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Vanguard Mid-Cap Growth ETF
VOT

745 hedge funds and large institutions have $6.15B invested in Vanguard Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 271 increasing their positions, 239 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

395% more call options, than puts

Call options by funds: $6.41M | Put options by funds: $1.3M

18% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 51

13% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 239

11% more capital invested

Capital invested by funds: $5.55B → $6.15B (+$607M)

3.08% more ownership

Funds ownership: 55.32% → 58.39% (+3.1%)

0% less funds holding

Funds holding: 746 → 745 (-1)

5% less funds holding in top 10

Funds holding in top 10: 40 → 38 (-2)

Holders
745
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
11.7%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.6%
New
60
Increased
271
Reduced
239
Closed
51
Calls
$6.41M
Puts
$1.3M
Net Calls
+$5.11M
Net Calls Change
+$8.18M

Top Buyers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
+$252M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$65.2M
3
PLFA
Pacific Life Fund Advisors
California
+$57.4M
4
Bank of America
Bank of America
North Carolina
+$45.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$67.2M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$65.6M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$8.31M
4
WFM
Wolff Financial Management
Michigan
-$7.09M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$5.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$449M +$25.3M +130,394 +6%
Bank of America
2
Bank of America
North Carolina
$416M +$45.5M +234,739 +13%
AssetMark Inc
3
AssetMark Inc
California
$383M +$9.22M +47,566 +3%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$306M -$2.43M -12,552 -0.8%
Wells Fargo
5
Wells Fargo
California
$264M +$5.21M +26,879 +2%
UBS Group
6
UBS Group
Switzerland
$262M -$4.01M -20,707 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$230M +$29M +149,555 +15%
TI
8
Truepoint Inc
Ohio
$210M -$120K -617 -0.1%
TF
9
TIAA FSB
Florida
$193M +$7.29M +37,614 +4%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$137M -$8.31M -42,901 -6%
LPL Financial
11
LPL Financial
California
$127M +$19.7M +101,451 +20%
SGAM
12
Stephens Group Asset Management
Arkansas
$105M +$11.8M +61,029 +14%
Stifel Financial
13
Stifel Financial
Missouri
$102M +$14M +72,304 +17%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$97.6M +$65.2M +336,605 +241%
Osaic Holdings
15
Osaic Holdings
Arizona
$90.6M +$126K +650 +0.1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$79.4M +$580K +2,992 +0.8%
EWA
17
EP Wealth Advisors
California
$76.8M +$15.5M +80,098 +250%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$72.5M +$3.46M +17,848 +5%
WA
19
Waverly Advisors
Alabama
$71.4M -$3.68M -19,013 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$66.7M +$9.66M +49,868 +18%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$63.1M -$3.17M -16,364 -5%
OWM
22
Orgel Wealth Management
Wisconsin
$62.1M +$2.76M +14,264 +5%
PLFA
23
Pacific Life Fund Advisors
California
$60.9M +$57.4M +296,124 New
Ameriprise
24
Ameriprise
Minnesota
$60M +$7.63M +39,349 +16%
MGIA
25
Moneta Group Investment Advisors
Missouri
$53.4M +$5.85M +30,195 +13%
1
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VOT Hedge Fund Activity: Q2 2023 in Review

745 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q2 2023, worth a combined $6.15B — up 11% from $5.55B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new VOT positions and 51 closed out — a net gain of 9 holders — while 271 added to existing stakes and 239 trimmed.

The largest buyer was Bishop & Co Investment Management, adding an estimated $252M. The largest seller was Wellington Management Group, exiting entirely with an estimated $67.2M sold.

  • 745 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q2 2023, down from 746 in Q1 2023.
  • Funds reported $6.15B of Vanguard Mid-Cap Growth ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 60 funds opened new Vanguard Mid-Cap Growth ETF positions in Q2 2023 and 51 closed out, a net change of +9 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q2 2023 was Bishop & Co Investment Management, an estimated $252M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q2 2023 was Wellington Management Group, an estimated $67.2M sold.

Based on aggregated 13F filings for Q2 2023.