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Vanguard Mid-Cap Growth ETF

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: 860901 (+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: 4137 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
126
Brophy Wealth Management
New Hampshire
$6.83M +$6.54M +28,066 New
MFG
127
Merit Financial Group
Georgia
$6.76M +$86.4K +371 +1%
3F
128
360 Financial
Minnesota
$6.75M +$51.7K +222 +0.8%
TFA
129
Transamerica Financial Advisors
Florida
$6.74M +$943K +4,048 +17%
ES
130
Eagle Strategies
New York
$6.73M +$124K +531 +2%
Corient Private Wealth
131
Corient Private Wealth
Florida
$6.66M -$166K -712 -3%
JFG
132
JMG Financial Group
Illinois
$6.62M -$199K -856 -3%
ONB
133
Old National Bancorp
Indiana
$6.54M +$583K +2,505 +10%
CWM
134
Cranbrook Wealth Management
Michigan
$6.45M -$49.4K -212 -0.8%
HAFS
135
Hapanowicz & Associates Financial Services
Pennsylvania
$6.42M -$3.51M -15,077 -36%
AA
136
Aufman Associates
Pennsylvania
$6.42M -$41.7K -179 -0.7%
MCM
137
MAI Capital Management
Ohio
$6.38M -$18.4K -79 -0.3%
VVP
138
Venture Visionary Partners
Ohio
$6.36M +$78.2K +336 +1%
RIA
139
Regal Investment Advisors
Michigan
$6.36M +$130K +559 +2%
SC
140
Swan Capital
Florida
$6.36M -$2.89M -12,407 -32%
PWM
141
Provident Wealth Management
Tennessee
$6.33M +$358K +1,537 +6%
APP
142
Avantax Planning Partners
Iowa
$6.14M -$1.74M -7,462 -23%
CI
143
CX Institutional
Indiana
$6.11M +$1M +4,305 +21%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$5.86M -$291K -1,251 -5%
SA
145
Sanctuary Advisors
Indiana
$5.75M +$344K +1,477 +7%
RFA
146
RTD Financial Advisors
Pennsylvania
$5.68M -$79.6K -342 -1%
MNBTD
147
Moody National Bank Trust Division
Texas
$5.65M +$502K +2,156 +10%
LIM
148
Leavell Investment Management
Alabama
$5.63M +$92K +395 +2%
FMTCOCP
149
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.6M +$113K +486 +2%
BF
150
BOK Financial
Oklahoma
$5.57M +$1.16K +5 +0%

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.