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Vanguard Mid-Cap Growth ETF

745 hedge funds and large institutions have $6.15B invested in Vanguard Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 271 increasing their positions, 239 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

395% more call options, than puts

Call options by funds: $6.41M | Put options by funds: $1.3M

18% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 51

13% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 239

11% more capital invested

Capital invested by funds: $5.55B → $6.15B (+$607M)

3.08% more ownership

Funds ownership: 55.32%58.39% (+3.1%)

0% less funds holding

Funds holding: 746745 (-1)

5% less funds holding in top 10

Funds holding in top 10: 4038 (-2)

Holders
745
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.7%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.6%
New
60
Increased
271
Reduced
239
Closed
51
Calls
$6.41M
Puts
$1.3M
Net Calls
+$5.11M
Net Calls Change
+$8.18M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
626
BlackRock
New York
$129K +$14K +72 +13%
BWM
627
Baystate Wealth Management
Massachusetts
$128K +$194 +1 +0.2%
EWP
628
Elevation Wealth Partners
California
$127K
OC
629
Oakworth Capital
Alabama
$126K +$4.84K +25 +4%
AWA
630
Alaska Wealth Advisors
Alaska
$125K -$4.65K -24 -4%
CI
631
Cordant Inc
Oregon
$124K
GJIA
632
Glass Jacobson Investment Advisors
Maryland
$124K +$116K +600 New
Citadel Advisors
633
Citadel Advisors
Florida
$119K -$1.23M -6,363 -92%
PCMC
634
Private Capital Management (Colorado)
Colorado
$117K +$194 +1 +0.2%
SFG
635
Steward Financial Group
Texas
$113K +$107K +551 New
IBOK
636
Independence Bank of Kentucky
Kentucky
$109K
IHWM
637
Iron Horse Wealth Management
Iowa
$107K -$39.9K -206 -28%
KFI
638
Key Financial Inc
Pennsylvania
$107K
PC
639
Pecaut & Co
Iowa
$105K -$7.75K -40 -7%
AIM
640
Arcadia Investment Management
Michigan
$105K
OHWP
641
Oak Harbor Wealth Partners
North Carolina
$99.6K
BC
642
Bartlett & Co
Ohio
$99K
BCWM
643
Bartlett & Co Wealth Management
Ohio
$99K
SC
644
SouthState Corp
Florida
$96.7K -$500K -2,582 -85%
CFGS
645
Concourse Financial Group Securities
Alabama
$96.7K -$77.5K -400 -46%
RWB
646
RMR Wealth Builders
New Jersey
$92.4K +$13.3M +68,424 New
BSB
647
Bangor Savings Bank
Maine
$90.5K
DI
648
Disciplined Investments
Oklahoma
$90.5K
PA
649
Parallel Advisors
California
$86.7K +$194 +1 +0.2%
MCM
650
MV Capital Management
Maryland
$86.6K

VOT Hedge Fund Activity: Q2 2023 in Review

745 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2023, worth a combined $6.15B — up 11% from $5.55B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VOT positions and 51 closed out — a net gain of 9 holders — while 271 added to existing stakes and 239 trimmed.

The largest buyer was Bishop & Co Investment Management, adding an estimated $252M. The largest seller was Wellington Management Group, exiting entirely with an estimated $67.2M sold.

  • 745 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2023, down from 746 in Q1 2023.
  • Funds reported $6.15B of Vanguard Mid-Cap Growth ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 60 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2023 and 51 closed out, a net change of +9 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2023 was Bishop & Co Investment Management, an estimated $252M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q2 2023 was Wellington Management Group, an estimated $67.2M sold.

Based on aggregated 13F filings for Q2 2023.