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Vanguard Mid-Cap Growth ETF

901 hedge funds and large institutions have $8.99B invested in Vanguard Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 349 increasing their positions, 254 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more call options, than puts

Call options by funds: $6.5M | Put options by funds: $1.29M

182% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 28

37% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 254

9% more capital invested

Capital invested by funds: $8.26B → $8.99B (+$733M)

5% more funds holding

Funds holding: 860901 (+41)

1.3% less ownership

Funds ownership: 65.1%63.8% (-1.3%)

10% less funds holding in top 10

Funds holding in top 10: 4137 (-4)

Holders
901
Holders Change
+41
Holders Change %
+4.77%
% of All Funds
12.94%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.53%
New
79
Increased
349
Reduced
254
Closed
28
Calls
$6.5M
Puts
$1.29M
Net Calls
+$5.21M
Net Calls Change
+$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
576
Aspiriant LLC
California
$445K
RMDI
577
R.M. Davis Inc
Maine
$434K
HI
578
Horizon Investments
North Carolina
$434K +$97.8K +420 +31%
MA
579
MCF Advisors
Kentucky
$434K
SC
580
Sierra Capital
Florida
$433K -$307K -1,317 -43%
NEWAS
581
N.E.W. Advisory Services
Wisconsin
$428K -$5.12K -22 -1%
KCM
582
Kennicott Capital Management
California
$423K
KA
583
Klingman & Associates
New York
$420K -$59.1K -254 -13%
CAM
584
Congress Asset Management
Massachusetts
$419K +$172K +738 +75%
TPW
585
Talon Private Wealth
Florida
$418K +$400K +1,718 New
SWM
586
Silverlake Wealth Management
Vermont
$415K +$111K +478 +39%
SB
587
Strategic Blueprint
Georgia
$414K -$27.7K -119 -7%
AF
588
Advisornet Financial
Minnesota
$414K -$35.6K -153 -8%
RFS
589
Richardson Financial Services
Massachusetts
$413K
IFWM
590
Institute for Wealth Management
Colorado
$409K
LNWWM
591
Laird Norton Wetherby Wealth Management
California
$409K
UF
592
Univest Financial
Pennsylvania
$403K +$385K +1,654 New
CA
593
Continuum Advisory
Idaho
$400K +$12.6K +54 +4%
UAG
594
United Advisor Group
Ohio
$397K +$380K +1,632 New
FTDI
595
First Trust Direct Indexing
Massachusetts
$397K +$2.1K +9 +0.6%
IF
596
Ironwood Financial
Arizona
$396K +$379K +1,627 New
IAA
597
Independence Asset Advisors
Pennsylvania
$396K +$1.4K +6 +0.4%
VBWMG
598
Von Berge Wealth Management Group
California
$394K -$4.66K -20 -1%
HSBC Holdings
599
HSBC Holdings
United Kingdom
$392K -$394K -1,692 -51%
PSF
600
Pacific Sun Financial
California
$387K +$2.33K +10 +0.6%

VOT Hedge Fund Activity: Q3 2024 in Review

901 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2024, worth a combined $8.99B — up 8.9% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VOT positions and 28 closed out — a net gain of 51 holders — while 349 added to existing stakes and 254 trimmed.

The largest buyer was Axiom Advisory, adding an estimated $72.7M. The largest seller was Strategic Financial Concepts, cutting an estimated $370M.

  • 901 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2024, up from 860 in Q2 2024.
  • Funds reported $8.99B of Vanguard Mid-Cap Growth ETF stock for Q3 2024, up 8.9% quarter-over-quarter.
  • 79 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2024 and 28 closed out, a net change of +51 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2024 was Axiom Advisory, an estimated $72.7M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $370M sold.

Based on aggregated 13F filings for Q3 2024.