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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
MSAM
526
Moloney Securities Asset Management
Missouri
$450K
GWM
527
Geneos Wealth Management
Colorado
$450K -$44.8K -224 -10%
WH
528
Willner & Heller
California
$448K +$408K +2,041 New
VPP
529
Vertex Planning Partners
Illinois
$447K +$100K +500 +33%
CAM
530
CPA Asset Management
Florida
$440K
FAT
531
First American Trust
California
$440K +$46.6K +233 +13%
SW
532
SteelPeak Wealth
California
$439K
GI
533
Gradient Investments
Minnesota
$439K +$140K +701 +54%
KWA
534
Kingswood Wealth Advisors
California
$430K +$391K +1,958 New
LA
535
LM Advisors
California
$428K +$390K +1,950 New
DP
536
Dearborn Partners
Illinois
$427K -$1K -5 -0.3%
WP
537
Wealthspan Partners
Iowa
$426K -$20K -100 -5%
FPIS
538
Financial Planning & Information Services
Wisconsin
$425K
WA
539
Wealthstream Advisors
New York
$403K
VRM
540
Vectors Research Management
New York
$403K -$27K -135 -7%
AIM
541
Anchor Investment Management
South Carolina
$402K +$21.4K +107 +6%
WSTAM
542
Wilbanks Smith & Thomas Asset Management
Virginia
$399K
KA
543
Klingman & Associates
New York
$398K
JCM
544
Jacobi Capital Management
Pennsylvania
$397K -$13.8K -69 -4%
MAG
545
Members Advisory Group
New York
$397K +$361K +1,806 New
ACS
546
Archford Capital Strategies
Illinois
$396K
Fisher Asset Management
547
Fisher Asset Management
Washington
$395K +$79.4K +397 +28%
MA
548
MCF Advisors
Kentucky
$391K
SG
549
StoneX Group
New York
$387K +$115K +573 +48%
GP
550
Girard Partners
Pennsylvania
$384K +$20.2K +101 +6%

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.