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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
LFA
701
Legend Financial Advisors
Pennsylvania
$18.9K
CIA
702
Cascade Investment Advisors
Oregon
$18.1K +$17.8K +93 New
NC
703
NewSquare Capital
Pennsylvania
$17.5K +$6.13K +32 +55%
FMB
704
Field & Main Bank
Kentucky
$17.5K
SWA
705
Sutton Wealth Advisors
Florida
$17.4K
ME
706
McIlrath & Eck
Washington
$17.3K
GWANC
707
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.8K
TWD
708
True Wealth Design
Ohio
$16.6K
EWM
709
Evermay Wealth Management
Virginia
$16.2K +$15.9K +83 New
AIP
710
Ameritas Investment Partners
Nebraska
$15.8K
APC
711
Aspire Private Capital
North Carolina
$15.4K -$1.34K -7 -8%
HPC
712
HM Payson & Co
Maine
$15.2K +$14.9K +78 New
AWM
713
Angeles Wealth Management
California
$14K
SSB
714
Sandy Spring Bank
Maryland
$13.6K -$56.9K -297 -81%
PP
715
PFS Partners
New Jersey
$13.3K
CFFP
716
Center for Financial Planning
Michigan
$12.9K
FFA
717
Farther Finance Advisors
California
$12.5K +$191 +1 +2%
AAMA
718
Advanced Asset Management Advisors
Ohio
$11.1K +$5.17K +27 +90%
PAG
719
Paladin Advisory Group
Iowa
$11.1K +$10.9K +57 New
NIC
720
Northwest Investment Counselors
Oregon
$10.5K
CWM
721
CarsonAllaria Wealth Management
Illinois
$10K
PP
722
Pacifica Partners
Canada
$9.46K
PCFFS
723
Pacific Center for Financial Services
California
$9.36K +$9.19K +48 New
VNA
724
Valley National Advisers
Pennsylvania
$9K
BWL
725
Bogart Wealth LLC
Virginia
$8.77K

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.