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Vanguard Mid-Cap Growth ETF

841 hedge funds and large institutions have $7.14B invested in Vanguard Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 285 increasing their positions, 255 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

446% more call options, than puts

Call options by funds: $6.11M | Put options by funds: $1.12M

261% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 38

21% more funds holding in top 10

Funds holding in top 10: 3846 (+8)

21% more capital invested

Capital invested by funds: $5.91B → $7.14B (+$1.23B)

12% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 255

12% more funds holding

Funds holding: 754841 (+87)

3.36% more ownership

Funds ownership: 56.96%60.32% (+3.4%)

Holders
841
Holders Change
+87
Holders Change %
+11.54%
% of All Funds
12.26%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.67%
New
137
Increased
285
Reduced
255
Closed
38
Calls
$6.11M
Puts
$1.12M
Net Calls
+$4.99M
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$981M +$444M +2,222,826 +99%
AssetMark Inc
2
AssetMark Inc
California
$433M +$19.6M +98,144 +5%
Bank of America
3
Bank of America
North Carolina
$406M +$14.2M +70,881 +4%
Wells Fargo
4
Wells Fargo
California
$278M -$6.75M -33,767 -3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$270M -$45.8M -229,266 -16%
UBS Group
6
UBS Group
Switzerland
$261M -$591K -2,958 -0.2%
TI
7
Truepoint Inc
Ohio
$225M -$194K -968 -0.1%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$195M -$3.22M -16,111 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$191M -$44.8M -223,848 -20%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$144M +$5.6K +28 +0%
LPL Financial
11
LPL Financial
California
$130M -$8.3M -41,494 -7%
Osaic Holdings
12
Osaic Holdings
Arizona
$118M -$4.63M -23,152 -4%
Stifel Financial
13
Stifel Financial
Missouri
$109M -$166K -830 -0.2%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$108M -$679K -3,397 -0.7%
EWA
15
EP Wealth Advisors
California
$103M +$12.5M +62,398 +15%
SGAM
16
Stephens Group Asset Management
Arkansas
$97.3M +$2.37M +11,875 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$89.8M +$2.11M +10,570 +3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$87.4M +$6.15M +30,784 +8%
OWM
19
Orgel Wealth Management
Wisconsin
$77.5M +$9.14M +45,736 +15%
PLFA
20
Pacific Life Fund Advisors
California
$73.6M -$354K -1,772 -0.5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$73.1M +$2.09M +10,431 +3%
WA
22
Waverly Advisors
Alabama
$71.3M -$1.92M -9,591 -3%
Ameriprise
23
Ameriprise
Minnesota
$70.5M +$6.38M +31,887 +11%
MGIA
24
Moneta Group Investment Advisors
Missouri
$68.3M +$7.17M +35,841 +13%
Truist Financial
25
Truist Financial
North Carolina
$55.9M +$17K +85 +0%

VOT Hedge Fund Activity: Q4 2023 in Review

841 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2023, worth a combined $7.14B — up 21% from $5.91B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new VOT positions and 38 closed out — a net gain of 99 holders — while 285 added to existing stakes and 255 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $444M. The largest seller was Wellington Management Group, exiting entirely with an estimated $54.5M sold.

  • 841 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2023, up from 754 in Q3 2023.
  • Funds reported $7.14B of Vanguard Mid-Cap Growth ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 137 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2023 and 38 closed out, a net change of +99 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $444M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2023 was Wellington Management Group, an estimated $54.5M sold.

Based on aggregated 13F filings for Q4 2023.