Vanguard Mid-Cap Growth ETF
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$444M |
| 2 |
AssetMark Inc
Concord,
California
|
+$19.6M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$18.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$14.2M |
| 5 |
JP Morgan Chase
New York
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$54.5M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$45.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$44.8M |
| 4 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$19.5M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$13.7M |
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.