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Vanguard Mid-Cap Growth ETF
VOT

901 hedge funds and large institutions have $8.99B invested in Vanguard Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 349 increasing their positions, 254 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more call options, than puts

Call options by funds: $6.5M | Put options by funds: $1.29M

182% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 28

37% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 254

9% more capital invested

Capital invested by funds: $8.26B → $8.99B (+$733M)

5% more funds holding

Funds holding: 860 → 901 (+41)

1.3% less ownership

Funds ownership: 65.1% → 63.8% (-1.3%)

10% less funds holding in top 10

Funds holding in top 10: 41 → 37 (-4)

Holders
901
Holders Change
+41
Holders Change %
+4.77%
% of All Funds
12.94%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.53%
New
79
Increased
349
Reduced
254
Closed
28
Calls
$6.5M
Puts
$1.29M
Net Calls
+$5.21M
Net Calls Change
+$2.59M

Top Buyers

1
AA
Axiom Advisory
California
+$72.7M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$72.5M
3
EWA
EP Wealth Advisors
California
+$46M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$34.2M
5
AssetMark Inc
AssetMark Inc
California
+$24.7M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$370M
2
OWM
Orgel Wealth Management
Wisconsin
-$52.4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$38.7M
4
WIA
World Investment Advisors
California
-$14.5M
5
RIM
Redwood Investment Management
Arizona
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1
Axiom Advisory
California
$722M +$72.7M +312,321 +11%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$671M +$72.5M +311,162 +13%
Morgan Stanley
3
Morgan Stanley
New York
$593M +$15.8M +67,812 +3%
AssetMark Inc
4
AssetMark Inc
California
$532M +$24.7M +105,947 +5%
Bank of America
5
Bank of America
North Carolina
$445M +$4.46M +19,133 +1%
Wells Fargo
6
Wells Fargo
California
$311M +$2.45M +10,532 +0.8%
UBS Group
7
UBS Group
Switzerland
$282M -$925K -3,971 -0.3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$282M -$2.45M -10,533 -0.9%
TI
9
Truepoint Inc
Ohio
$249M +$2.89M +12,414 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$210M -$993K -4,266 -0.5%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$179M -$7.19M -30,870 -4%
EWA
12
EP Wealth Advisors
California
$174M +$46M +197,541 +38%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$166M +$4.19M +17,999 +3%
LPL Financial
14
LPL Financial
California
$150M -$163K -701 -0.1%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$135M +$34.2M +146,740 +36%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$113M -$9.5M -40,783 -8%
SGAM
17
Stephens Group Asset Management
Arkansas
$110M +$889K +3,818 +0.9%
MGIA
18
Moneta Group Investment Advisors
Missouri
$104M +$3.39M +14,558 +4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$99.4M -$1.84M -7,910 -2%
Ameriprise
20
Ameriprise
Minnesota
$89.9M +$10.9M +46,795 +15%
Stifel Financial
21
Stifel Financial
Missouri
$89.3M -$4.49M -19,302 -5%
AWM
22
Avior Wealth Management
Nebraska
$74.1M +$2.3M +9,883 +3%
Osaic Holdings
23
Osaic Holdings
Arizona
$69.1M -$38.7M -165,987 -35%
WA
24
Waverly Advisors
Alabama
$68.9M -$2.34M -10,069 -3%
Truist Financial
25
Truist Financial
North Carolina
$61.6M -$1.5M -6,425 -2%
1
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VOT Hedge Fund Activity: Q3 2024 in Review

901 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q3 2024, worth a combined $8.99B — up 8.9% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VOT positions and 28 closed out — a net gain of 51 holders — while 349 added to existing stakes and 254 trimmed.

The largest buyer was Axiom Advisory, adding an estimated $72.7M. The largest seller was Strategic Financial Concepts, cutting an estimated $370M.

  • 901 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q3 2024, up from 860 in Q2 2024.
  • Funds reported $8.99B of Vanguard Mid-Cap Growth ETF stock for Q3 2024, up 8.9% quarter-over-quarter.
  • 79 funds opened new Vanguard Mid-Cap Growth ETF positions in Q3 2024 and 28 closed out, a net change of +51 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q3 2024 was Axiom Advisory, an estimated $72.7M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $370M sold.

Based on aggregated 13F filings for Q3 2024.