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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
CIA
651
Choate Investment Advisors
Massachusetts
$85.4K
PA
652
PSI Advisors
Florida
$82.3K
FPB
653
First PREMIER Bank
South Dakota
$82K +$58.1K +300 +316%
HWA
654
Heritage Wealth Advisors
Virginia
$81.5K
NSIM
655
North Star Investment Management
Illinois
$76.1K
S
656
SignatureFD
Georgia
$69.3K +$969 +5 +2%
TCOV
657
Trust Company of Vermont
Vermont
$68.5K
BEI
658
Benjamin Edwards Inc
Missouri
$64K +$775 +4 +1%
CB
659
Community Bank
New York
$63.6K
DSC
660
Duncker Streett & Co
Missouri
$61.7K -$38.8K -200 -40%
LCM
661
Logan Capital Management
Pennsylvania
$60.3K
RCM
662
Raleigh Capital Management
North Carolina
$54.9K +$51.7K +267 New
EWM
663
EPG Wealth Management
Georgia
$53.5K
Franklin Resources
664
Franklin Resources
California
$53.1K
CYG
665
Clean Yield Group
Vermont
$52.3K
BL
666
Balentine LLC
Georgia
$52.1K -$6.78K -35 -12%
GEA
667
Glen Eagle Advisors
New Jersey
$48.6K +$2.91K +15 +7%
VWM
668
Venturi Wealth Management
Texas
$47.5K
AIC
669
Archer Investment Corporation
Indiana
$47.1K -$28.5K -147 -39%
BC
670
Barrett & Company
Rhode Island
$46.1K
TIM
671
Tortoise Investment Management
New York
$45.1K
IGWM
672
ICA Group Wealth Management
Colorado
$44.9K
BWA
673
BDO Wealth Advisors
Florida
$44.8K
WP
674
WealthPLAN Partners
Nebraska
$43.2K
RDFA
675
Ritter Daniher Financial Advisory
Ohio
$41.2K

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.