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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
FFA
601
Florida Financial Advisors
Florida
$356K +$338K +1,509 New
NAMP
602
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$354K
PIFP
603
Partners in Financial Planning
Virginia
$352K
CA
604
Continuum Advisory
Idaho
$350K -$463K -2,066 -58%
TAM
605
Townsend Asset Management
North Carolina
$349K +$448 +2 +0.1%
ACM
606
Allred Capital Management
Texas
$348K +$28.2K +126 +9%
HSBC Holdings
607
HSBC Holdings
United Kingdom
$346K
IFWM
608
Institute for Wealth Management
Colorado
$345K
LSPW
609
Lake Street Private Wealth
Illinois
$342K
EAM
610
Evanson Asset Management
California
$335K +$60.5K +270 +23%
OPPS
611
Obsidian Personal Planning Solutions
Maryland
$334K -$40.3K -180 -11%
NSAM
612
North Star Asset Management
Wisconsin
$332K
BBA
613
BLB&B Advisors
Pennsylvania
$327K -$5.6K -25 -2%
VA
614
Valmark Advisers
Ohio
$325K
WFA
615
Wells Financial Advisors
Massachusetts
$320K
OC
616
Oakworth Capital
Alabama
$312K +$165K +737 +125%
RH
617
RFG Holdings
Texas
$312K +$25.1K +112 +9%
WFA
618
WMG Financial Advisors
Tennessee
$310K +$34.3K +153 +13%
PIA
619
Pinion Investment Advisors
Kansas
$309K +$293K +1,310 New
RSS
620
Rosenblum Silverman Sutton
California
$308K +$293K +1,308 New
M&T Bank
621
M&T Bank
New York
$306K
NB
622
Northwest Bancshares
Pennsylvania
$305K -$30.2K -135 -9%
ECM
623
Evergreen Capital Management
Washington
$300K
HCM
624
Howland Capital Management
Massachusetts
$300K +$11.2K +50 +4%
ZF
625
Zhang Financial
Michigan
$298K +$224 +1 +0.1%

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.