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Vanguard Mid-Cap Growth ETF
VOT

841 hedge funds and large institutions have $7.14B invested in Vanguard Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 285 increasing their positions, 255 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

446% more call options, than puts

Call options by funds: $6.11M | Put options by funds: $1.12M

261% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 38

21% more funds holding in top 10

Funds holding in top 10: 38 → 46 (+8)

21% more capital invested

Capital invested by funds: $5.91B → $7.14B (+$1.23B)

12% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 255

12% more funds holding

Funds holding: 754 → 841 (+87)

3.36% more ownership

Funds ownership: 56.96% → 60.32% (+3.4%)

Holders
841
Holders Change
+87
Holders Change %
+11.54%
% of All Funds
12.26%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.67%
New
137
Increased
285
Reduced
255
Closed
38
Calls
$6.11M
Puts
$1.12M
Net Calls
+$4.99M
Net Calls Change
-$1.26M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$444M
2
AssetMark Inc
AssetMark Inc
California
+$19.6M
3
WIA
World Investment Advisors
California
+$18.5M
4
Bank of America
Bank of America
North Carolina
+$14.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$13.8M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$54.5M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$45.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$44.8M
4
SIS
Strategic Investment Solutions
Illinois
-$19.5M
5
Charles Schwab
Charles Schwab
California
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
826
Castleview Partners
Texas
$5.05K +$4.6K +23 New
IPW
827
Impact Partnership Wealth
Georgia
$4.94K +$200 +1 +5%
FFC
828
First Financial Corp
Indiana
$4.83K -$8.6K -43 -66%
AFWM
829
Abich Financial Wealth Management
Virginia
$4.67K +$4.2K +21 New
CWAF
830
Core Wealth Advisors (Florida)
Florida
$4.4K +$4K +20 New
FFA
831
Founders Financial Alliance
North Carolina
$4.39K – – –
CMP
832
Coston McIsaac & Partners
Maine
$4K – – –
CIA
833
Cape Investment Advisory
Georgia
$3.51K -$137K -685 -98%
CWC
834
Carolinas Wealth Consulting
North Carolina
$3.51K – – –
FCAS
835
First Command Advisory Services
Texas
$3.29K – – –
NL
836
NVWM LLC
Pennsylvania
$3.29K – – –
GTAM
837
Global Trust Asset Management
Florida
$2.26K – – –
ITIM
838
Indiana Trust & Investment Management
Indiana
$2.2K – – –
LFA
839
Level Financial Advisors
New York
$2.14K – – –
FA
840
Financial Avengers
California
$1.54K – – –
AA
841
Ancora Advisors
Ohio
$1.1K +$1K +5 New
AW
842
Avion Wealth
Texas
$1K +$1K +5 New
Wellington Management Group
843
Wellington Management Group
Massachusetts
– -$54.5M -279,815 Closed
Charles Schwab
844
Charles Schwab
California
– -$13.7M -70,538 Closed
RWB
845
RMR Wealth Builders
New Jersey
– -$91.2K -68,424 Closed
FD
846
Financial Designs
California
– -$4.11M -21,115 Closed
KAS
847
KPP Advisory Services
Kentucky
– -$1.92M -9,842 Closed
OC
848
Oppenheimer & Co
New York
– -$1.16M -5,972 Closed
ACM
849
Absolute Capital Management
Pennsylvania
– -$688K -3,533 Closed
Legacy Financial Group (Iowa)
850
Legacy Financial Group (Iowa)
Iowa
– -$678K -3,479 Closed
32 33
34
35 36

VOT Hedge Fund Activity: Q4 2023 in Review

841 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2023, worth a combined $7.14B — up 21% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new VOT positions and 38 closed out — a net gain of 99 holders — while 285 added to existing stakes and 255 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $444M. The largest seller was Wellington Management Group, exiting entirely with an estimated $54.5M sold.

  • 841 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2023, up from 754 in Q3 2023.
  • Funds reported $7.14B of Vanguard Mid-Cap Growth ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 137 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2023 and 38 closed out, a net change of +99 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $444M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2023 was Wellington Management Group, an estimated $54.5M sold.

Based on aggregated 13F filings for Q4 2023.