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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
SAM
626
S.A. Mason
Michigan
$251K +$13.2K +66 +6%
SCA
627
Scott Capital Advisors
Oregon
$251K +$200 +1 +0.1%
MW
628
MBL Wealth
North Carolina
$250K -$15K -75 -6%
Franklin Resources
629
Franklin Resources
California
$250K
WG
630
Welch Group
Alabama
$250K +$228K +1,138 New
SW
631
SVB Wealth
Massachusetts
$249K +$227K +1,135 New
AA
632
Argent Advisors
Louisiana
$246K
GCM
633
Gallacher Capital Management
Colorado
$244K
SDWMA
634
Schneider Downs Wealth Management Advisors
Pennsylvania
$243K
HNWAG
635
High Net Worth Advisory Group
Florida
$242K
LA
636
Legacy Advisors
Pennsylvania
$242K +$220K +1,100 New
KFGK
637
Keystone Financial Group (Kentucky)
Kentucky
$241K -$7K -35 -3%
CCM
638
Coldstream Capital Management
Washington
$241K
CT
639
Caldwell Trust
Florida
$240K -$13.6K -68 -6%
LA
640
Lifeworks Advisors
Michigan
$240K +$219K +1,093 New
PP
641
PrairieView Partners
Minnesota
$236K
TFS
642
Thoroughbred Financial Services
Tennessee
$232K +$212K +1,058 New
SW
643
SkyOak Wealth
Michigan
$232K -$42.8K -214 -17%
APW
644
Aurora Private Wealth
New Jersey
$231K +$210K +1,050 New
LFG
645
Larson Financial Group
Missouri
$230K -$15.6K -78 -7%
CSB
646
City State Bank
Iowa
$230K
CAG
647
Csenge Advisory Group
Florida
$230K +$209K +1,047 New
BFS
648
Bare Financial Services
Pennsylvania
$229K +$209K +1,045 New
SPC
649
Sigma Planning Corp
Michigan
$229K -$871K -4,357 -81%
LWA
650
LWS Wealth Advisors
New Jersey
$229K +$400 +2 +0.2%

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.