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Vanguard Mid-Cap Growth ETF
VOT

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: 860 → 901 (+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: 41 → 37 (-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

Top Buyers

Rank Fund Capital Flow
1
AA
Axiom Advisory
California
+$72.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$72.5M
3
EWA
EP Wealth Advisors
California
+$46M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$34.2M
5
AssetMark Inc
AssetMark Inc
California
+$24.7M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$370M
2
OWM
Orgel Wealth Management
Wisconsin
-$52.4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$38.7M
4
WIA
World Investment Advisors
California
-$14.5M
5
RIM
Redwood Investment Management
Arizona
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
876
HM Payson & Co
Maine
$9.01K +$8.62K +37 New
TCG
877
Transcendent Capital Group
Oklahoma
$8.54K +$8.15K +35 New
MFC
878
Morris Financial Concepts
South Carolina
$8.28K – – –
AEPWM
879
Atlantic Edge Private Wealth Management
Florida
$7.55K – – –
TAM
880
Tucker Asset Management
Colorado
$6.82K – – –
AA
881
Ancora Advisors
Ohio
$6.09K – – –
EFP
882
EnRich Financial Partners
Wisconsin
$5.11K +$4.89K +21 New
TCM
883
TruNorth Capital Management
Michigan
$4.63K – – –
WIM
884
Westside Investment Management
California
$4.33K – – –
MSG
885
Main Street Group
Virginia
$3.65K – – –
NL
886
NVWM LLC
Pennsylvania
$3.65K – – –
RCM
887
Richardson Capital Management
Wisconsin
$3.41K – – –
FFC
888
First Financial Corp
Indiana
$3.17K -$5.12K -22 -63%
NC
889
NewSquare Capital
Pennsylvania
$2.92K -$18.2K -78 -87%
FAM
890
Family Asset Management
South Carolina
$2.92K – – –
GTAM
891
Global Trust Asset Management
Florida
$2.52K – – –
SWM
892
Sugarloaf Wealth Management
Georgia
$2.44K +$2.33K +10 New
BOC
893
Bull Oak Capital
California
$2.19K +$2.1K +9 New
RFA
894
Register Financial Advisors
Georgia
$1.46K – – –
CPBTD
895
Central Pacific Bank - Trust Division
Hawaii
$1.22K – – –
AW
896
Avion Wealth
Texas
$1K – – –
GC
897
Gould Capital
Washington
$974 – – –
SIS
898
Sound Income Strategies
Florida
$730 -$2.33K -10 -77%
MTIC
899
Missouri Trust & Investment Company
Missouri
$243 +$233 +1 New
GWANC
900
Guardian Wealth Advisors (North Carolina)
North Carolina
$108 -$233 -1 Closed
34 35
36
37 38

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.