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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
MA
501
MCF Advisors
Kentucky
$347K
VIA
502
Vickerman Investment Advisors
Washington
$347K -$577K -3,014 -63%
FLA
503
Financial Life Advisors
Texas
$347K -$29.5K -154 -8%
CAC
504
Certified Advisory Corp
Florida
$346K -$84.2K -440 -20%
MW
505
MBL Wealth
North Carolina
$346K -$4.79K -25 -1%
VF
506
Virtu Financial
New York
$345K +$339K +1,769 New
NCM
507
Novare Capital Management
North Carolina
$344K
ACS
508
Archford Capital Strategies
Illinois
$343K
KCM
509
Kennicott Capital Management
California
$339K
AUB
510
Atlantic Union Bankshares
Virginia
$337K
DWT
511
Dorsey & Whitney Trust
South Dakota
$335K -$40.4K -211 -11%
OPPS
512
Obsidian Personal Planning Solutions
Maryland
$332K +$326K +1,702 New
MWM
513
Modera Wealth Management
New Jersey
$331K +$574 +3 +0.2%
PCA
514
Prosperity Capital Advisors
Ohio
$329K -$8.81K -46 -3%
CFO
515
Collective Family Office
Pennsylvania
$328K -$28.7K -150 -8%
SFS
516
Sowell Financial Services
Arkansas
$328K +$322K +1,682 New
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$327K
BAM
518
Belpointe Asset Management
Nevada
$327K -$7.85K -41 -2%
AT
519
American Trust
Kentucky
$325K +$2.87K +15 +1%
Empower Advisory Group
520
Empower Advisory Group
Colorado
$324K +$319K +1,667 New
TA
521
Trellis Advisors
Washington
$317K
MCCP
522
Mission Creek Capital Partners
California
$315K +$574 +3 +0.2%
SW
523
SkyOak Wealth
Michigan
$308K -$56.3K -294 -16%
BFS
524
Bradley Foster & Sargent
Connecticut
$303K
VPP
525
Vertex Planning Partners
Illinois
$300K +$24.9K +130 +9%

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.