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Vanguard Mid-Cap Growth ETF

901 hedge funds and large institutions have $8.99B invested in Vanguard Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 349 increasing their positions, 254 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more call options, than puts

Call options by funds: $6.5M | Put options by funds: $1.29M

182% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 28

37% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 254

9% more capital invested

Capital invested by funds: $8.26B → $8.99B (+$733M)

5% more funds holding

Funds holding: 860901 (+41)

1.3% less ownership

Funds ownership: 65.1%63.8% (-1.3%)

10% less funds holding in top 10

Funds holding in top 10: 4137 (-4)

Holders
901
Holders Change
+41
Holders Change %
+4.77%
% of All Funds
12.94%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.53%
New
79
Increased
349
Reduced
254
Closed
28
Calls
$6.5M
Puts
$1.29M
Net Calls
+$5.21M
Net Calls Change
+$2.59M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
776
FSA Wealth Management
Massachusetts
$121K +$116K +497 New
MA
777
Montag & Associates
Georgia
$121K
OHWP
778
Oak Harbor Wealth Partners
North Carolina
$118K
OW
779
Olistico Wealth
Oklahoma
$116K
Russell Investments Group
780
Russell Investments Group
United Kingdom
$116K +$38K +163 +52%
CWP
781
Concord Wealth Partners
Virginia
$114K +$53.6K +230 +96%
CA
782
Crewe Advisors
Utah
$110K
BSB
783
Bangor Savings Bank
Maine
$107K
JIP
784
Jaffetilchin Investment Partners
Florida
$99.4K +$95K +408 New
IBOK
785
Independence Bank of Kentucky
Kentucky
$99.3K -$72.2K -310 -43%
PA
786
PSI Advisors
Florida
$97.4K
FFA
787
Frazier Financial Advisors
Ohio
$97.1K
MCM
788
MV Capital Management
Maryland
$95.2K -$6.99K -30 -7%
OFG
789
Oxford Financial Group
Indiana
$94K
NSIM
790
North Star Investment Management
Illinois
$90.1K
SSB
791
Sandy Spring Bank
Maryland
$87.6K -$2.33K -10 -3%
NFA
792
Northwest Financial Advisors
Virginia
$81.1K +$77.5K +333 New
TCOV
793
Trust Company of Vermont
Vermont
$81.1K
DSC
794
Duncker Streett & Co
Missouri
$80.3K
HWA
795
Heritage Wealth Advisors
Virginia
$80.1K
ETC
796
Exchange Traded Concepts
Oklahoma
$78.9K +$75.5K +324 New
CAS
797
Coppell Advisory Solutions
Texas
$75.5K -$136K -586 -65%
ACA
798
Aptus Capital Advisors
Alabama
$72.3K +$44.7K +192 +183%
CAM
799
Creekmur Asset Management
Illinois
$71.8K
LCM
800
Logan Capital Management
Pennsylvania
$71.3K

VOT Hedge Fund Activity: Q3 2024 in Review

901 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2024, worth a combined $8.99B — up 8.9% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VOT positions and 28 closed out — a net gain of 51 holders — while 349 added to existing stakes and 254 trimmed.

The largest buyer was Axiom Advisory, adding an estimated $72.7M. The largest seller was Strategic Financial Concepts, cutting an estimated $370M.

  • 901 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2024, up from 860 in Q2 2024.
  • Funds reported $8.99B of Vanguard Mid-Cap Growth ETF stock for Q3 2024, up 8.9% quarter-over-quarter.
  • 79 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2024 and 28 closed out, a net change of +51 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2024 was Axiom Advisory, an estimated $72.7M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $370M sold.

Based on aggregated 13F filings for Q3 2024.