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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
CSPIA
151
Cary Street Partners Investment Advisory
Virginia
$5.55M +$2.21M +9,484 +71%
EWM
152
Empirical Wealth Management
Washington
$5.5M +$2.97M +12,744 +129%
PCG
153
Prosperity Consulting Group
Maryland
$5.46M +$5.22M +22,434 New
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$5.37M -$121K -520 -2%
MWM
155
Marietta Wealth Management
Georgia
$5.37M +$157K +674 +3%
SI
156
Stephens Inc
Arkansas
$5.32M -$254K -1,089 -5%
MWM
157
Meridian Wealth Management
Kentucky
$5.26M +$5.03M +21,614 New
CIBC Private Wealth Group
158
CIBC Private Wealth Group
Georgia
$5.24M +$502K +2,156 +11%
TYCC
159
Texas Yale Capital Corp
Florida
$5.2M -$466 -2 -0%
CFGS
160
Concourse Financial Group Securities
Alabama
$5.19M +$384K +1,649 +8%
AMG
161
Asset Management Group
Connecticut
$5.14M +$162K +695 +3%
HA
162
HFG Advisors
Ohio
$5.06M +$67.1K +288 +1%
HWM
163
HRC Wealth Management
Idaho
$5.02M +$125K +537 +3%
AIA
164
Ally Invest Advisors
North Carolina
$4.98M +$2.65M +11,365 +125%
TC
165
Tenret Company
Florida
$4.96M +$224K +961 +5%
ITC
166
Inspire Trust Company
Nevada
$4.92M +$629K +2,700 +15%
TNBTD
167
Trustmark National Bank Trust Department
Mississippi
$4.9M -$29.1K -125 -0.6%
TA
168
TFB Advisors
Kansas
$4.85M +$38.7K +166 +0.8%
EA
169
Eclectic Associates
California
$4.82M +$31K +133 +0.7%
NL
170
NWAM LLC
Washington
$4.78M +$4.57M +19,620 New
HIA
171
Harbor Investment Advisory
Maryland
$4.74M +$6.52K +28 +0.1%
FC
172
Fusion Capital
South Carolina
$4.72M +$130K +559 +3%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$4.68M -$119K -513 -3%
MFWP
174
Mosaic Family Wealth Partners
Missouri
$4.6M -$41K -176 -0.9%
CG
175
Caprock Group
Idaho
$4.58M -$344K -1,476 -7%

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.