Vanguard Morningstar Mid-Cap Growth ETF
756 hedge funds and large institutions have $5.92B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 286 increasing their positions, 244 reducing their positions, and 42 closing their positions.
568% more call options, than puts
Call options by funds: $7.35M | Put options by funds: $1.1M
40% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 42
17% more repeat investments, than reductions
Existing positions increased: 286 | Existing positions reduced: 244
1% more funds holding
Funds holding: 747 → 756 (+9)
0.99% more ownership
Funds ownership: 55.96% → 56.95% (+0.99%)
0% more funds holding in top 10
Funds holding in top 10: 38 → 38 (0)
4% less capital invested
Capital invested by funds: $6.15B → $5.92B (-$230M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$59.9M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$57.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$25M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$23.8M |
| 5 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$49.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$16.9M |
| 3 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
-$16.2M |
| 4 |
EWM
Elevatus Welath Management
Victor,
New York
|
-$14.9M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$13.8M |
VOT Hedge Fund Activity: Q3 2023 in Review
756 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q3 2023, worth a combined $5.92B — down 3.7% from $6.15B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new VOT positions and 42 closed out — a net gain of 17 holders — while 286 added to existing stakes and 244 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $59.9M. The largest seller was Bank of America, cutting an estimated $49.1M.
- 756 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q3 2023, up from 747 in Q2 2023.
- Funds reported $5.92B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q3 2023, down 3.7% quarter-over-quarter.
- 59 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q3 2023 and 42 closed out, a net change of +17 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q3 2023 was EP Wealth Advisors, an estimated $59.9M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q3 2023 was Bank of America, an estimated $49.1M sold.
Based on aggregated 13F filings for Q3 2023.