We are live on ! Find out more
VOT icon

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
AWA
501
Arete Wealth Advisors
Illinois
$499K +$454K +2,271 New
KWAG
502
Kiely Wealth Advisory Group
North Carolina
$497K +$453K +2,267 New
SFS
503
Strategic Financial Services
New York
$496K
MCCA
504
Mill Creek Capital Advisors
Pennsylvania
$496K -$78K -390 -15%
SFG
505
Sovereign Financial Group
Connecticut
$496K +$452K +2,259 New
SWM
506
Spire Wealth Management
Virginia
$496K -$47K -235 -9%
RMCM
507
Reynders McVeigh Capital Management
Massachusetts
$492K +$5.8K +29 +1%
AF
508
Advisornet Financial
Minnesota
$492K +$37.8K +189 +9%
MFIM
509
Mesirow Financial Investment Management
Illinois
$488K +$444K +2,221 New
FLPIM
510
F.L. Putnam Investment Management
Massachusetts
$486K -$10.8K -54 -2%
PL
511
Plancorp LLC
Missouri
$485K
GIA
512
Gladstone Institutional Advisory
Florida
$483K -$6.6K -33 -1%
NP
513
NorthRock Partners
Minnesota
$475K +$20K +100 +5%
VCA
514
Verdence Capital Advisors
Maryland
$471K +$400 +2 +0.1%
TWM
515
Triton Wealth Management
Arizona
$469K -$27.6K -138 -6%
OCM
516
One Capital Management
California
$468K
CHAM
517
Clear Harbor Asset Management
Connecticut
$465K +$200 +1 +0%
WTC
518
WhitTier Trust Company
Nevada
$465K
PIA
519
Powell Investment Advisors
Florida
$463K
1WM
520
1900 Wealth Management
Texas
$462K -$7K -35 -2%
EL
521
EWA LLC
Pennsylvania
$462K +$1K +5 +0.2%
BBHC
522
Brown Brothers Harriman & Co
New York
$460K +$200K +1,000 +91%
IAN
523
Integrated Advisors Network
Texas
$459K +$45.8K +229 +12%
WA
524
WP Advisors
California
$456K +$1.2K +6 +0.3%
HIP
525
HUB Investment Partners
Texas
$456K +$42.4K +212 +11%

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.