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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
KCM
551
Kennicott Capital Management
California
$382K
OPAM
552
Ocean Park Asset Management
California
$381K +$347K +1,734 New
HAS
553
HBW Advisory Services
California
$380K +$118K +588 +51%
DWT
554
Dorsey & Whitney Trust
South Dakota
$376K
Empower Advisory Group
555
Empower Advisory Group
Colorado
$374K -$7.4K -37 -2%
4WM
556
49 Wealth Management
Texas
$372K +$339K +1,696 New
NEWAS
557
N.E.W. Advisory Services
Wisconsin
$372K -$800 -4 -0.2%
AUB
558
Atlantic Union Bankshares
Virginia
$369K -$10K -50 -3%
LNWWM
559
Laird Norton Wetherby Wealth Management
California
$368K
OPPS
560
Obsidian Personal Planning Solutions
Maryland
$368K
SAM
561
Silvercrest Asset Management
New York
$366K +$19.8K +99 +6%
MWM
562
Mission Wealth Management
California
$366K +$333K +1,667 New
BFG
563
Beacon Financial Group
Texas
$362K +$329K +1,648 New
AIM
564
Acropolis Investment Management
Missouri
$358K +$40.6K +203 +14%
CAC
565
Certified Advisory Corp
Florida
$358K +$400 +2 +0.1%
MCCP
566
Mission Creek Capital Partners
California
$357K +$800 +4 +0.2%
MWA
567
Meridian Wealth Advisors
Texas
$356K
IAA
568
Independence Asset Advisors
Pennsylvania
$355K +$323K +1,617 New
OSAM
569
O'Shaughnessy Asset Management
Connecticut
$354K +$80.2K +401 +33%
DWMG
570
DB Wealth Management Group
California
$349K +$15.8K +79 +5%
VBWMG
571
Von Berge Wealth Management Group
California
$348K -$45.4K -227 -12%
PSF
572
Pacific Sun Financial
California
$347K +$1K +5 +0.3%
RA
573
RFG Advisory
Alabama
$346K -$1.14M -5,679 -78%
9WM
574
9258 Wealth Management
Ohio
$342K -$17.6K -88 -5%
PCIA
575
Prime Capital Investment Advisors
Kansas
$334K +$20.6K +103 +7%

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.