Vanguard Morningstar Mid-Cap Growth ETF
748 hedge funds and large institutions have $5.62B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 235 increasing their positions, 275 reducing their positions, and 39 closing their positions.
100% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 39
25% more funds holding in top 10
Funds holding in top 10: 32 → 40 (+8)
10% more capital invested
Capital invested by funds: $5.1B → $5.62B (+$523M)
2% more funds holding
Funds holding: 730 → 748 (+18)
0.51% more ownership
Funds ownership: 54.81% → 55.32% (+0.51%)
15% less repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 275
47% less call options, than puts
Call options by funds: $3.45M | Put options by funds: $6.52M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$66M |
| 2 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$11.8M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$11.6M |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$9.28M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$50.4M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$15M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$7.86M |
| 4 |
Bank of New York Mellon
New York
|
-$7.24M |
| 5 |
Morgan Stanley
New York
|
-$6.65M |
VOT Hedge Fund Activity: Q1 2023 in Review
748 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q1 2023, worth a combined $5.62B — up 10% from $5.1B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new VOT positions and 39 closed out — a net gain of 39 holders — while 235 added to existing stakes and 275 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $66M. The largest seller was EP Wealth Advisors, cutting an estimated $50.4M.
- 748 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q1 2023, up from 730 in Q4 2022.
- Funds reported $5.62B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q1 2023, up 10% quarter-over-quarter.
- 78 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q1 2023 and 39 closed out, a net change of +39 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q1 2023 was Wellington Management Group, an estimated $66M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $50.4M sold.
Based on aggregated 13F filings for Q1 2023.