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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
EA
501
Evolution Advisers
Virginia
$604K
SCM
502
Steele Capital Management
Iowa
$595K
SW
503
SteelPeak Wealth
California
$591K +$114K +507 +25%
GL
504
Graypoint LLC
New York
$590K -$13.2K -59 -2%
MWM
505
Mission Wealth Management
California
$584K +$182K +811 +49%
OFS
506
OneAscent Financial Services
Alabama
$582K +$345K +1,542 +167%
JFG
507
Jefferies Financial Group
New York
$581K -$81.8K -365 -13%
LNB
508
Ledyard National Bank
$581K
LRPA
509
L. Roy Papp & Associates
Arizona
$573K
TSW
510
Thompson Siegel & Walmsley
Virginia
$572K
SAM
511
Silvercrest Asset Management
New York
$569K +$167K +747 +45%
OPAM
512
Ocean Park Asset Management
California
$563K +$147K +655 +38%
OL
513
Owen LaRue
Kentucky
$560K +$217K +969 +69%
AUB
514
Atlantic Union Bankshares
Virginia
$550K +$147K +654 +39%
GIA
515
Gladstone Institutional Advisory
Florida
$549K +$29.3K +131 +6%
AllianceBernstein
516
AllianceBernstein
Tennessee
$547K -$148K -660 -22%
TWP
517
Tyche Wealth Partners
Texas
$544K
PB
518
Pinnacle Bancorp
Nebraska
$541K -$6.5K -29 -1%
SFS
519
Strategic Financial Services
New York
$538K +$4.48K +20 +0.9%
MIA
520
Milestone Investment Advisors
Wisconsin
$537K
MCCA
521
Mill Creek Capital Advisors
Pennsylvania
$533K
RMCM
522
Reynders McVeigh Capital Management
Massachusetts
$529K
TPA
523
Trivium Point Advisory
Connecticut
$527K +$500K +2,233 New
MFIM
524
Mesirow Financial Investment Management
Illinois
$524K +$672 +3 +0.1%
BAG
525
Bridgewealth Advisory Group
California
$524K -$52.6K -235 -10%

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.