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Vanguard Mid-Cap Growth ETF

865 hedge funds and large institutions have $7.48B invested in Vanguard Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 297 increasing their positions, 284 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

795% more call options, than puts

Call options by funds: $7.8M | Put options by funds: $872K

85% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 47

3% more funds holding

Funds holding: 841865 (+24)

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

5% more capital invested

Capital invested by funds: $7.14B → $7.48B (+$344M)

5% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 284

3.43% less ownership

Funds ownership: 60.32%56.89% (-3.4%)

Holders
865
Holders Change
+24
Holders Change %
+2.85%
% of All Funds
12.46%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.68%
New
87
Increased
297
Reduced
284
Closed
47
Calls
$7.8M
Puts
$872K
Net Calls
+$6.93M
Net Calls Change
+$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
51
Wilmington Savings Fund Society
Delaware
$23M +$21.8M +97,417 New
Creative Planning
52
Creative Planning
Kansas
$21.6M -$711K -3,172 -3%
RA
53
Rodgers & Associates
Pennsylvania
$21.3M -$805K -3,593 -4%
Natixis Advisors
54
Natixis Advisors
Massachusetts
$21.3M +$371K +1,656 +2%
AA
55
Aire Advisors
California
$21M -$2.46K -11 -0%
BPA
56
Beacon Pointe Advisors
California
$20.6M -$679K -3,032 -3%
HighTower Advisors
57
HighTower Advisors
Illinois
$20.5M +$328K +1,463 +2%
CCM
58
Condor Capital Management
New Jersey
$20.4M +$661K +2,950 +4%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$18.6M +$2.51M +11,193 +17%
US Bancorp
60
US Bancorp
Minnesota
$18.5M +$866K +3,865 +5%
QAM
61
Q3 Asset Management
Michigan
$18.1M +$17.2M +76,826 New
BFEC
62
Benjamin F. Edwards & Company
Missouri
$18M -$103K -459 -0.6%
Betterment LLC
63
Betterment LLC
New York
$17.8M +$6.32M +28,190 +60%
BMCM
64
Bryn Mawr Capital Management
Pennsylvania
$17.7M +$1.51M +6,740 +10%
CFG
65
Clayton Financial Group
Missouri
$17M +$552K +2,463 +4%
IWC
66
Integrated Wealth Concepts
Massachusetts
$16M +$493K +2,200 +3%
PPW
67
Presilium Private Wealth
Pennsylvania
$15.2M +$70.1K +313 +0.5%
SC
68
Swan Capital
Florida
$14.8M -$1,000K -4,463 -7%
WANY
69
Wealthspire Advisors (New York)
New York
$14.7M -$686K -3,063 -5%
DIP
70
Davis Investment Partners
North Carolina
$14.4M -$600K -2,679 -4%
SF
71
Synovus Financial
Georgia
$14.3M +$136K +606 +1%
TWP
72
Total Wealth Planning
Ohio
$14.3M +$41.7K +186 +0.3%
SL
73
Systelligence LLC
Minnesota
$13.8M -$354K -1,582 -3%
CAN
74
Cetera Advisor Networks
California
$13.7M +$1.21M +5,423 +10%
FHA
75
First Horizon Advisors
Tennessee
$13.1M -$151K -673 -1%

VOT Hedge Fund Activity: Q1 2024 in Review

865 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2024, worth a combined $7.48B — up 4.8% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new VOT positions and 47 closed out — a net gain of 40 holders — while 297 added to existing stakes and 284 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $258M. The largest seller was Morgan Stanley, cutting an estimated $477M.

  • 865 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2024, up from 841 in Q4 2023.
  • Funds reported $7.48B of Vanguard Mid-Cap Growth ETF stock for Q1 2024, up 4.8% quarter-over-quarter.
  • 87 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2024 and 47 closed out, a net change of +40 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2024 was Royal Bank of Canada, an estimated $258M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $477M sold.

Based on aggregated 13F filings for Q1 2024.