Vanguard Morningstar Mid-Cap Growth ETF
904 hedge funds and large institutions have $8.99B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 352 increasing their positions, 253 reducing their positions, and 28 closing their positions.
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
39% more repeat investments, than reductions
Existing positions increased: 352 | Existing positions reduced: 253
9% more capital invested
Capital invested by funds: $8.26B → $8.99B (+$733M)
5% more funds holding
Funds holding: 863 → 904 (+41)
1.46% more ownership
Funds ownership: 62.35% → 63.82% (+1.5%)
10% less funds holding in top 10
Funds holding in top 10: 41 → 37 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Axiom Advisory
San Diego,
California
|
+$72.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$72.5M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$46M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$34.2M |
| 5 |
AssetMark Inc
Concord,
California
|
+$24.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$52.4M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$38.7M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$14.5M |
| 4 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
-$12.7M |
| 5 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$12.7M |
VOT Hedge Fund Activity: Q3 2024 in Review
904 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar 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 352 added to existing stakes and 253 trimmed.
The largest buyer was Axiom Advisory, adding an estimated $72.7M. The largest seller was Orgel Wealth Management, cutting an estimated $52.4M.
- 904 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q3 2024, up from 863 in Q2 2024.
- Funds reported $8.99B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q3 2024, up 8.9% quarter-over-quarter.
- 79 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q3 2024 and 28 closed out, a net change of +51 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q3 2024 was Axiom Advisory, an estimated $72.7M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q3 2024 was Orgel Wealth Management, an estimated $52.4M sold.
Based on aggregated 13F filings for Q3 2024.