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Vanguard Mid-Cap Growth ETF

728 hedge funds and large institutions have $5.1B invested in Vanguard Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 239 increasing their positions, 244 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 37

8% more funds holding

Funds holding: 677728 (+51)

3% more capital invested

Capital invested by funds: $4.96B → $5.1B (+$137M)

0.62% more ownership

Funds ownership: 54.18%54.81% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 3232 (0)

2% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 244

84% less call options, than puts

Call options by funds: $3.25M | Put options by funds: $19.9M

Holders
728
Holders Change
+51
Holders Change %
+7.53%
% of All Funds
11.7%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
104
Increased
239
Reduced
244
Closed
37
Calls
$3.25M
Puts
$19.9M
Net Calls
-$16.7M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
226
Inspirion Wealth Advisors
Illinois
$1.84M -$161K -889 -8%
PMG
227
ProVise Management Group
Florida
$1.82M -$55.4K -306 -3%
WIC
228
Whitegate Investment Counselors
New Hampshire
$1.81M +$64.7K +357 +4%
CAM
229
Cresset Asset Management
Illinois
$1.8M +$44.8K +247 +2%
JWCA
230
J.W. Cole Advisors
Florida
$1.79M +$134K +738 +8%
WTFG
231
Wells Trecaso Financial Group
Ohio
$1.77M +$13K +72 +0.7%
WA
232
Wealth Alliance
New York
$1.76M +$35.7K +197 +2%
PWM
233
Perigon Wealth Management
California
$1.75M +$232K +1,279 +15%
DI
234
DDFG Inc
California
$1.75M +$1.76M +9,727 New
CSPAM
235
Cary Street Partners Asset Management
Virginia
$1.72M +$562K +3,099 +48%
MFG
236
Magnus Financial Group
New York
$1.72M +$87.2K +481 +5%
SFP
237
Sterling Financial Planning
New Jersey
$1.71M +$35.5K +196 +2%
IPW
238
Intergy Private Wealth
Colorado
$1.71M +$143K +788 +9%
MF
239
Meridian Financial
Massachusetts
$1.68M -$58.2K -321 -3%
CWA
240
CJM Wealth Advisers
Virginia
$1.66M -$12.1K -67 -0.7%
NAS
241
Nicolet Advisory Services
Wisconsin
$1.65M +$386K +2,132 +32%
EFL
242
ERn Financial LLC
Wisconsin
$1.64M -$22.6K -125 -1%
TWM
243
Tanglewood Wealth Management
Texas
$1.63M +$1.64M +9,063 New
IA
244
Insight Advisors
Pennsylvania
$1.63M -$100K -552 -6%
AWM
245
Aspire Wealth Management
Massachusetts
$1.62M -$77.7K -429 -5%
CCA
246
Clearwater Capital Advisors
Illinois
$1.6M -$92.8K -512 -5%
LA
247
Lane & Associates
New Jersey
$1.6M +$1.61M +8,901 New
IA
248
IFG Advisory
Georgia
$1.6M -$181 -1 -0%
CFAM
249
Center For Asset Management
Florida
$1.58M -$48.7K -269 -3%
ABC
250
Associated Banc-Corp
Wisconsin
$1.52M +$371K +2,050 +32%

VOT Hedge Fund Activity: Q4 2022 in Review

728 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Growth ETF (VOT) for Q4 2022, worth a combined $5.1B — up 2.8% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new VOT positions and 37 closed out — a net gain of 67 holders — while 239 added to existing stakes and 244 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $17M. The largest seller was TIAA FSB, cutting an estimated $31.2M.

  • 728 institutional investors held Vanguard Mid-Cap Growth ETF (VOT) as of Q4 2022, up from 677 in Q3 2022.
  • Funds reported $5.1B of Vanguard Mid-Cap Growth ETF stock for Q4 2022, up 2.8% quarter-over-quarter.
  • 104 funds opened new Vanguard Mid-Cap Growth ETF positions in Q4 2022 and 37 closed out, a net change of +67 holders.
  • The largest Vanguard Mid-Cap Growth ETF buyer in Q4 2022 was AssetMark Inc, an estimated $17M added.
  • The largest Vanguard Mid-Cap Growth ETF seller in Q4 2022 was TIAA FSB, an estimated $31.2M sold.

Based on aggregated 13F filings for Q4 2022.