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Vanguard Mid-Cap Growth ETF

976 hedge funds and large institutions have $10.1B invested in Vanguard Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 334 increasing their positions, 287 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more call options, than puts

Call options by funds: $4.26M | Put options by funds: $609K

265% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 37

16% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 287

12% more capital invested

Capital invested by funds: $8.99B → $10.1B (+$1.07B)

11% more funds holding in top 10

Funds holding in top 10: 3741 (+4)

8% more funds holding

Funds holding: 901976 (+75)

3.61% less ownership

Funds ownership: 63.8%60.19% (-3.6%)

Holders
976
Holders Change
+75
Holders Change %
+8.32%
% of All Funds
12.86%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
0.54%
New
135
Increased
334
Reduced
287
Closed
37
Calls
$4.26M
Puts
$609K
Net Calls
+$3.65M
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
626
Institute for Wealth Management
Colorado
$427K +$257 +1 +0.1%
LNWWM
627
Laird Norton Wetherby Wealth Management
California
$426K
UF
628
Univest Financial
Pennsylvania
$420K +$515 +2 +0.1%
VBWMG
629
Von Berge Wealth Management Group
California
$418K +$257 +1 +0.1%
AF
630
Apollon Financial
South Carolina
$410K +$416K +1,615 New
HSBC Holdings
631
HSBC Holdings
United Kingdom
$409K
OPPS
632
Obsidian Personal Planning Solutions
Maryland
$404K
PSF
633
Pacific Sun Financial
California
$403K
NSAM
634
North Star Asset Management
Wisconsin
$402K +$59.2K +230 +17%
BFG
635
Beacon Financial Group
Texas
$399K
HI
636
Horizon Investments
North Carolina
$397K -$55.9K -217 -12%
ACM
637
Allred Capital Management
Texas
$392K +$1.03K +4 +0.3%
RIS
638
Richmond Investment Services
Wisconsin
$389K +$394K +1,531 New
JGIA
639
Jackson Grant Investment Advisers
Connecticut
$388K +$772 +3 +0.2%
EWA
640
Exencial Wealth Advisors
Oklahoma
$386K -$3.86K -15 -1%
IAMOG
641
Investors Asset Management of Georgia
Georgia
$385K +$6.43K +25 +2%
FSA
642
Fort Sheridan Advisors
Illinois
$384K +$44K +171 +13%
IDA
643
Intelligence Driven Advisers
California
$382K +$772 +3 +0.2%
CP
644
Creekside Partners
California
$381K +$772 +3 +0.2%
CSS
645
Cubist Systematic Strategies
Connecticut
$381K +$386K +1,501 New
NAMP
646
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$381K
HNWAG
647
High Net Worth Advisory Group
Florida
$381K +$154K +600 +67%
TCA
648
Transcend Capital Advisors
New Jersey
$380K +$257 +1 +0.1%
Empower Advisory Group
649
Empower Advisory Group
Colorado
$379K -$22.1K -86 -5%
SAI
650
Savvy Advisors Inc
New York
$375K +$380K +1,478 New

VOT Hedge Fund Activity: Q4 2024 in Review

976 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2024, worth a combined $10.1B — up 12% from $8.99B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new VOT positions and 37 closed out — a net gain of 98 holders — while 334 added to existing stakes and 287 trimmed.

The largest buyer was Connecticut Wealth Management, adding an estimated $189M. The largest seller was Money Design, exiting entirely with an estimated $47.4M sold.

  • 976 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2024, up from 901 in Q3 2024.
  • Funds reported $10.1B of Vanguard Mid-Cap Growth ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 135 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2024 and 37 closed out, a net change of +98 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2024 was Connecticut Wealth Management, an estimated $189M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2024 was Money Design, an estimated $47.4M sold.

Based on aggregated 13F filings for Q4 2024.