Vanguard Morningstar Mid-Cap Growth ETF
844 hedge funds and large institutions have $6.65B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 286 increasing their positions, 255 reducing their positions, and 38 closing their positions.
446% more call options, than puts
Call options by funds: $6.11M | Put options by funds: $1.12M
263% more first-time investments, than exits
New positions opened: 138 | Existing positions closed: 38
21% more funds holding in top 10
Funds holding in top 10: 38 → 46 (+8)
12% more capital invested
Capital invested by funds: $5.92B → $6.65B (+$733M)
12% more repeat investments, than reductions
Existing positions increased: 286 | Existing positions reduced: 255
12% more funds holding
Funds holding: 756 → 844 (+88)
0.76% less ownership
Funds ownership: 56.95% → 56.19% (-0.76%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$19.6M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$18.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$14.2M |
| 4 |
JP Morgan Chase
New York
|
+$13.8M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$54.5M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$45.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$44.8M |
| 4 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$19.5M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$13.7M |
VOT Hedge Fund Activity: Q4 2023 in Review
844 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q4 2023, worth a combined $6.65B — up 12% from $5.92B a quarter earlier.
Buyers outnumbered sellers: 138 funds opened new VOT positions and 38 closed out — a net gain of 100 holders — while 286 added to existing stakes and 255 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $19.6M. The largest seller was Wellington Management Group, exiting entirely with an estimated $54.5M sold.
- 844 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q4 2023, up from 756 in Q3 2023.
- Funds reported $6.65B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q4 2023, up 12% quarter-over-quarter.
- 138 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q4 2023 and 38 closed out, a net change of +100 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q4 2023 was AssetMark Inc, an estimated $19.6M added.
- The largest Vanguard Morningstar 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.