Vanguard Morningstar Mid-Cap Growth ETF
868 hedge funds and large institutions have $7.49B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 298 increasing their positions, 284 reducing their positions, and 47 closing their positions.
795% more call options, than puts
Call options by funds: $7.8M | Put options by funds: $872K
85% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 47
13% more capital invested
Capital invested by funds: $6.65B → $7.49B (+$835M)
3% more funds holding
Funds holding: 844 → 868 (+24)
2% more funds holding in top 10
Funds holding in top 10: 46 → 47 (+1)
5% more repeat investments, than reductions
Existing positions increased: 298 | Existing positions reduced: 284
0.71% more ownership
Funds ownership: 56.19% → 56.9% (+0.71%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$258M |
| 2 |
Cerity Partners
New York
|
+$35.8M |
| 3 |
Morgan Stanley
New York
|
+$23.6M |
| 4 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$22.2M |
| 5 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$17.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$24M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$21.8M |
| 3 |
WF
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
-$21.5M |
| 4 |
TC
Trust Company
Manhattan,
Kansas
|
-$21.2M |
| 5 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$18.7M |
VOT Hedge Fund Activity: Q1 2024 in Review
868 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q1 2024, worth a combined $7.49B — up 13% from $6.65B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new VOT positions and 47 closed out — a net gain of 40 holders — while 298 added to existing stakes and 284 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $258M. The largest seller was Stifel Financial, cutting an estimated $24M.
- 868 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q1 2024, up from 844 in Q4 2023.
- Funds reported $7.49B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q1 2024, up 13% quarter-over-quarter.
- 87 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q1 2024 and 47 closed out, a net change of +40 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q1 2024 was Royal Bank of Canada, an estimated $258M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q1 2024 was Stifel Financial, an estimated $24M sold.
Based on aggregated 13F filings for Q1 2024.