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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
NAMNJ
126
NorthStar Asset Management (New Jersey)
New Jersey
$6.43M +$575K +2,565 +10%
AA
127
Advisory Alpha
Michigan
$6.4M +$2.82M +12,580 +86%
3F
128
360 Financial
Minnesota
$6.35M +$357K +1,595 +6%
AA
129
Aufman Associates
Pennsylvania
$6.28M +$43.9K +196 +0.7%
CWM
130
Cranbrook Wealth Management
Michigan
$6.24M -$102K -457 -2%
MCM
131
MAI Capital Management
Ohio
$6.19M +$285K +1,273 +5%
Baird Financial Group
132
Baird Financial Group
Wisconsin
$6.12M +$1.67M +7,441 +40%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$6.08M +$431K +1,925 +8%
RIA
134
Regal Investment Advisors
Michigan
$5.98M -$68.3K -305 -1%
VVP
135
Venture Visionary Partners
Ohio
$5.95M +$772K +3,448 +16%
ONB
136
Old National Bancorp
Indiana
$5.91M +$69K +308 +1%
RFA
137
RTD Financial Advisors
Pennsylvania
$5.62M -$37.6K -168 -0.7%
MAM
138
MMA Asset Management
Pennsylvania
$5.58M +$1.81M +8,064 +49%
TFA
139
Transamerica Financial Advisors
Florida
$5.58M +$5.3M +23,641 New
Citigroup
140
Citigroup
New York
$5.55M +$3.45M +15,417 +190%
PWM
141
Provident Wealth Management
Tennessee
$5.43M -$15.2K -68 -0.3%
SI
142
Stephens Inc
Arkansas
$5.36M +$128K +572 +3%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$5.35M +$2.04M +9,092 +67%
BF
144
BOK Financial
Oklahoma
$5.26M +$1.29M +5,771 +35%
FMTCOCP
145
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.25M +$573K +2,559 +13%
LIM
146
Leavell Investment Management
Alabama
$5.25M +$418K +1,867 +9%
PWM
147
Perigon Wealth Management
California
$5.2M +$220K +984 +5%
TYCC
148
Texas Yale Capital Corp
Florida
$5.05M +$224 +1 +0%
CTC
149
Central Trust Company
Missouri
$5M -$98.1K -438 -2%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$4.96M -$195K -869 -4%

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.