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Vanguard Mid-Cap Growth ETF

746 hedge funds and large institutions have $5.55B invested in Vanguard Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 234 increasing their positions, 275 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 3240 (+8)

9% more capital invested

Capital invested by funds: $5.1B → $5.55B (+$448M)

2% more funds holding

Funds holding: 728746 (+18)

0.51% more ownership

Funds ownership: 54.81%55.32% (+0.51%)

15% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 275

47% less call options, than puts

Call options by funds: $3.45M | Put options by funds: $6.52M

Holders
746
Holders Change
+18
Holders Change %
+2.47%
% of All Funds
11.89%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.64%
New
78
Increased
234
Reduced
275
Closed
39
Calls
$3.45M
Puts
$6.52M
Net Calls
-$3.07M
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
651
Choate Investment Advisors
Massachusetts
$80.9K +$79.5K +415 New
MWC
652
MBM Wealth Consultants
Missouri
$78K
PA
653
PSI Advisors
Florida
$78K
HWA
654
Heritage Wealth Advisors
Virginia
$77.2K -$5.74K -30 -7%
Commonwealth Equity Services
655
Commonwealth Equity Services
Massachusetts
$74.6K +$592K +3,091 +0.8%
AIC
656
Archer Investment Corporation
Indiana
$73.3K
NSIM
657
North Star Investment Management
Illinois
$72.1K
TCOV
658
Trust Company of Vermont
Vermont
$64.9K
S
659
SignatureFD
Georgia
$64.6K +$766 +4 +1%
CB
660
Community Bank
New York
$60.2K
BEI
661
Benjamin Edwards Inc
Missouri
$60K -$12.3K -64 -17%
WT
662
Washington Trust
Rhode Island
$57.1K
LCM
663
Logan Capital Management
Pennsylvania
$57.1K -$731K -3,820 -93%
BL
664
Balentine LLC
Georgia
$56.1K +$55.1K +288 New
EWM
665
EPG Wealth Management
Georgia
$50.7K +$1.53K +8 +3%
Franklin Resources
666
Franklin Resources
California
$50.3K
CYG
667
Clean Yield Group
Vermont
$49.5K
VWM
668
Venturi Wealth Management
Texas
$45K +$44.2K +231 New
BC
669
Barrett & Company
Rhode Island
$43.7K
GEA
670
Glen Eagle Advisors
New Jersey
$43.3K +$4.02K +21 +10%
TIM
671
Tortoise Investment Management
New York
$42.7K
IGWM
672
ICA Group Wealth Management
Colorado
$42.5K
BWA
673
BDO Wealth Advisors
Florida
$42.4K
WP
674
WealthPLAN Partners
Nebraska
$40.9K +$40.2K +210 New
RDFA
675
Ritter Daniher Financial Advisory
Ohio
$39K

VOT Hedge Fund Activity: Q1 2023 in Review

746 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2023, worth a combined $5.55B — up 8.8% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new VOT positions and 39 closed out — a net gain of 39 holders — while 234 added to existing stakes and 275 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $66M. The largest seller was EP Wealth Advisors, cutting an estimated $50.4M.

  • 746 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2023, up from 728 in Q4 2022.
  • Funds reported $5.55B of Vanguard Mid-Cap Growth ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 78 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2023 and 39 closed out, a net change of +39 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2023 was Wellington Management Group, an estimated $66M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $50.4M sold.

Based on aggregated 13F filings for Q1 2023.