We are live on ! Find out more
VOT icon

Vanguard Mid-Cap Growth ETF

746 hedge funds and large institutions have $5.55B invested in Vanguard Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 234 increasing their positions, 275 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 3240 (+8)

9% more capital invested

Capital invested by funds: $5.1B → $5.55B (+$448M)

2% more funds holding

Funds holding: 728746 (+18)

0.51% more ownership

Funds ownership: 54.81%55.32% (+0.51%)

15% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 275

47% less call options, than puts

Call options by funds: $3.45M | Put options by funds: $6.52M

Holders
746
Holders Change
+18
Holders Change %
+2.47%
% of All Funds
11.89%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
0.64%
New
78
Increased
234
Reduced
275
Closed
39
Calls
$3.45M
Puts
$6.52M
Net Calls
-$3.07M
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$400M -$6.65M -34,718 -2%
AssetMark Inc
2
AssetMark Inc
California
$353M +$3.65M +19,060 +1%
Bank of America
3
Bank of America
North Carolina
$348M -$5.63M -29,394 -2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$292M -$3.72M -19,411 -1%
UBS Group
5
UBS Group
Switzerland
$253M +$2.12M +11,051 +0.9%
Wells Fargo
6
Wells Fargo
California
$245M +$7.48M +39,082 +3%
TI
7
Truepoint Inc
Ohio
$199M -$1.61M -8,400 -0.8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$188M -$7.66K -40 -0%
TF
9
TIAA FSB
Florida
$175M +$406K +2,123 +0.2%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$139M -$3.56M -18,610 -3%
LPL Financial
11
LPL Financial
California
$101M +$781K +4,080 +0.8%
SGAM
12
Stephens Group Asset Management
Arkansas
$87.6M +$4.79K +25 +0%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$87.6M -$1.49M -7,800 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$85.6M +$547K +2,858 +0.7%
Stifel Financial
15
Stifel Financial
Missouri
$82.2M -$3.87M -20,216 -5%
WA
16
Waverly Advisors
Alabama
$71.4M -$2.26M -11,781 -3%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$67.2M +$66M +344,638 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$65.2M -$2.09M -10,931 -3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$63M -$2.27M -11,881 -4%
OWM
20
Orgel Wealth Management
Wisconsin
$56M +$2.12M +11,068 +4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$53.5M +$3.71M +19,389 +8%
Truist Financial
22
Truist Financial
North Carolina
$51.7M -$950K -4,961 -2%
Ameriprise
23
Ameriprise
Minnesota
$49M -$4.11M -21,485 -8%
TC
24
Trust Company
Kansas
$46.7M +$3.48M +18,192 +8%
MGIA
25
Moneta Group Investment Advisors
Missouri
$44.7M +$11.8M +61,500 +37%

VOT Hedge Fund Activity: Q1 2023 in Review

746 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q1 2023, worth a combined $5.55B — up 8.8% 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 234 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.

  • 746 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q1 2023, up from 728 in Q4 2022.
  • Funds reported $5.55B of Vanguard Mid-Cap Growth ETF stock for Q1 2023, up 8.8% quarter-over-quarter.
  • 78 funds opened new Vanguard Mid-Cap Growth ETF positions in Q1 2023 and 39 closed out, a net change of +39 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q1 2023 was Wellington Management Group, an estimated $66M added.
  • The largest Vanguard 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.