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Vanguard Mid-Cap Growth ETF

976 hedge funds and large institutions have $10.1B invested in Vanguard Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 334 increasing their positions, 287 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more call options, than puts

Call options by funds: $4.26M | Put options by funds: $609K

265% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 37

16% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 287

12% more capital invested

Capital invested by funds: $8.99B → $10.1B (+$1.07B)

11% more funds holding in top 10

Funds holding in top 10: 3741 (+4)

8% more funds holding

Funds holding: 901976 (+75)

3.61% less ownership

Funds ownership: 63.8%60.19% (-3.6%)

Holders
976
Holders Change
+75
Holders Change %
+8.32%
% of All Funds
12.86%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
0.54%
New
135
Increased
334
Reduced
287
Closed
37
Calls
$4.26M
Puts
$609K
Net Calls
+$3.65M
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$948M
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$729M +$30.8M +119,621 +4%
Morgan Stanley
3
Morgan Stanley
New York
$689M +$72.3M +280,906 +12%
AssetMark Inc
4
AssetMark Inc
California
$581M +$26.3M +102,332 +5%
Bank of America
5
Bank of America
North Carolina
$448M -$16M -62,302 -3%
Wells Fargo
6
Wells Fargo
California
$349M +$24.7M +95,821 +7%
UBS Group
7
UBS Group
Switzerland
$294M -$524K -2,037 -0.2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$292M -$2.44M -9,487 -0.8%
TI
9
Truepoint Inc
Ohio
$255M -$4.31M -16,737 -2%
EWA
10
EP Wealth Advisors
California
$238M +$56.7M +220,475 +31%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$217M -$2.54M -9,854 -1%
CWM
12
Connecticut Wealth Management
Connecticut
$200M +$189M +733,309 +1,822%
TIAA Trust, National Association
13
TIAA Trust, National Association
North Carolina
$180M -$6.77M -26,299 -4%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$177M +$3.9M +15,146 +2%
LPL Financial
15
LPL Financial
California
$173M +$17.2M +66,679 +11%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$145M +$3.4M +13,207 +2%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$118M -$90.1K -350 -0.1%
MGIA
18
Moneta Group Investment Advisors
Missouri
$118M +$8.86M +34,403 +8%
Stifel Financial
19
Stifel Financial
Missouri
$116M +$23.1M +89,594 +24%
SGAM
20
Stephens Group Asset Management
Arkansas
$114M -$249K -969 -0.2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$104M +$779K +3,028 +0.7%
AWM
22
Avior Wealth Management
Nebraska
$91M +$13.9M +54,085 +18%
Ameriprise
23
Ameriprise
Minnesota
$86.8M -$7.04M -27,342 -7%
Raymond James Financial
24
Raymond James Financial
Florida
$78M +$79.2M +307,541 New
PLFA
25
Pacific Life Fund Advisors
California
$74.3M +$10.6M +41,160 +16%

VOT Hedge Fund Activity: Q4 2024 in Review

976 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2024, worth a combined $10.1B — up 12% from $8.99B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new VOT positions and 37 closed out — a net gain of 98 holders — while 334 added to existing stakes and 287 trimmed.

The largest buyer was Connecticut Wealth Management, adding an estimated $189M. The largest seller was Money Design, exiting entirely with an estimated $47.4M sold.

  • 976 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2024, up from 901 in Q3 2024.
  • Funds reported $10.1B of Vanguard Mid-Cap Growth ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 135 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2024 and 37 closed out, a net change of +98 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2024 was Connecticut Wealth Management, an estimated $189M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2024 was Money Design, an estimated $47.4M sold.

Based on aggregated 13F filings for Q4 2024.