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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
PWMG
826
Prestige Wealth Management Group
New Jersey
$16K +$224 +1 +1%
ACA
827
American Capital Advisory
Idaho
$15.6K +$17.9K +80 New
LFA
828
Legend Financial Advisors
Pennsylvania
$15.6K
WIA
829
Wetzel Investment Advisors
Indiana
$13.7K
PAG
830
Paladin Advisory Group
Iowa
$13.4K
NIC
831
Northwest Investment Counselors
Oregon
$12.7K +$12.1K +54 New
CWM
832
CarsonAllaria Wealth Management
Illinois
$12.2K
DWS
833
Dynamic Wealth Strategies
California
$12K
CFFP
834
Center for Financial Planning
Michigan
$11.8K
PCFFS
835
Pacific Center for Financial Services
California
$11.3K
SIS
836
Sound Income Strategies
Florida
$11.1K -$9.41K -42 -47%
BWL
837
Bogart Wealth LLC
Virginia
$10.6K
FDCP
838
Foster Dykema Cabot & Partners
Massachusetts
$10.4K +$9.86K +44 New
SC
839
Stephens Consulting
Michigan
$9.9K
AA
840
Ancora Advisors
Ohio
$9.67K +$8.06K +36 +720%
FPFS
841
First Personal Financial Services
North Carolina
$8.25K
MFC
842
Morris Financial Concepts
South Carolina
$8.02K
TSWM
843
Tyler-Stone Wealth Management
Ohio
$7.78K +$7.39K +33 New
PP
844
Pingora Partners
Wyoming
$7.54K +$7.17K +32 New
AEPWM
845
Atlantic Edge Private Wealth Management
Florida
$7.31K
GWSA
846
Global Wealth Strategies & Associates
Colorado
$7.07K +$6.72K +30 New
WWMSC
847
Wagner Wealth Management (South Carolina)
South Carolina
$6.84K
VL
848
Vima LLC
Michigan
$6.43K
CP
849
Castleview Partners
Texas
$5.42K
TAM
850
Tucker Asset Management
Colorado
$5.42K +$5.15K +23 New

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.