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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
EWM
101
Elevatus Welath Management
New York
$9.09M +$402K +1,793 +5%
CWAG
102
Compton Wealth Advisory Group
Virginia
$8.98M +$655K +2,925 +8%
MPWT
103
MassMutual Private Wealth & Trust
Connecticut
$8.86M -$151K -676 -2%
HP
104
Hyperion Partners
Pennsylvania
$8.75M +$308K +1,375 +4%
SIA
105
Strategic Investment Advisors
Michigan
$8.58M -$13K -58 -0.2%
ALC
106
Alexander Labrunerie & Co
Missouri
$8.42M +$8M +35,705 New
RWP
107
RWA Wealth Partners
Massachusetts
$8.29M +$33.2K +148 +0.4%
AWM
108
Aprio Wealth Management
Georgia
$8.25M +$1.24M +5,517 +19%
SFG
109
Sage Financial Group
Pennsylvania
$8.24M +$2.46K +11 +0%
APP
110
Avantax Planning Partners
Iowa
$8.06M -$543K -2,422 -7%
SPIA
111
Steward Partners Investment Advisory
New York
$7.95M -$51.5K -230 -0.7%
CCA
112
Checchi Capital Advisers
California
$7.87M +$319K +1,422 +4%
SWA
113
SOA Wealth Advisors
New York
$7.83M -$89.8K -401 -1%
WFM
114
Wolff Financial Management
Michigan
$7.56M -$364K -1,623 -5%
IFG
115
Independent Financial Group
California
$7.54M +$4.8M +21,426 +203%
GB
116
Goepper Burkhardt
South Carolina
$7.52M -$411K -1,834 -5%
RW
117
Regimen Wealth
Georgia
$7.44M -$522K -2,329 -7%
PP
118
Prosperity Planning
Missouri
$7.4M +$217K +969 +3%
MFG
119
Merit Financial Group
Georgia
$7.35M +$28.9K +129 +0.4%
CA
120
Cetera Advisors
Colorado
$7.11M +$4.94M +22,049 +273%
AA
121
Addison Advisors
Vermont
$6.95M +$5.98M +26,677 +951%
PAI
122
Pittenger & Anderson Inc
Nebraska
$6.83M
Corient Private Wealth
123
Corient Private Wealth
Florida
$6.79M -$155K -692 -2%
JFG
124
JMG Financial Group
Illinois
$6.63M -$135K -604 -2%
FCI
125
Financial Counselors Inc
Kansas
$6.53M -$72.6K -324 -1%

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.