginia
$670K +$7.22K +31 +1%
MWM
490
Mission Wealth Management
California
$667K +$267K +1,147 +72%
Lido Advisors
491
Lido Advisors
California
$661K +$24.5K +105 +4%
OPAM
492
Ocean Park Asset Management
California
$661K +$75.5K +324 +14%
AWM
493
Accel Wealth Management
Iowa
$654K
EA
494
Enclave Advisors
Texas
$647K +$619K +2,656 New
REMPR
495
Roof Eidam Maycock Peralta (REMP)
California
$638K
CWM
496
Cahill Wealth Management
Michigan
$636K +$1.16K +5 +0.2%
PFGIA
497
Patriot Financial Group Insurance Agency
Massachusetts
$634K +$24.7K +106 +4%
PIA
498
Pinion Investment Advisors
Kansas
$632K +$3.03K +13 +0.5%
KWAG
499
Kiely Wealth Advisory Group
North Carolina
$625K +$233 +1 +0%
EA
500
Evolution Advisers
Virginia
$623K

VOT Hedge Fund Activity: Q3 2024 in Review

901 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2024, worth a combined $8.99B — up 8.9% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VOT positions and 28 closed out — a net gain of 51 holders — while 349 added to existing stakes and 254 trimmed.

The largest buyer was Axiom Advisory, adding an estimated $72.7M. The largest seller was Strategic Financial Concepts, cutting an estimated $370M.

  • 901 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2024, up from 860 in Q2 2024.
  • Funds reported $8.99B of Vanguard Mid-Cap Growth ETF stock for Q3 2024, up 8.9% quarter-over-quarter.
  • 79 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2024 and 28 closed out, a net change of +51 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2024 was Axiom Advisory, an estimated $72.7M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $370M sold.

Based on aggregated 13F filings for Q3 2024.